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Maestro Orchestrate user guide
- Introduction
- Getting started
- Build on any canvas
- Build with Case
- Reference
- Defining case keys (system vs. external)
- Establishing task I/O and write-back contracts
- Modeling primary and secondary stages
- Triggering a case from Data Fabric
- Implementing stage-level personas and permissions
- Setting SLAs and automated escalation rules
- Configuring a rework loop (re-entry)
- Configuring and testing the Case Manager Agent (preview)
- Build with Flow
- Build with BPMN
- Operating
- Monitoring
- Optimizing
- Reference information
Document processing
Dedicated canvas nodes that apply UiPath document intelligence: extraction, summarization, and more as discrete steps in a process.
Document processing nodes bring UiPath document intelligence directly onto the canvas as discrete, business-oriented steps. Each node represents one operation — extract structured fields, synthesize a long document — without requiring you to wire up a separate agent or understand the underlying model technology.
The nodes are in the Document (Preview) category of the Add node panel.
Available nodes
| Node | What it does |
|---|---|
| Extract | Pulls typed fields from a document using an Intelligent Xtraction and Processing (IXP) extraction model, either an existing model or a new one that you create in the node. Use when you need structured data — invoice totals, form values, named fields — returned in a typed shape for downstream nodes to act on. |
| Summarize document | Synthesizes across a document (up to 1,000 pages) and returns a grounded answer with citations. Use when the next step needs a reasoned answer or summary, not a fixed schema of fields. |
How document processing nodes differ from agent tools
Summarize also exists as a built-in agent tool that attaches to an Autonomous Agent. The distinction is where the decision is made:
- Document processing node — the step is deterministic. The workflow always calls Extract or Summarize at that point in the process, with the inputs you configure.
- Agent tool — the agent decides when to call the tool while reasoning. Use the Summarize agent tool when an Autonomous Agent needs to synthesize documents as part of broader open-ended reasoning.