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Document Understanding Activities how-to guides - Other latest
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Document Understanding Activities
Last updated Feb 20, 2024

Document Understanding Activities how-to guides

This page includes guides and resources that can help you learn how to create automations using the activities in this package.

Tutorials

Step-by-step guides on how to create automations from scratch. Each tutorial includes a project that you can download and open in UiPath Studio.

TutorialDescriptionActivities
Create Pre-Hire in Workday Based on CVCreate a pre-hire in Workday using the data provided in the CV. Classify Document, Extract Document Data, Create Validation Task

Good practices

Tips and tricks on how to use certain features.

FeatureDescriptionActivities
Generative ExtractorPrompt to identify the fields to be extracted, provided as key-value pairs, where the key represents the name of the field and the value a description for it, helping the extractor identify the corresponding value. Extract Document Data
Generative ClassifierPrompt to identify the fields to be classified, provided as key-value pairs, where the key represents the name of the field and the value a description for it, helping the classifier identify the corresponding value. Classify Document
Document DataThe Document Data object is used as input or output to activities part of the UiPath.DocumentUnderstanding.Activities package, containing all the information about the document. Extract Document Data, Classify Document

Studio Web templates

Preconfigured projects that automate common scenarios. You can use a template as is or you can use it as a starting point for a new project to avoid starting from scratch. Templates are also a good way to learn how to automate.

You can find the following templates with activities from this package in Studio Web:

TemplateDescriptionActivities
Extract data from a new invoice file in OneDrive and store it in ExcelExtract data using Document Understanding when a new invoice is uploaded to OneDrive, then export it to an Excel workbook. Extract Document Data
Upload to Google Drive images from PDF attachments received via GmailUse Document Understanding to export charts, graph or other images from PDF files received via Gmail and upload these in Google Drive for later use. Extract PDF Images
Extract data from a new invoice file in Google Drive and store it in Google SheetsExtract data using Document Understanding when a new invoice is uploaded to Google Drive, then export it to an Google Sheets spreadsheet. Extract Document Data
Upload to OneDrive images from PDF attachments received via OutlookUse Document Understanding to export charts, graph or other images from PDF files received via Outlook and upload these in OneDrive for later use. Extract PDF Images
Create a SAP Concur Quick Expenses when a new Outlook email is receivedWhen receiving an email with a receipt on Outlook, create a quick expense in SAP Concur by extracting data from the receipt using Document Understanding. Extract Document Data
Create a SAP Concur Quick Expenses when a new Gmail email is receivedWhen receiving an email with a receipt on Gmail, create a quick expense in SAP Concur by extracting data from the receipt using Document Understanding. Extract Document Data
  • Tutorials
  • Good practices
  • Studio Web templates
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