Agents

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Does UiPath Agents support Real time document upload ? I an current building out an agent and I want to test it out with invoice or SDD documents

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@ashton.lalchan,

You will have to build a RPA bot for uploading and indexing that document. Once indexed then use that RPA process/bot as a tool in your agent.

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No it does not support currently, but there are 2 things you can do here:

  1. Build an agent and use that within your RPA workflow using Run Agent activity.
  2. Use an RPA process to extract the data and pass that to Agent for further actions.

Let me know if you have any questions. @ashton.lalchan

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Hi can you provide a sample step by step for this becuase I have hard time understanding

5

Here’s an example: i have created a agent to identify mismatch in invoice and purchase order:

The image is a screenshot of an application interface for an Invoice Dispute Investigation Agent with instructions for handling purchase order mismatches and utilizing an InvoiceExtraction tool to extract data. (Captioned by AI)
The image is a screenshot of an application interface for an Invoice Dispute Investigation Agent with instructions for handling purchase order mismatches and utilizing an InvoiceExtraction tool to extract data. (Captioned by AI)892×640 41 KB

Here I have added a tool named InvoiceExtraction when the agent run this RPA process read the invoices from email → extracts data → passes to agent for further processing.

Let me know if you still have questions. @ashton.lalchan

You can follow the same.

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@ashton.lalchan
Yes, UiPath Agents support real-time document uploads using Document Understanding and AI Center. You can build an agent that:

  • Accepts invoices or SDDs via chat or UI
  • Processes them instantly using a pre-trained or custom ML model
  • Returns extracted data in real time