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 Ramesh Sangili (RameshSangili)
PEGA
Lead System Architect
Pegasystems Inc.
CA
RameshSangili Member since 2014
PEGA
Posted: Jan 18, 2026
Last activity: Jan 18, 2026
Posted: 18 Jan 2026 18:57 EST
Last activity: 18 Jan 2026 18:58 EST

Automate Case Intake Process from Attachments

Automate case intake from attachments with a GenAI-powered conversational assistant. It reads uploaded PDFs, extracts key fields, populates your case system, and triggers downstream workflow steps. This removes manual data entry and reduces user typos, streamlining and simplifying the case intake process.

 

Configuration:

GenAI

Demo:

Conversational Agent Create case from attachment

 

Pega GenAI Cookbook - Recipes series

Enjoyed this article? See more similar articles in Pega Cookbook - Recipes 🔥🔥🔥 series.

 

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