IQ Bot to Retrieve Invoices Data into CSV
This task bot uploads invoices with different PDF formats to the IQ Bot instance, retrieves desired fields from invoices, and downloads extracted data in a CSV file
Top Benefits
- IQ Bot using Automation 360
- Improve team productivity
- Extract desired fields as an output
Tasks
- Task bot will take PDF files as an input
- Task bot will show the status of upload pdf files in message box. i.e. success or fail
- Task bot will extract required fields data into csv files at output location
- Task bot will show the status of all downloaded csv files with extracted desired fields
Use the general process for IQ Bot to create a learning instance, upload documents, build/train the bots, validate extracted data and make corrections, and set the bots to production.
This Task Bot uploads invoices with different pdf formats to IQ Bot instance (already trained), retrieves desired fields from invoices, and download extracted data from IQ Bot in CSV files.
Free
- Bot Security Program
-
Level 1
- Applications
-
- Business Process
- Customer Service & SupportInformation Technology
- Category
- Banking and Financial ServicesProductivityUtility
- Downloads
- 258
- Vendor
- Automation Type
- Bot
- Last Updated
- May 24, 2021
- First Published
- November 4, 2020
- Platform
- Automation 360
- ReadMe
- ReadMe
- Support
-
- Community Support Only
- Pathfinder Community Developer Forum
- Bot Store FAQs
See the Bot in Action
Setup Process
Install
Download the Bot and follow the instructions to install it in your AAE Control Room.
Configure
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
Run
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Task Bot
- IQ Bot Instance
- PDF Files (Invoices)