---
schema_version: "1"
id: 066dd0a9c5372fe802655f6a1b4c1150b029777fa4fef550880e243d74c95d25
title: Document AI Automation
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/health_cloud_object_reference/hc_document_ai_automation_intro.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.health_cloud_object_reference.meta/health_cloud_object_reference/hc_document_ai_automation_intro.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 4b949f6e12ed2a47270ba0aa6b3f1abb090674d8ba6dcfcd12a5f586548de95d
description: "Leverage the generative AI capabilities of Document AI Automation to automatically extract data from PDFs, such as lab reports and disease definitions, and convert it into structured Health Cloud records. Focus on critical tasks by reducing manual data entry efforts, and ensure consistent case intake and disease data management, facilitating faster follow-up and investigation. Use these resources to leverage Document AI Automation:"
---
# Document AI Automation

Leverage the generative AI capabilities of Document AI Automation to automatically extract data from PDFs, such as lab reports and disease definitions, and convert it into structured Health Cloud records. Focus on critical tasks by reducing manual data entry efforts, and ensure consistent case intake and disease data management, facilitating faster follow-up and investigation. Use these resources to leverage Document AI Automation:

- **[Document Template Match](https://developer.salesforce.com/docs/atlas.en-us.health_cloud_object_reference.meta/health_cloud_object_reference/connect_resource_document_template_match.htm)**  
    Automatically identifies the Document AI Automation template for a specified document.
- **[Extract Document Data (POST)](https://developer.salesforce.com/docs/atlas.en-us.health_cloud_object_reference.meta/health_cloud_object_reference/connect_resources_extract_document_data.htm)**  
    Synchronously extracts unstructured file data using an intelligent ingestion template.
- **[Transform Extracted Data (POST)](https://developer.salesforce.com/docs/atlas.en-us.health_cloud_object_reference.meta/health_cloud_object_reference/connect_resources_transform_extracted_data.htm)**  
    Transforms stringified JSON extraction outputs into organized object mapping parameters synchronously.
- **[Post Transform Data Processing (POST)](https://developer.salesforce.com/docs/atlas.en-us.health_cloud_object_reference.meta/health_cloud_object_reference/connect_resources_post_transform_processing.htm)**  
    Synchronously runs custom post-processing layout adjustments on transformed hierarchical models.
- **[Save Transformed Records (POST)](https://developer.salesforce.com/docs/atlas.en-us.health_cloud_object_reference.meta/health_cloud_object_reference/connect_resources_save_transformed_records.htm)**  
    Synchronously commits structured object tree models directly to core database layers.
- **[Post Save Operations (POST)](https://developer.salesforce.com/docs/atlas.en-us.health_cloud_object_reference.meta/health_cloud_object_reference/connect_resources_post_save.htm)**  
    Launches downstream notification alerts and validation calculations against saved objects.