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mesellings committed Dec 16, 2024
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14 changes: 10 additions & 4 deletions docs/components/modeler/web-modeler/idp/idp-document-automation.md
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description: "You can import a BPMN or DMN diagram at any time with Web Modeler."
---

Create a document automation project to automatically classify and extract data from documents based on one or more linked document extraction model(s).
Create a document automation project to automatically classify and extract data based on linked document extraction models.

## About document automation

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To create a document automation project:

1. [Add projects]: Link one or more document extraction projects to help the system analyze and categorize your documents.
1. [Test classification] Select an LLM and test the document classification results.
1. [Publish]: Publish the project to make it available to use in your document processing BPMN diagrams.
Content...

## Document automation steps

Complete the following steps to configure and publish an unstructured data extraction project:

1. [Step 1: Add projects]: Link one or more document extraction projects to help the system analyze and categorize your documents.
1. [Step 2: Test classification] Select an LLM and test the document classification results.
1. [Step 3: Publish]: Publish the project to make it available to use in your document processing BPMN diagrams.
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<img src={IdpExtractionProjectModalImg} alt="Create an extraction project modal" width="600px"/>
1. **Name**: Enter a descriptive name for the project, such as “Invoice type A” for example.
1. **Extraction method**: Select an extraction method based on whether your documents contain structured or unstructured data.

- **Form extraction**: Select this method to extract data from structured documents.
- **Unstructured data extraction**: Select this method to extract data from unstructured documents.

1. Click **Create** to create and open the new extraction project.
1. Configure and publish the project:

- See [Extract structured data](idp-structured-extraction.md) to learn how to configure and publish a structured data extraction project.
- See [Extract unstructured data](idp-unstructured-extraction.md) to learn how to configure and publish an unstructured data extraction project.

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