Automating with Document Understanding - Personal Expenses Processing using the predefined Invoices Extractor

Feedback Studio Web
1

Context: What mundane task are we to automate?

We would like to extract data from invoices, so that we can use it afterwards as part of our personal expenses tracking process. For simplicity reasons, the workflow extracts the data and displays it in the console.

Let us know what you think of this automation idea! Would you like us to share more of these?

  • Yes, more automation ideas please!
  • No, thank you.

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2

@Monica_Secelean what if the predefined projects and the others you shown in the drop down do not appear in my instance?

What kind of settings or setup should i check?

Thanks
Alex

3

@alex_dream do you have Document Understanding as a service enabled on your tenant/at platform level? Do you see the Document Understanding center in the left bar?

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Yes i have it

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Can you share with me the workflow, so that I try to reproduce your issue?