I am new to UiPath. I need a workflow that can:
- Open an email attachment and IDENTIFY it is an AP Invoice/Credit Note document
- Perform data extraction for key fields like Supplier/invoice number/PO number using OCR/Data Capture
- Validate Supplier details against Master Data
- Validate PO number against Master Data
- Perform Duplicate Check
- Route Validation exceptions to an exception queue(s)
- Produce XML output file with extracted/indexed data
- Save a copy of the invoice document image
- Send XML file to a SFTP file location
I have viewed the video tutorial for FULL automation, but I cant recreate the workflow steps. My main objective is to receive a PDF document, extract Key Invoice data, Validate it against business rules, Save a copy of the successfully processed document, produce an XML output file and send the xml file to SFTP location.
Many thanks for all your support.