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document-extraction

Automate structured data extraction from documents using ServiceNow Document Intelligence.

34|13|Updated Feb 6, 2026
Search Tags:#ocr#templates#validation#invoices#extraction#document#servicenow
One-click install
npx skills add https://github.com/Happy-Technologies-LLC/happy-servicenow-skills --skill document-extraction
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: document-extraction
Source: https://github.com/Happy-Technologies-LLC/happy-servicenow-skills/tree/main/skills/document/document-extraction
Command: npx skills add https://github.com/Happy-Technologies-LLC/happy-servicenow-skills --skill document-extraction

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Extract structured data from documents (invoices, forms, contracts) using ServiceNow Document Intelligence, reducing manual data entry and errors.

Core Features & Use Cases

  • Configure and manage extraction templates (sn_doc_template) for diverse document types.
  • Map extracted fields to target ServiceNow tables via field maps (sn_doc_intelligence_field_map).
  • Submit and monitor document extractions, review results, and populate target records in batches.

Quick Start

Upload documents and run an extraction workflow to generate structured data in ServiceNow.

Frequently Asked Questions about document-extraction

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate invoice data extraction in ServiceNow?▼

Automate invoice data extraction in ServiceNow by configuring extraction templates, uploading document attachments, and running extraction workflows to populate target tables with structured data.

Can I use ServiceNow Document Intelligence to extract data from contracts and forms?▼

Yes, ServiceNow Document Intelligence can extract structured data from contracts and forms by applying configured extraction templates and field mappings to generate validated records.

Do I need the Document Intelligence plugin to extract structured data from documents?▼

Yes, extracting structured data from documents requires the Document Intelligence plugin enabled on your ServiceNow instance to process templates and map fields to target tables.

How do I map extracted document fields to ServiceNow tables?▼

Map extracted document fields to ServiceNow tables by configuring field maps that connect the extracted data from your templates directly to the appropriate target records.

Can I batch process document extractions for accounting and procurement workflows?▼

Yes, you can batch process document extractions for accounting and procurement workflows by submitting multiple document attachments and monitoring the extraction results to populate records in bulk.

What are the limitations of using templates for document data extraction?▼

Document data extraction requires pre-configured templates and field mappings for each specific document type, meaning unstructured documents or unmapped fields will not be processed correctly.

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