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Using Extract data action

  • Atualizado: 2022/03/30
    • Automation 360 v.x
    • Criar
    • IQ Bot

Using Extract data action

TaskBots use the Extract data action to process documents uploaded to IQ Bot.

Before you begin

The Control Room automatically creates a bot containing this action as part of the process of configuring a learning instance. You must complete the steps to create a learning instance, upload documents for processing, and fix the validation errors, before you can edit the associated bots. See Como usar Document Automation.

After the Control Room creates the extractionbot, you can navigate to Automation > IQ Bot Processes, select the folder with the same name as the learning instance, and open the extractionbot. You can edit the following fields:

  • Output results: Specify where to hold IQ Bot data.
    • Uploaded to IQ Bot server: Data generated during extraction is uploaded to the server for further processing (such as validation) and later downloaded by a bot running the Download data action.
    • Saved to local folder: Data generated by IQ Bot is not sent to the server and is saved to the specified folder path.
      Nota: If you select this option, IQ Bot does not send files for validation, since that requires the use of the IQ Bot server. In addition, you can remove the bot running the Download data action from the process, since selecting this option makes that bot redundant.
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