Create a new automation starting from a file

Automate your document processing tasks by using the Extraction Automation Builder to create a Studio Web workflow. You only need a document to start with, then you can use the suggested, pre-configured activities.

Select Create automation from the main page of Document Understanding^TM for Automation Cloud^TM to access the Extraction Automation Builder.

Initiate a new extraction automation

Perform the following steps to initiate a new extraction automation:

1. Upload a document. Once the document is uploaded, the document type is automatically detected, with a 0-100% confidence. Manually select the document type if the automatic detection was incorrect.
   Note: Make sure that the document's format is either JPG, PDF, or PNG. The document can have a size of maximum 14 MB and 20 pages.
2. Expand the Optional configurations menu for advanced settings.
3. Add a custom project name and description.(optional).
4. Choose if the extracted data should be validated or not (optional).
5. Select Create Workflow.

You are then redirected to Studio Web, where you can further customize your workflow, or just run it to see the extracted results on the screen.

View your automation

Once you create a new workflow, you can view it by performing the following steps:

1. Access Studio Web.
2. Select the Projects tab.
3. Select your automation project.

Once opened, your project should look like this:

Run the project

You can now run your project so that data can be extracted and validated.

1. Select Run to run the project.
2. Open Action Center and assign the action to yourself. The running workflow is suspended until you complete the task in Action Center.
3. Select Resume to resume running your workflow.
4. Once completed, you can check all the extracted data in the right panel.