Create a learning instance in Document Automation
Begin processing documents by creating a learning instance. In this version of IQ Bot, you can extract data from invoices or receipts.
先決條件
- To create a learning instance, you must be a
Learning instance creator
user. See Document Automation users. - To create a learning instance that uses Google Document AI to process
invoices or receipts, you must create a credential and locker to hold your
security token. See 建立認證 and 建立 locker.註: When configuring the locker, you must add the
aari-document-processor
custom role as a locker consumer.
程序
We recommend that you open a sample document side by side with the Control Room window as you configure the form and table fields.
- Process: Manages the process using if/else scenarios through which IQ Bot extracts data from uploaded documents, assigns documents to users for validation, and downloads the extracted data.
- Extraction bot: Extracts data from defined fields in the uploaded documents.
- Download bot: Downloads the extracted data to a specific folder on the device or shared network.
- Form: Defines the input parameters that are sent to the process and IQ Bot. Input parameters include the learning instance name, uploaded file, and output file path.
後續步驟
Upload documents to the learning instance, fix validation errors, and verify the extracted data: Process documents in Document Automation