Process Studio Connectors: Foundation AI

Foundation AI is a document-processing platform powered by artificial intelligence. It analyzes files, extracts key information, and returns structured data once processing is complete. This makes it ideal for handling documents like medical records, where extracting structured information (e.g., patient name, date of service, diagnosis) is critical.

Process Studio allows you to integrate with Foundation AI by configuring it as a trigger, so that your automation starts the moment a document is successfully processed.

How It Works

When Foundation AI finishes processing a document, it sends a notification with the extracted data. You can use this as the starting point for automations, such as validating results, updating systems, or notifying users.

Currently, Foundation AI provides one trigger event, but includes filtering options to fine-tune which documents activate the automation.

How to Set Up Foundation AI as a Trigger

Setting up Foundation AI as a trigger consists of two steps:

• Step 1: Trigger Details

Here’s how to configure the initial trigger:

1. Enter a trigger name.
2. Set the App field to Foundation AI.
3. Set the Event field to Document Processed.

This configuration will activate the workflow each time Foundation AI finishes processing a document.

• Step 2: Trigger Filters

Use filters to define which types of documents should trigger the automation:

1. Select or enter the Variable (e.g., documentType).
2. Select an Operator (e.g., equals).
3. Select or enter the Value (e.g., PDF).
4. (Optional) Click + Add Item to include additional filtering criteria.

For example: If the document type equals PDF, the automation will start after the document is processed.

Available Trigger Events 

Here there is a list of available events list in Foundation AI.

Once this event fires, you can use the extracted data throughout your automation to update records, generate reports, or notify teams.