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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Enable AI

ft:clusterId :

    - platai

bundleId :

    - platai

workflow :

    - Platform


---

# Set up a use case for Now Assist in Document Intelligence

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

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read  
Create a use case record to define a document you want to process with Now Assist in Document Intelligence.

## Before you begin

* If the Now Assist in Document Intelligence skill has been deactivated, activate the skill. For more information, see [Activate a Now Assist in Document Intelligence skill](https://servicenow-prod.fluidtopics.net/nUkR7e6qicpdpdmM8y7Stg "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}

## About this task

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 to detect, 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/4BVws~A4igDiv8x2H0bs8g "In Now Assist in Document Intelligence, a use case is used to define the information you want generative AI to detect from a document.").

## Procedure

1. Navigate to AllNow Assist AdminSkills.
2. In the workflow list, select Platform.
3. In the Platform skills list, find the applicable document intelligence skill and select Edit in the options menu ( ![Field options menu icon]()).
4. Select New use case.  
   The guided use case setup opens.
5. 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 large language model (LLM) that will make predictions for the documents processed with this use case.
   4. Select Save and continue.
   {#set-up-use-case-for-now-assist-document-intelligence__substeps_g3k_vg2_b2c}
6. Define fields or questions.
   1. Select Add a field.  
      If you have already defined one or more fields 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:

      Field
      :   For document extraction uses cases, fields are used to extract a single piece of information in the document. For example, a document number or a customer name.

      Table
      :   For document extraction uses cases, tables 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, define 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.
      * [Question form for document Q\&A setup](https://servicenow-prod.fluidtopics.net/Gue_RHxEOOu6UtHYslSRXA "The Question form for document Q&A enables you to define a question you want to ask about the document.")
      * [Field form for document extraction setup](https://servicenow-prod.fluidtopics.net/bP~mZjrGzoBf86bgsBNMYA "The Field form enables you to define a single field for extraction.")
      * [Table form for document extraction setup](https://servicenow-prod.fluidtopics.net/AVQJn89xyh6ZIAJ5~O8quw "The Table form enables you to define a table for extraction.")

      {#set-up-use-case-for-now-assist-document-intelligence__ul_xzx_yh2_b2c}Figure 1. Field form for document extraction
   4. Select Save.  
      The system adds the new fields or questions to the Fields list associated with the use case.
   5. Select Save and Continue.
   {#set-up-use-case-for-now-assist-document-intelligence__substeps_fvf_1h2_b2c}
7. 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.  
      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}
8. 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/do3KBaiaVoDSNt9n~x8i_w "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=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US).
   5. **Optional:** Select the Create Flow option to create a flow for this integration in Workflow Studio.  
      Tip:  
      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 .
   6. Select Save.
   7. Select Save and continue.
   {#set-up-use-case-for-now-assist-document-intelligence__substeps_nws_yj2_b2c}
9. Review and activate.
   1. Review the configuration selections you've made for the use case.
   2. **Optional:** 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}
**Related tasks**   

* [Activate a Now Assist in Document Intelligence skill](https://servicenow-prod.fluidtopics.net/nUkR7e6qicpdpdmM8y7Stg "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/WyApDKvji3qwqnSQahUeDA "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) for a use case](https://servicenow-prod.fluidtopics.net/k96K3aT4nDoo1T8F61uAkQ "Choose a large language model (LLM) used to generate predictions for extraction and Q&A use cases.")
* [Edit a use case in Now Assist in Document Intelligence](https://servicenow-prod.fluidtopics.net/7Rxg2z0DjSHn78_DnaRDUQ "Edit a use case to change the name, fields, and integrations.")
* [Make a copy of a use case in Now Assist in Document Intelligence](https://servicenow-prod.fluidtopics.net/wIpGGefy3mBegA93Oo15xQ "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/G4qxF1~lJBANnHXSSYhL0w "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/g7IxVqaFxMeVdaX1qgTldQ "Delete a use case when it is no longer needed for your documents.")

*[\>]: and then