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Common AI configurations

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This guide covers shared configuration steps for all AI features in Nutrient Workflow Automation. Complete these steps before setting up any AI feature.

Prerequisites

Before beginning, ensure you have:

  • An account with an AI provider (OpenAI, Claude, etc.).
  • A valid API key from the AI provider.
  • Write access to AI Sources in Nutrient Workflow Automation.
    • In Workflow Automation, AI Sources is the settings area where you create and manage AI connections. An AI source combines the AI provider, selected model, and stored credential, and it can be reused across AI features such as using AI data extraction to populate forms, generating forms using AI, agentic approval, and Workflow’s Workflow Assistant.
    • AI Sources is managed from Settings in your system configuration. Setup relies on credentials stored in Credential Center, so this access is typically limited to administrators. If you need write access to create or edit AI sources, contact your Workflow Automation system administrator.

Supported file types and sizes

AI providers accept common document formats such as PDF, DOC, DOCX, and TXT. Specific limits and supported formats vary by provider.

Always verify the current constraints directly from the provider’s documentation, as limits may change over time.

Creating a new API credential and AI connection

  1. Obtain an API key from your AI provider:

    • OpenAI — Log in to your OpenAI account and create a new API key.
    • Claude (Anthropic) — Log in to your Claude account and follow the instructions to create a new API key.

  2. Open Credential Center and add a new credential, or create the credential inline from the AI Source screen when configuring the connection.

  3. Enter a credential name — for example, OpenAI API Key or Claude Key — paste the API key, and save.

  4. Open AI Sources.

  5. Click Add Connection. Enter a name and description for the connection and select the AI Provider and Model.

    Available providers and models in AI Sources are maintained by the platform and may change over time as provider definitions are updated. Deprecated models are hidden when creating new connections. If you edit an existing connection that uses a deprecated model, the UI shows a warning and requires selecting a supported model before saving.

  6. In Select Credentials, choose the credential you created in Credential Center or the credential you created inline from the AI Source screen. After all required fields are set, Save becomes available.

  7. Click Save.

Tips and best practices

  • Set up the AI connection first. Then test it with representative documents before rolling it out broadly.
  • For prompt-writing guidance — including how to make instructions clearer, reduce hallucinations, and refine results iteratively — refer to the prompt engineering for AI features guide.

If you want users to ask questions about forms, processes, requests, tasks, files, and users by using live workflow data, refer to the Workflow Assistant guide.