How to Automatically Generate PDF Summaries in a Pega Case Workflow Using an Agent Step?

[TwinkleChawla]

Hello Everyone,

I have a use case requirement in Pega Platform and would appreciate your suggestions and best practices.

Requirement:
We need to implement a feature in a Pega Case Workflow where, after a user uploads a PDF document using the Attach Content control, the system should automatically process the attachment through an Agent step and generate a summary of the PDF content.

If anyone has implemented a similar use case or can share relevant resources, best practices, or recommended design approaches for this requirement, your guidance would be highly appreciated.

Thank you in advance for your support and suggestions.

[Kamil_Janeczek]

Great use case for GenAI. We have it covered in below articles by @RameshSangili

Take a look there and tell is if there is any particular configuration that you need a help with:

Smart Cases, Faster Decisions: Co Pilot Your Workflow with Pega GenAI Agent Steps

Turn every Case into a smart, guided experience - With the Agent Step powered by Pega GenAI, you can embed governed AI agents directly in your Case Lifecycle to summarize, recommend, or pre‑assess—grounded in your enterprise data and policies. Configure one Case field as the prompt source and another as the response target, and instantly reuse the agent’s output in the UI, routing, calculations, and decisions. The result: faster processing, consistent outcomes, and transparent reasoning your cas…

Autopilot Your Docs: Streamline Processing with Pega DocAI

Streamline document processing with DocAI, Pega’s intelligent automation that requires no training or complex prompts. Powered by Pega GenAI, it effortlessly classifies and extracts data from diverse document types, extending the capabilities of the Pega Platform DocAI can be used to classify documents and then extract information according to the classification. It supports data extraction from tables as well as checkboxes and works with printed multi-page documents as well as handwritten docu…

Experience Next-Level Document Automation with DocAI, Powered by Pega GenAI

Unlock the future of document processing with DocAI—supercharged by the unmatched intelligence of Pega GenAI. Say goodbye to tedious manual work and complex setups. With DocAI, you can instantly extract, classify, and process data from any document, all within the Pega Platform—no training required. Version: Available in Pega Platform version 25.1 and later Harness the power of Pega GenAI to: Effortlessly extract data from attachments and map it to case properties Review and correct extract…