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.

Setup process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the 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)

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