---
sourceDocument: Xanadu Enable AI
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/intelligent-experiences

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Enable AI

ft:clusterId :

    - platai

bundleId :

    - platai

workflow :

    - Platform


---

# Integrate with a custom application or workflow

# Integrate with a custom application or workflow {#ariaid-title1}

* Release version: Xanadu
* 
* Updated May 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Configure an integration to trigger document task processing or value extraction. Integrations can be used to quickly set up flows with other applications.

## Before you begin

* You must first add a target table to your use case before creating an integration.
* The target table must be readable and writable. Ensure the Can read and Can update check boxes are selected in the Application Access tab of the target table record. For more information, see [Create a table](https://www.servicenow.com/docs/access?context=t_CreateATable&version=xanadu&pubname=xanadu-platform-administration&ft:locale=en-US).
* Role required: sn_docintel.admin or sn_docintel.manager
{#configure-integration-setup__ul_zg3_ljd_rxb}

## About this task

Define integration points for your Document Intelligence solution. Two integration points are provided for data extraction use cases: one to automatically create and process Document Intelligence document tasks, and one to automatically propagate the field values to another application when extraction has been completed in Document Intelligence. For document classification use cases, there's also an integration point to map to a data extraction use case.

## Procedure

1. Do one of the following:
   1. To integrate a data extraction use case, navigate to AllDocument IntelligenceDocument Data Extraction AdministrationUse Cases.
   2. To integrate a document classification use case, navigate to AllDocument IntelligenceDocument ClassificationUse Cases.
   {#configure-integration-setup__substeps_tf5_vxn_bcc}
2. Select the use case for which you want to set up integration points.
3. Do one of the following:
   1. For a data extraction use case, go to the Integrations tab and select Set up your first integration.  
      If you have already defined one or more integrations and you want to add another, select New integration.

   2. For a document classification use case, go to the Integration Setups tab and select New.
   {#configure-integration-setup__substeps_yjl_myn_bcc}
4. On the form, fill in the fields.  
   {#configure-integration-setup__table_abc_cn4_g5b__entry__3}

   | Field for data extraction | Field for document classification | Description |
   |-|-|-|
   | Name your Integration | Name | Name for the integration. |
   | Use case | Use case | Use case to use for the integration task. |
   | Where do you want to take the documents from and store the extracted data? | Target table | Table to receive data from or send data to. Note: The target table is taken from the use case. |
   | What type of integrations you want to set? | Type | For data extraction and document classification use cases, the options include Process Task or Extract Values. Document classification use cases also have a Map To Document Data Extraction Use Case option. The Process Task type creates an integration point to automatically create and process DocIntel document tasks based on specific triggers happening in the target table. The Extract Values type creates an integration point to automatically propagate the extracted values to the target table when extraction has been completed in DocIntel (that is, when the document task status changes to Done). The Map To Document Data Extraction Use Case type creates an integration point that allows a processed document classification value to automatically create a new data extraction task. |
   | Conditions |   | Filters used to select certain fields to use as specific triggers for the integration. Process Task only. |
   | Create Flow |   | Select this option to create a flow for this integration in Workflow Studio. This option should be selected, unless you're planning to write your own custom script to set up the integration. |
   [ ]

   {#configure-integration-setup__table_abc_cn4_g5b}
5. Do one of the following:
   1. For data extraction, select Save.
   2. For document classification, select Submit.
   {#configure-integration-setup__substeps_ipk_lb4_bcc}

## Integration {#configure-integration-setup__example_y3k_5xg_h5b}

The following images show two example integrations. The first image is a Process Task integration that triggers when a record needs review. The second image is an Extract Values integration that can automatically send extracted fields to the invoice table.Figure 1. New Process Task integration Figure 2. New Extract Values Integration

## What to do next

If you selected to create a flow, finish the activation in Workflow Studio.

For more information, see Building flows in Flow Designer.

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