Crafting automations with UiPath Studio Web and Document Understanding™

Introduction

Studio Web is a good place to start your automation journey. It doesn’t require any installation and is ideal for someone who wants to automate their first use case. The greatest advantage of Studio Web is that it’s available at no cost for all UiPath Automation Cloud™ users and does not require prior programming knowledge to get started.

Additionally, Studio Web seamlessly integrates with UiPath Document Understanding™, allowing robots to extract data from various types of invoices (scanned, editable, TIFF, JPEG, etc.) using AI.

Step-by-step use case creation

Marco, the CFO of a small company, wants to forward invoices with a net amount above €10,000 to the accounting team for validation. Also, he wants to automatically save the other ones in a mail folder. Without coding experience, he relies on UiPath Autopilot™ for guidance:

• Starting with Studio Web

When opening Studio Web, Marco can express in natural language what he wants to achieve.

• Autopilot™ creates the workflow

Autopilot™ automatically creates the workflow. The main idea blocks are generated, and Marco only needs to provide some final information activities.

• Connecting to the email account

Marco needs to enable the connection to the generic Gmail account that receives the invoices. This connection leverages UiPath Integration Services that allows connecting to Google Workspace in just three clicks.

• Document Understanding™ configuration

Autopilot™ understands that the invoices need to be read using Document Understanding™ to extract the information. Marco only needs to select the pre-configured model he wants to use. He will use the predefined UiPath model dedicated to invoices.

• Extracting and comparing data

The model automatically extracts the net amount, which is the value needed for the condition check. Marco encounters a data type compatibility issue: the net amount needs to be compared as a number with €10,000.

• Resolving data type issues

Autopilot™ assists by providing the correct expression to use for the comparison.

• Finalizing the workflow

The last part involves filling in the remaining fields for the activities that will forward the email and move it to a dedicated folder by selecting the appropriate folder.

Conclusion

With these steps, Marco successfully automates the invoice processing without any programming knowledge and Autopilot™ guidance enabled him to build an efficient automation. On the other hand we should be aware that some text that AI generation results may differ depending on the quality of the prompt and nature of the automations

Ready to save time and boost productivity? Start your automation journey with Studio Web today and discover how easily you can streamline your workflow! 

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