AI actions - Extract text from document or image

Important: 
  • The AI actions feature is available only when the feature is selected in the AI features for the tenant.

  • AI Actions have input limits to ensure safe and predictable results. Each action that analyzes or extracts information from text can process up to 100,000 characters and up to 1,000 repetitive pattern occurrences. Any input that exceeds these limits will not be processed. Some actions that only convert documents or images to text without analyzing the content, do not enforce these limits.

Use the Extract text from document or image action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. to extract all printed and handwritten text from a file. You can use the extracted text in other AI actions, such as Summarize text or Analyze sentiment.

For example, a user uploads a scanned sales proposal. You want to extract the text from the proposal and summarize the key details later in the workflow. Configure the Extract text from document or image action to extract the text from the uploaded file. The action stores the extracted text in a variable that you can use in the next steps of the workflow.

Note: This video was recorded using the classic navigation. If you're using the new navigation, you may notice differences in layout and menus. While the overall functionality remains the same, navigation steps may vary slightly.

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Configure the Extract text from document or image action

  1. Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.

  2. Select a variable in the File field that contains the document or image to extract text from.

  3. Select or create a variable in the Extracted text field to store the result.

AI actions - Extract text from document or image action fields and settings

Section Field Description

Variable
(Unlabeled) File A variable that contains the document or image to extract text from.
  • Maximum supported file size is 25 MB.
  • Supported file types include .pdf, .jpg, .jpeg, .png, .bmp, .tiff, .heif, .docx, .xlsx, .pptx , .html
 File
Output Extracted text

Stores the result of the action as a text in an object.

  • Printed text is supported in over 270 languages.
  • Handwritten text is supported in 12 languages: English, Japanese, Chinese Simplified, Korean, French, Portuguese, German, Spanish, Italian, Russian, Thai, and Arabic.

Object