Step 2 - Create Flow to Retrieve File ID from Email Address

Create a screen flow to identify the bank statement file from the customer’s email address–with no code. Learn more about automating tasks with flows.

1. On the App Launcher, select Flows.
2. Click the New button to create a new flow.
3. The New Automation screen opens. Under Categories, find the Autolaunched Automations tile.
4. Under Types, select Autolaunched Flow (No Trigger).
5. The Flow Builder opens. Continue to add elements to set the actions the flow will execute.

• Add element to retrieve contact ID from the user’s email address.
• Add element to retrieve the Document ID from Contact ID.

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Build a Loan Prequalification Agent with Document AI

Before You Start

Step 1 - Create a Document AI Schema Config

Step 2 - Create Flow to Retrieve File ID from Email Address

Create Flow Element to Get Contact ID from Email Address

Create Flow Element to Get Document ID from Contact ID

Finalize Flow Retrieving File ID from Email Address

Step 3 - Create Apex Class (Document AI API Wrapper)

Step 4 - Create Bank Statement Extraction Flow (Apex Wrapper)

Step 5 - Create the Loan Prequalification Employee Agent