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Create an IDP agent

IDP Agents 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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Full 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.