Use the Document Agent to extract more complicated information from documents, such as images and tables, in Agentforce Operations.
Required Editions
| License Required |
|---|
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This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Operations license. To purchase an Agentforce Operations license, contact your Salesforce account executive. |
When to Use the Document Agent
Use the Document Agent to generate or summarize a document, compare documents, or extract tables from a CSV or Excel file where the format of the table is identical every time the workflow runs. To use the Document Agent to extract tables, don't add any special formatting to the file, and put the column labels in the first row of the file.
There are two different document agents. Learn more in Document Agents in Agentforce Operations
Capabilities
| Capability | Description | Example |
|---|---|---|
| Basic data extraction | Extract information from PDFs, images, CSV, .docx, .pptx, and .xlsx files. | Get the expiration date from a provided certificate. |
| Tabular data extraction | Get tables from PDFs or CSV files. Best for smaller tables and simpler layouts. | Extract invoice line items and create line_items.csv. |
| Document summary | Summarize one or more documents. | Summarize the intellectual property clause of a contract. |
| .docx template filling | Fill Word templates that use variables in the format {{ variable_name
}}. |
Pre-populate a contract template by mapping fields to variables, such as {{
customer_name }}, {{ contract_start_date }}, and {{
contract_end_date }}. |
| .docx difference checker | Compare two .docx files and return differences in content and comments. | Find all contract changes made in the latest negotiation round. |
| PDF generation | Create a PDF with rich text and tables. | Generate a supplier scoring report with summary, scores, and rationale. |