The AI Invoice Extraction action sends the specified document(s) to have the invoice data extracted

This will send a document to be AI processed for invoice data extraction. Unlike the OCR/AI processing, this action sends the document to be processed immediately and NOT to a queue. 

Documents(s)


    • Active Document - Check this ON to process the active document. This will ONLY work if the workflow is acting on a routed Document and not a Record.


    • Found Documents - Check this ON to process all documents found matching the criteria below. Check it OFF to only process the first matching document.


    • From Category / SubCategory / Name - Specify the Category / SubCategory / Name of the Documents to process. The Documents in the active Record are queried and the Documents matching these values are to be processed.



NOTE ON (AI): All AI extraction will incur extra fees. Check with your sales rep for more information.


AI Level


    • Quality - Specify the AI quality to use for this action. 
      • Economy works best for clean, electronic PDFs. It is not best for skewed, scanned or complex PDFs. Cost: LOWEST
      • Balanced works best for a combination of scanned and/or electronic PDF that may be fuzzy or slightly skewed. Cost: MIDDLE
      • Maximum works best for complex, skewed, irregular invoices that may require more logic to resolve. Cost: HIGHEST


    • Max Tokens - All newer AI processes are charged by token counts. You can set a maximum here to avoid having overly complex invoices charged at an extremely high token rate. The default for this setting is 16,384 and the most that is supported is approximately 50k for Economy and 100K for Balanced and Maximum quality levels.



Advanced


    • Include Other Data - Normally the AI Invoice Extraction will return just the standard invoice fields listed below. Turning this option on will allow the AI to return all possible data values - even beyond the defined ones. this is useful for invoices that may label things strangely or have extra line item columns. However, this also increases the token usage so you want to use this wisely.


    • Instructions - Any extra instructions for the AI agent to follow. You do not need to ask for invoice fields as it already does that. This is more for things like "do not process line items" or "use the ABC column as the Amount value for line items" and the like. 



The included fields for this action are:


Header:

    • Vendor
    • VendorAddress
    • InvoiceNumber
    • InvoiceDate
    • DueDate
    • PONumber
    • Currency
    • Terms
    • SubTotal
    • Tax
    • Shipping
    • Amount


Line Items:

    • Description
    • ProductCode
    • Quantity
    • UnitPrice
    • Amount



These fields are extracted and named the same as the older AI Invoice Processing so the Invoice Indexing action can be used the same way after the AI Invoice Extraction action runs.