---
sourceDocument: Australia Enable AI
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/intelligent-experiences

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Enable AI

ft:clusterId :

    - platai

bundleId :

    - platai

workflow :

    - Platform


---

# Set up a use case

# Set up a use case for Now Assist in Document Intelligence {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 min. de leitura

Create a use case record to define a document you want to process with Now Assist in Document Intelligence.

## Antes de Iniciar

* Activate a Now Assist in Document Intelligence skill. For more information, see [Activate a Now Assist in Document Intelligence skill](https://servicenow-prod.fluidtopics.net/nKdSoNsu5NwWSJD9whEaNg "Activate the Now Assist in Document Intelligence skills that agents can use to help analyze and extract information from documents with generative AI.").
* Role required: Admin, DocIntel Admin, DocIntel Manager
{#set-up-use-case-for-now-assist-document-intelligence__ul_hw2_jf2_b2c}

## Por Que e Quando Desempenhar Esta Tarefa

In a use case, you define the information you want Now Assist to get from a document by specifying the type of document to process, the fields and tables to detect or questions you want to ask, and the location where document processing results are stored.

Once you have defined a use case, users can begin processing documents for it in the related workflows.

For more information on use cases, see [Use cases in Now Assist in Document Intelligence](https://servicenow-prod.fluidtopics.net/t71nBzIaEuhyME2r1mOi0w "In Now Assist in Document Intelligence, a use case is used to define the information you want generative AI to detect from a document.").

## Procedimento

1. Navigate to AllNow Assist AdminFeaturesSkills.
2. In the workflow list, select Platform.
3. In the Document intelligence card, select View details.
4. In the Active skills list, select the skill to view the list of its use cases.In the Platform skills list, find the applicable document intelligence skill and select Edit in the options menu ( ![Field options menu icon]()).
5. Select New use case.  
   The guided use case setup opens.
6. Define the use case.
   1. Enter a name for the use case.
   2. Select a target table to store the document processing results for this use case.
   3. Select the language of the files processed for the use case.  
      If the files contain multiple languages, select the primary language.

      For more information, see [Languages supported by Now Assist in Document Intelligence](https://servicenow-prod.fluidtopics.net/l8Wb0o8DwcvaDoTqPPisYQ "Now Assist in Document Intelligence supports text in multiple languages.").
   4. Select the large language model (LLM) that will make predictions for the documents processed with this use case.  
      For more information, see [Large language models used by Now Assist in Document Intelligence](https://servicenow-prod.fluidtopics.net/rLV3WpyaDmAq__wFaXBn7A "Now Assist in Document Intelligence uses large language models (LLMs) to perform generative AI and agentic AI capabilities.").
   5. **Opcional:** Turn on image mode to process images more efficiently.  
      Image mode sends pages to the LLM as images to leverage the visual capability of the multimodal LLM as well as any of the languages supported by it.

      The image mode option is available when a multimodal LLM is selected.  
      Nota:  
      Selecting image mode reduces the page count limit to 10 pages per file.
   6. Select Save and continue.
   {#set-up-use-case-for-now-assist-document-intelligence__substeps_g3k_vg2_b2c}
7. Define information fields or questions.
   1. Select Add a field.  
      If you have already defined one or more fields, tables, or questions and you want to add another, select New field.
   2. Select the type of information you want to get from the document.  
      You can choose one of the following:

      Single fieldField
      :   For document extraction uses cases, single fieldsFields are used to extract a single piece of information in the document. For example, a document number or a customer name. For document Q\&A uses cases, use the single field to define the question you want to ask about the document.

      Table
      :   For document extraction uses cases, tablesTables are used to extract lists or tables of information. A table can have multiple columns. The number of list items or table rows doesn't have to be known in
          advance.

      Question
      : For document Q\&A uses cases, defineDefine the question you want to ask about the document.  
      A field form displays based on the information type you selected.
   3. On the form, fill in the fields.  
      The type of form depends on the type of field.
      * [Single fieldQuestion form for document Q\&A use case setup](https://servicenow-prod.fluidtopics.net/8fMpPFKy3SoLOkzxnDUheg "The Single fieldQuestion form for document Q&A enables you to define a question you want to ask about the document.")
      * [Single fieldField form for document extraction use case setup](https://servicenow-prod.fluidtopics.net/3S9S_3jNEc_rsPvU8w7Mbg "The Single fieldField form enables you to define a single field for extraction.")
      * [Table form for document extraction use case setup](https://servicenow-prod.fluidtopics.net/83A5TXTVJP2Ff_F3Frz1Yg "The Table form enables you to define a table for extraction.")

