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Create an IDP agent

Agents & Automation 15 min 2026-07-01
Create an IDP agent

IDP agents extract structured data from documents. You will learn how to configure an agent from scratch.

What you will learn

  • Create a new IDP agent
  • Define document type and target fields
  • Save and activate the agent
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Transcript

Agent overview

Under Document AI → Agents you see all configured IDP agents.

Create new agent

Choose “Add agent” and enter name and description.

Define fields

Set the fields to extract — e.g. invoice number, amount, date.

Where would you like to try PaperOffice?

Workspace and Playground are built for the computer. Grids, batch processing, and the API Playground need a wide screen and a keyboard.

Workspace on the computer. On the phone: capture and approve.

Send to yourself by email Open PaperOffice Mobile
Register free Open app PaperOffice App The full product: web, desktop, and mobile. Capture, organize, search, and work on documents with your team. Free account required Open playground Playground Try selected functions immediately — without registration, using a restricted demo API key. A restricted demo API key