Intakes provide automated document ingestion endpoints. Each intake defines a way for external systems to submit documents into a specific document store within a project, triggering processing pipelines automatically.
How Intakes Work
An intake creates an endpoint that external systems can send documents to. When a document arrives at an intake endpoint:
- The document is uploaded to the configured document store
- A document family is created for tracking
- Any configured processing pipelines are triggered automatically
Configuring an Intake
Create Intake
Click the add button on the Intakes page to create a new intake endpoint.
Configure Target
Select the project and document store where incoming documents should be stored.
Set Processing Options
Configure what happens when a document arrives, such as which assistant or pipeline should process it.
Each intake provides a unique URL and authentication credentials. Keep these secure, as anyone with the intake URL and credentials can submit documents to your organization.