      {#set-up-use-case-for-now-assist-document-intelligence__ul_xzx_yh2_b2c}Figura 1. Field form for document extraction
   4. Select Save.  
      The system adds the new fields, tables, or questions to the Fields Information list associated with the use case.
   5. **Opcional:** To edit or delete a field, table, or question, select the appropriate option in the options menu ( ![Field options menu icon]()) of the row.
   6. Select Save and Continue.
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8. Test the use case performance with a sample document.  
   Select Test a new document.
   1. Select a document.  
      {#set-up-use-case-for-now-assist-document-intelligence__table_i25_b2f_y2c__entry__2}

      | Option | Description |
      |-|-|
      | Upload from record | 1. Select Upload from record. 2. Enter search criteria in the search field. 3. Select a record from the list. {#set-up-use-case-for-now-assist-document-intelligence__ol_mt4_j2f_y2c} This option is available when a target table is selected for the use case. |
      | Upload from this device | 1. Select Upload from this device. 2. Select Add file. 3. Select a file and select Open. 4. Select Upload. {#set-up-use-case-for-now-assist-document-intelligence__ol_ck1_t2f_y2c} |
      [ ]

      {#set-up-use-case-for-now-assist-document-intelligence__table_i25_b2f_y2c}
   2. Select Continue.  
      Dica:  
      Select the Open in a new tab button (![Open in a new tab icon.]()) to view the document in a larger workspace on a separate browser tab.  
      The Document Intelligence workspace appears in a frame on the Test output screen.
   3. Review the performance of the skill for the test document.
   4. Select Save and continue.
   {#set-up-use-case-for-now-assist-document-intelligence__substeps_yn5_w32_b2c}
9. Add integrations.  
   Integrate the document intelligence use case with a workflow.

   This option is available when a target table is selected for the use case.

   For more information on Document Intelligence integrations, see [Integrate with a custom application or workflow](https://servicenow-prod.fluidtopics.net/CCVJ12OyOO0cUVcjiMhRPw "Configure an integration to trigger document task processing or value extraction. Integrations can be used to quickly set up flows with other applications.").
   1. Select Add integration.  
      If you have already defined one or more integrations and you want to add another, select New integration.
   2. Enter a name for the integration.
   3. Select the type of integration you want to use.  
      The <kbd class="ph userinput">Process task</kbd> type creates an integration point to automatically create and process document tasks based on specific triggers happening in the target table.

      The <kbd class="ph userinput">Extract values</kbd> type creates an integration point to automatically propagate the extracted values to the target table when extraction has been completed in Now Assist in Document Intelligence.
   4. Use the conditions to select certain fields as specific triggers for the integration.  
      Conditions are available if you selected <kbd class="ph userinput">Process task</kbd> in the previous step. For more information on conditions, see [OR conditions](https://www.servicenow.com/docs/access?context=c_UsingORConditions&version=australia&pubname=australia-platform-user-interface&ft:locale=en-US).
   5. **Opcional:** Select the Create Flow option to create a flow for this integration in Workflow Studio.  
      Dica:  
      This option should be selected, unless you are planning to write your own custom script to set up the integration. Be sure the integration is activated on Workflow Studio. For more information, see [Building flows](https://www.servicenow.com/docs/access?context=flows&version=australia&pubname=australia-build-workflows&ft:locale=en-US).
   6. Select Save.
   7. Select Save and continue.
   {#set-up-use-case-for-now-assist-document-intelligence__substeps_nws_yj2_b2c}
10. Review and activate.
    1. Review the configuration selections you've made for the use case.
    2. **Opcional:** Select Back to return to a previous step and make a change
    3. Select Complete setup.
    {#set-up-use-case-for-now-assist-document-intelligence__substeps_nsn_qj2_b2c}
**Tarefas relacionadas**   

* [Activate a Now Assist in Document Intelligence skill](https://servicenow-prod.fluidtopics.net/nKdSoNsu5NwWSJD9whEaNg "Activate the Now Assist in Document Intelligence skills that agents can use to help analyze and extract information from documents with generative AI.")
* [Turn on Full automation mode for a document extraction use case](https://servicenow-prod.fluidtopics.net/K6VRjwYvGILPkqq8JbRzTg "Turn on Full automation mode to automatically complete and submit document tasks without an agent review. Full automation mode is turned off by default in document extraction use cases.")
* [Change the large language model (LLM) language models for a use case](https://servicenow-prod.fluidtopics.net/_irHDZaZ1bh~5mLunQuH_A "Choose a large language model (LLM) used to generate predictions for an extraction or a Q&A the language models for a Now Assist in Document Intelligence use case.")
* [Edit a use case in Now Assist in Document Intelligence](https://servicenow-prod.fluidtopics.net/lLsJ827TX9IZ6idimFGtBA "Edit a use case to change the name, fields, tables, questions, and integrations.")
* [Make a copy of a use case in Now Assist in Document Intelligence](https://servicenow-prod.fluidtopics.net/DS_p3Ztux4T_~j264nLEWg "Make a copy of a use case to save time when you need to create a new use case with a similar structure.")
* [Deactivate a use case in Now Assist in Document Intelligence](https://servicenow-prod.fluidtopics.net/Jx554q7HmElmU1SWYvJ~UQ "Deactivate a use case that you don’t want to use for your documents.")
* [Delete a use case in Now Assist in Document Intelligence](https://servicenow-prod.fluidtopics.net/9Ngk8dELXhTlhQXoXrt8ig "Delete a use case when it is no longer needed for your documents.")