A2019 - 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 CSV file.

Top Benefits

  • IQ Bot using a2019
  • Improve team productivity
  • 100% accurate
  • Time saving
  • 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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
November 5, 2020
First Published
November 4, 2020
Enterprise Version
A2019
ReadMe
ReadMe
Support

See the Bot in Action

IQ Bot instance
Invoice Sample 1
Invoice Sample 2
IQ Bot logic
Upload invoice to IQ Bot
IQ Bot downloaded documents for all invoices
PREV NEXT
IQ Bot instance
Invoice Sample 1
Invoice Sample 2
IQ Bot logic
Upload invoice to IQ Bot
IQ Bot downloaded documents for all invoices

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)