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Maestro user guide

Document processing

Document processing nodes bring UiPath document intelligence directly onto the Flow 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 appear in the node palette under Document processing, grouped by the operation they perform.

Available nodes

NodeWhat it does
ExtractPulls typed fields from a document using a deployed IXP extraction model. Use when you need structured data — invoice totals, form values, named fields — returned in a typed shape for downstream nodes to act on.
SummarizeSynthesizes 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 flow 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.

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