Automate Case Intake Process from Attachments

User Experience
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Automate case intake from attachments with a GenAI-powered conversational assistant. It reads uploaded PDFs, extracts key fields, populates your case system, and triggers downstream workflow steps. This removes manual data entry and reduces user typos, streamlining and simplifying the case intake process.

Configuration:

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Demo:

https://players.brightcove.net/1519050010001/default_default/index.html?videoId=6387822745112

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@RameshSangili How document got extracted ? i could see extract plan member information assignment is attaching it, but not getting how it is extracting. Gen AI connect used there?

Please excuse me if it is already mentioned in any of the demo series.

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Yes, Gen AI connect is used to extract the document.