Dev Dives: Streamline document processing with UiPath Studio Web
- 1. Dev Dives Go deeper, automate smarter
- 2. 2 Streamline document processing with UiPath Studio Web and Document Understanding UiPath Dev Dives Webinar Series
- 3. 3 About today’s meeting • Enjoy the next 60 min packed with useful guidance, demos, and live Q&As. • You’ll receive the recording, useful links, and deck via your email. • Bonus content: get the XAML file of automation presented on a call at the end of the session • Get answers to your questions and challenges. Please use the chat box for Qs during the presentation. Live Q&A session at the end. • You're encouraged to network and share your LinkedIn/Twitter in the chat. • Have fun! Feedback is welcome.
- 4. 4 Sylvain Boutié Founder, MyLittleBot and 3x UiPath MVP Meet today’s speakers: Silviu Tenasie Senior product manager UiPath
- 5. 5 Agenda 1 2 3 4 Introduction to Studio Web Building a simple automation with Document Understanding Transitioning to complex scenarios and troubleshooting Q & A
- 6. 6 Why Studio Web? Studio Web is our automation-building tool that only needs a browser. Build cross-platform automations. Quickly start automating - APIs - Document Understanding - Browser automation (UI Automation) - Data Services Always up to date with the latest features and bug fixes. Governance from Automation Ops. Build in the browser and run locally with Assistant. Try Studio Web: studio.uipath.com
- 7. 7 Who is Studio Web for? A broad spectrum of users, of different skills and backgrounds: Business Users RPA Developers IT Admin Orchestrator Admin 7 API Integration specialists
- 8. 8 Once you start working on your cross-platform project in Studio Web, you can continue in the desktop version of Studio with just a few clicks. And vice versa. Handover from Web to Desktop...and back From Studio Web, select Open in desktop on the context menu of your chosen project and continue developing in the desktop version. From desktop If you’re working on a Cross-platform project, from the Status bar, you can Save your project in Studio Web, Open it and carry on developing there.
- 9. 9 A new Cloud Backstage for Studios All projects which are saved to the cloud can be viewed and managed from a single place View all job runs for a project regardless of where it is published Check the processes derived from the project and manage them View all project-relevant data at a glance. Check the older code version of published automations
- 10. 10 Built for: RPA and citizen developers – no data science skills required Built-in AI: Specialized AI models and Generative AI Built as: SaaS, APIs, self-hosted or air-gapped integrated with UiPath Business Automation Platform 1 Receive 3 Act 2 Understand Documents • Multiple languages • Various types & formats • Handwriting & signatures • Tables & checkboxes • Skewed & low-quality scans AI-powered processing Human in the loop UiPath Automation • Initiate other automations • Input into system of record • Drive other actions Validate the extracted information and handle exceptions Digitize Classify Extract
- 11. 11 • Like forms, passports, licenses, time sheets • Fixed in format and can contain handwriting, signatures, checkboxes • Like invoices, receipts, purchase orders, medical bills, utility bills • Containing fixed and variable parts like tables • Like contracts, agreements, emails, scripts, drug prescriptions, news • No fixed format, free-form sentences/paragraphs Which documents can be handled by Document Understanding? Structured documents Semi-structured documents Unstructured documents
- 12. 12 Building a simple automation with Document Understanding • A user heard about Document Understanding and wants to use it to extract the data from Purchase Orders • As this simple automation is working perfectly, he adds more automations parts • He turns his workflow into a multifile automation • He wants to do more but reaches the current limitations of StudioWeb • Let’s export the project in Studio…
- 13. 13 Date/Time Topic May 30 Train smarter, not harder – active learning and UiPath LLMs for document processing Next steps Bonus content: download the automation presented during the demo (link in a chat) Join the next Dev Dives sessions: https://bit.ly/Dev_Dives_2024 Connect with Silviu and Sylvain on LinkedIn: - https://www.linkedin.com/in/silviu-dan-tanasie - https://www.linkedin.com/in/sylvainboutie
- 14. Thank you for your participation! Join us: community.uipath.com