Step 4 - Create the Screen Flow

Here is where everything comes together. In this step, you create a screen flow that orchestrates the entire Document AI process to extract data from resumes.

After you build and activate the flow, it:

  • Retrieves the current Contact record.
  • Gets the latest document attached to the Contact.
  • Extracts the document name.
  • Calls Document AI to process the document.
  • Parses the JSON output.
  • Displays extracted data on a screen for user review and editing.
  • Updates the Contact record with the extracted (and potentially edited) information.
  1. On the App Launcher, find and select Flows.
  2. Click New to create a new flow.
  3. Under Categories select Screen Automations, and under Types select Screen Flow.

The Flow Builder opens. Continue to add elements to set the actions the flow will execute. See Step 5 - Create Flow Elements.