Intelligent Document Processing — A Step-by-Step Guide to Process Automation with UiPath Communications Mining & Document Understanding

Description

UiPath Communications Mining is a UiPath Platform capability that uses machine learning to understand and automate business communications across various channels like emails, chat, CRM, tickets etc. It essentially turns these messages into data that can be acted upon.

We can utilize Communications Mining to design an end-to-end solution for Quote-to-Order creation. The process begins with quote creation in Salesforce, automatically sending it to the customer along with any necessary attachments. Upon receipt of the quotation, the customer confirms via email.

Quote-to-order is often a manual process, which can limit the opportunity to scale efficiently. Slow processes can result in a poor customer experience, whilst manual data input can increase the risk of missed information, and incorrect procedures.

By connecting Communications Mining to the quote confirmation mailbox, the finance department can understand and analyze customer emails, extracting key intent, sentiment and context data from messages.

Pairing Communications Mining with Document Understanding to extract relevant data from documents, businesses can automate the quote-to-order process from end-to-end.

In this blog I will outline some of the key concepts and steps involved in automating the quote-to-order process.

Overall, this approach automates the business process through leveraging UiPath Communications Mining and Document Understanding capabilities.

Link

Date

2024-10-20

Related UiPath products

Communications Mining
Document Understanding