Common AI configurations
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, and agentic approval.
- 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.
- OpenAI
- Accepts a range of file types (TXT, PDF, DOCX, CSV, JSON, etc.).
- For the latest supported file types and size limits, refer to the OpenAI documentation(opens in a new tab).
- Claude (Anthropic)
- Supports multiple text-based file types, including PDFs.
- For the latest supported file types and size limits, refer to Anthropic’s documentation(opens in a new tab).
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
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.
Open Credential Center and add a new credential.
Enter a credential name — for example, OpenAI API Key or Claude Key — paste the API key, and save.
Open AI Sources.
Click Add Connection. Enter a name and description for the connection and select the AI Provider and Model.
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.
In Select Credentials, choose the credential you created in Credential Center.
Click Save.
Tips and best practices
- Provide clear instructions — Write concise, direct prompts for better results.
- Validate the AI output — Confirm the AI response includes the required fields and expected values.
- Refine iteratively — Small changes in prompt wording can produce significantly different results.
- Watch for hallucinations — AI may sometimes provide information not present in a document. If this occurs, reinforce instructions to omit any unverified content.