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Version: Current

Analyze Document

Description​

The Analyze Document activity uses Azure AI Document Intelligence to analyze documents such as PDFs, scanned images, invoices, receipts, contracts, identity documents, and forms.

The activity extracts structured information including text, tables, key-value pairs, document fields, layout information, and other document-specific entities depending on the selected document model.


Common Capabilities​

Process Data Support​

info

This activity supports dynamic configuration using variables from the Process Data drawer.

You can bind values from Model Data, Form Data, System Data, Enterprise Variables, and Activity Outputs.

Learn more → Using Process Data


Design-Time Configuration​

Display Text​

The label for this activity as it appears on the workflow canvas.

Connection Name​

Select one of the following:

  • An Azure AI Document Intelligence connection configured in AI Command Center using customer-provided Azure credentials.
  • IB-X Azure Document Intelligence Credits to use the IntelliBuddies Integration Gateway.

When using IB-X Azure Document Intelligence Credits, document analysis requests are processed through the Integration Gateway and consume IB-X Currency based on the request volume and processing requirements.

Select Document By​

Specifies how the document is provided.

File​

Analyze a document provided as a File Reference.

This option is typically used with:

  • Email attachments
  • Files downloaded from cloud storage
  • Files generated by previous workflow activities

URL​

Analyze a document available through a publicly accessible URL.

Document File​

The File Reference of the document to analyze.

Used when Select Document By is set to File.

Document URL​

The URL of the document to analyze.

Used when Select Document By is set to URL.

Document Type​

Selects the Azure Document Intelligence model used for analysis.

Document TypeDescription
InvoiceExtracts invoice fields and line items
ReceiptExtracts receipt information
Business CardExtracts contact details from business cards
Identity DocumentExtracts identity document fields
ContractExtracts contract content and structure
US Health Insurance CardExtracts insurance card information
US W2 TaxExtracts W-2 tax form data
US 1098 TaxExtracts IRS Form 1098 data
US 1098-E TaxExtracts IRS Form 1098-E data
US 1098-T TaxExtracts IRS Form 1098-T data
LayoutExtracts text, tables, and document structure without field recognition

Detect Key-Value Pairs​

Detects general form fields and key-value pairs throughout the document.

Detect Formulas​

Detects mathematical formulas and expressions.

Detect Languages​

Detects the language used within the document.

Detect Barcodes​

Detects and extracts barcode information.

Detect Font Styling​

Detects font properties such as style, weight, and emphasis where supported.

Perform High Resolution OCR​

Uses higher-resolution optical character recognition for improved accuracy on documents containing small text or complex layouts.


Wait All Incoming​

Execution Control

Controls how this activity behaves when multiple incoming execution paths converge.

Learn more → Execution Control


On Error​

Error Handling Strategy

Defines how the workflow behaves if this activity encounters a runtime error.

Learn more → Error Handling


Outputs​

Analyze Result​

A structured document analysis result containing extracted information such as:

  • Document fields
  • Key-value pairs
  • Tables
  • Text content
  • Pages
  • Languages
  • Barcodes
  • Confidence scores

Raw Response​

The complete JSON response returned by Azure AI Document Intelligence.


Notes​

  • Supported file types depend on Azure AI Document Intelligence capabilities.
  • Processing time varies based on document size, page count, and selected analysis options.
  • When using IB-X Azure Document Intelligence Credits, IB-X Currency is consumed through the Integration Gateway.