Automate Document Processing with AI-Based RPA
Table of Contents
- Introduction
- The First AI-Based Tool in Action
- Meet the Experts: Pashak and Chris
- Getting Started with the Aura Digital Worker and Aura Desktop Assistant
- Using Aura to Extract Information from PDF Files
- Working with Fillable PDF Forms
- Handling Different Invoice Layouts
- Advanced Features: Human-in-the-Loop Validation and Document Splitting
- Exporting and Sharing Workflows
- The Future of RPA and AI in Automation
Introduction
In this article, we will explore the capabilities of Aura, an AI-powered automation tool, and its use in extracting information from PDF files. We will also Delve into the various features and functionalities of Aura, including working with fillable PDF forms, handling different invoice layouts, and more. Additionally, we will discuss the future of RPA and AI in automation, as well as provide tips for exporting and sharing workflows.
The First AI-based Tool in Action
Today, we have the privilege of witnessing the first AI-based tool in action. Aura, a groundbreaking automation tool, is here to revolutionize the way we work. In this session, we will witness a live demonstration of how this amazing tool works and discover its remarkable capabilities.
Meet the Experts: Pashak and Chris
Before we dive into the demonstration, let's take a moment to meet the experts behind Aura. Pashak, a real solution expert, will be answering your questions through the chat. Similarly, Chris, our resident specialist, is actively engaged in our community forum, addressing queries from users like you.
Getting Started with the Aura Digital Worker and Aura Desktop Assistant
To begin, it is crucial to understand the two essential components of Aura: the Aura Digital Worker and the Aura Desktop Assistant. The Aura Digital Worker is responsible for executing workflows, while the Aura Desktop Assistant serves as your Studio for creating automations. Both components are required to run workflows efficiently.
To get started, Create a folder in the Aura Desktop Assistant and initiate a new workflow. In this example, we will focus on PDF extraction. By leveraging the "Extract From" command, You can instruct Aura to extract information from a PDF. Additionally, you can utilize the "Find For" command to specify certain criteria for extraction.
Using Aura to Extract Information from PDF Files
Let's explore a practical use case by extracting information from a FedEx invoice. With Aura, you can extract data from PDFs, even if they have Never been previously trained. By defining variables and using commands such as "Extract From," you can extract Relevant information from a PDF effortlessly.
During the extraction process, you can monitor the progress through the logs. Aura utilizes Azure Form Recognizer and Base64 services for extraction, leveraging their AI and machine learning capabilities. These services can be configured within the Aura worker, allowing you to turn them on or off based on your workflow requirements.
Working with Fillable PDF Forms
Aura also excels in working with fillable PDF forms. These forms, created using Adobe Acrobat Pro or Adobe DC, contain specific fields that can be easily extracted with Aura. By implementing commands like "Extract Fields From," you can extract data from these fields efficiently.
To demonstrate, let's extract data from a tax return document. Aura will automatically detect the fillable fields and extract the necessary information, such as names, social security numbers, and more. You can Visualize the extraction results through the variables panel or the inspector window, allowing for quick verification and validation.
Handling Different Invoice Layouts
One common challenge in PDF extraction is dealing with different invoice layouts. Aura overcomes this hurdle with its machine learning capabilities. By leveraging Azure Form Recognizer and Base64 services, Aura can efficiently handle invoices with varying formats and structures.
Let's run a workflow that deals with invoices featuring different layouts and line items. Aura's machine learning algorithms can adapt to different invoice formats, ensuring accurate extraction of information, regardless of the layout. Whether the invoices have different structures or varying numbers of line items, Aura can handle them effectively.
Advanced Features: Human-in-the-Loop Validation and Document Splitting
While Aura offers powerful automation capabilities, there are cases where human intervention is necessary. Although Aura does not currently feature a built-in human-in-the-loop validation station, you can implement custom workflows to incorporate human validation. By defining logical conditions and triggers, you can create an interactive validation process.
In addition to human validation, Aura does not yet support auto document splitting. However, you can achieve document splitting by implementing specific workflows that analyze and segment documents based on predefined criteria. This empowers you to automatically split documents into smaller, more manageable chunks.
Exporting and Sharing Workflows
Aura allows you to export workflows and share them with your colleagues or clients. Simply save the workflow as a text file, which can be easily transported via email, chat messages, or other means. This feature enables seamless collaboration and knowledge sharing among team members.
Additionally, Aura offers encryption options to ensure the security of your workflows. You can choose to encrypt sensitive information using private keys and salts, or leverage external services like Azure Key Vault for enhanced protection. These encryption features give you peace of mind when sharing workflows containing confidential data.
The Future of RPA and AI in Automation
As we near the end of our article, let's ponder the future of RPA and AI in automation. While the emergence of large language models and AI capabilities has brought significant advancements, it is unlikely that AI will completely replace automation tools like Aura in the foreseeable future.
AI will Continue to improve and automate various aspects of our work, but RPA tools like Aura will remain essential for managing complex automation workflows. While AI may eventually handle more tasks and processes, there will always be a need for human involvement and decision-making in certain areas.
In conclusion, Aura provides a glimpse into the vast possibilities that lie ahead in the world of automation. With its AI-powered capabilities and user-friendly interface, Aura is a valuable tool for streamlining workflows, improving efficiency, and simplifying complex tasks. Harness the power of Aura and unlock the full potential of automation in your organization.
Highlights:
- Aura is an AI-powered automation tool designed to streamline workflows and improve efficiency.
- With Aura, you can effortlessly extract information from PDF files and work with fillable PDF forms.
- Aura can handle different invoice layouts and adapt to varying numbers of line items.
- While Aura does not currently support human-in-the-loop validation or auto document splitting, custom workflows can be created to incorporate these features.
- Workflows created in Aura can be exported and shared with others, promoting collaboration and knowledge sharing.
- The future of RPA and AI in automation holds great potential, with AI evolving and automating various tasks while still requiring human involvement and decision-making.
FAQ
Q: Can Aura handle different invoice layouts?
A: Yes, Aura has the ability to handle different invoice layouts by leveraging its machine learning capabilities and AI-powered extraction methods.
Q: Can I export and share workflows created in Aura?
A: Yes, workflows created in Aura can be exported and shared with others. Simply save the workflow as a text file and share it via email, chat messages, or other means.
Q: Does Aura support human-in-the-loop validation?
A: While Aura does not currently have a built-in human-in-the-loop validation feature, you can create custom workflows to incorporate human validation based on your specific requirements.
Q: Can Aura automatically split documents?
A: Aura does not yet support auto document splitting. However, you can create custom workflows to analyze and segment documents based on predefined criteria, effectively achieving document splitting.
Q: Will AI replace RPA tools like Aura?
A: While AI will continue to advance and automate various tasks, RPA tools like Aura will remain essential for managing complex automation workflows. Human involvement and decision-making will still be necessary in many areas.
