# Automate Case Intake Process from Attachments

**URL:** <https://forums.pega.com/t/automate-case-intake-process-from-attachments/10537>\
**Category:** User Experience\
**Created:** [January 18, 2026, 11:57pm UTC](https://forums.pega.com/t/automate-case-intake-process-from-attachments/10537 "2026-01-18T23:57:35Z")\
**Posts on this page:** 4\
**Page:** 1

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**Author:** ![RameshSangili](https://yyz2.discourse-cdn.com/pega/user_avatar/forums.pega.com/rameshsangili/32/23377_2.png) [@RameshSangili](https://forums.pega.com/u/RameshSangili)\
**Post date:** [January 18, 2026, 11:57pm UTC](https://forums.pega.com/t/automate-case-intake-process-from-attachments/10537/1 "2026-01-18T23:57:35Z")

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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:**

 ![GenAI.png](https://pega1.discourse-cdn.com/pega/original/2X/b/b4a0cd4ac4645f354bf3d8d0295171848cf7c759.png)

**Demo:**

[https://players.brightcove.net/1519050010001/default\_default/index.html?videoId=6387822745112](https://players.brightcove.net/1519050010001/default_default/index.html?videoId=6387822745112)

**Pega GenAI Cookbook - Recipes series**

Enjoyed this article? See more similar articles in [Pega Cookbook - Recipes 🔥🔥🔥](https://community.pega.com/conversations/user-experience/pega-genai---cookbook-recipes) series.

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**Author:** ![DennyV17768642](https://avatars.discourse-cdn.com/v4/letter/d/ea666f/32.png) [@DennyV17768642](https://forums.pega.com/u/DennyV17768642)\
**Post date:** [March 26, 2026, 4:41pm UTC](https://forums.pega.com/t/automate-case-intake-process-from-attachments/10537/2 "2026-03-26T16:41:07Z")

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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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**Author:** ![RameshSangili](https://yyz2.discourse-cdn.com/pega/user_avatar/forums.pega.com/rameshsangili/32/23377_2.png) [@RameshSangili](https://forums.pega.com/u/RameshSangili)\
**Post date:** [March 26, 2026, 6:24pm UTC](https://forums.pega.com/t/automate-case-intake-process-from-attachments/10537/3 "2026-03-26T18:24:41Z")

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

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**Author:** ![ShwetaB17571891](https://avatars.discourse-cdn.com/v4/letter/s/8c91f0/32.png) [@ShwetaB17571891](https://forums.pega.com/u/ShwetaB17571891)\
**Post date:** [June 29, 2026, 3:21am UTC](https://forums.pega.com/t/automate-case-intake-process-from-attachments/10537/4 "2026-06-29T03:21:52Z")

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Can you elaborate a little on the configurations of the agent rule and the gen ai connect as I am able to achieve it via agent rule alone .

Moreover how were you able to add the same as bottom right corner?