---
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


---

# Set up document extraction use cases

# Set up document extraction use cases {#ariaid-title1}

* Release version: Xanadu
* 
* Updated May 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

In Document Intelligence, a use case is used to define the structure of a type of document you want to process. It's made up of the use case record and its related fields, field groups, integrations, flows, and all the related machine
learning (ML) models.

## Overview of document extraction use cases {#set-up-document-extraction-use-cases__section_ojy_2fw_qxb}

In a document extraction use case, you define the information that you want the AI to detect in a document. Do this by specifying the type of document to process, the fields to detect, and the location where document processing
results are to be stored.

For example, if you want to process invoice documents, you may want an "Invoice" use case. This use case could have fields for date, invoice number, item, and so on, to define which information needs to be extracted from the
document.

After you've defined a document extraction use case, agents can begin processing documents for it in document tasks.

## Workflow {#set-up-document-extraction-use-cases__section_qjy_2fw_qxb}

Set up a document extraction use case in the following steps.

1. [Create a use case](https://servicenow-prod.fluidtopics.net/eg0EsNklR6Y~6f~UUeIcBQ "Create a use case record to define a document you want to process in Document Intelligence. For example, invoices or driving licenses.").

   Define the name, target table, and language for the use case.
2. [Create a field for data extraction](https://servicenow-prod.fluidtopics.net/YkwE4hz_XSm8lSTxJmziQw "Set up fields as part of your use case. Document Intelligence uses fields to identify and extract data from documents. Fields can be grouped to help DocIntel extract data from documents with tables, check box lists, and other logical groupings of fields.").

   Define the fields that the AI will learn to detect and extract values from.

   Define any groupings of fields to help extract and organize data gathered from tables or information patterns, like check box
   lists.
3. [Configure data extraction modes](https://servicenow-prod.fluidtopics.net/_Zp~n9K8I5XlvE4j6y_R4A "Configure the extraction modes for use cases to define how Document Intelligence extracts fields from documents.").

   Define how fields should be extracted from documents in a document task.
4. [Set up integrations](https://servicenow-prod.fluidtopics.net/N0OGY1JYLfD5AMzZ1aMntg "Configure an integration to trigger document task processing or value extraction. Integrations can be used to quickly set up flows with other applications.").

   Configure an integration to trigger document task processing or value extraction for workflows with other applications.

{#set-up-document-extraction-use-cases__ol_rjy_2fw_qxb}

As agents work on document tasks to extract field values from individual documents, the AI will learn from the feedback and continue to improve.