Extract data action

Task Bots use the Extract data action to process documents uploaded to Document Automation.

When you create a learning instance in Document Automation, the Control Room automatically creates the extractionbot. To edit this bot, navigate to Automation > Document Workspace, select the folder with the same name as the learning instance, and open extractionbot.

The following table describes the action fields.
Note: We do not recommend changing the variables in these fields as that might break the process.
Field Description
Document to extract File path to the uploaded document
Learning instance name Name of the learning instance associated with this bot
Output results Specify where to store the Document Automation data. Based on your use case, you can either upload the data to the Document Automation server, or save it to your local folder.
  • Upload to the Document Automation 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.
  • Save to your local folder: Data generated by Document Automation is not sent to the server, but is saved to the specified folder path.
    Note: If you select this option, Document Automation does not send files for validation, since that requires the use of the Document Automation server. In addition, you can remove the bot running the Download data action from the process, as selecting this option makes that step in the process bot redundant.
Service account If the learning instance associated with this bot processes documents in Google Document AI , click Pick to select the credential that contains your Google Document AI security token.
Document AI endpoint URL If the learning instance associated with this bot processes documents in Google Document AI, provide the URL for your service account.
GroupLabel (optional) If the learning instance was created in Automation 360 IQ Bot and connected to Document Automation, this field is auto-filled with the applicable document group name.