Extracts structured data from digital and scanned documents using AI-powered analysis based on a document processing configuration.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations and the MuleSoft for Flow: IDP add-on or Agentforce 1 Editions. Requires each user to have the MuleSoft for Flow: IDP add-on to access the action. |
| User Permissions Needed | |
|---|---|
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | extractDataFromDocument |
| Reference Action Type | Standard Action |
| Reference Action | Extract Data from Document |
| Does this action execute one or more prompt templates? | No |
| Required Setup | Set Up and Use Extract Data from Document in Flow |
Guidelines and Considerations
- This action requires the MuleSoft for Flow: IDP add-on license.
- Use a document processing configuration to define the extraction rules for your document type. See Set Up and Use Extract Data from Document in Flow.