⚙️ How UiPath Document Understanding Works

• 📥 Input: Ingests scanned PDFs, images, Excel, Word, or email attachments.
• 🔍 Classification: Identifies document type (e.g., invoice, ID, contract).
• 🧠 AI-Based Extraction: Uses pre-trained ML models and custom AI to extract key data (names, amounts, dates, etc.).
• ✅ Validation Station: Optional human review if confidence is low.
• 🔁 Automation: Sends extracted data to ERP/CRM systems using UiPath Robots.

📘 Step-by-Step: Automate with UiPath + AI Document Understanding

• Step 1: Install UiPath Studio and activate the Document Understanding package.
• Step 2: Use the "Document Understanding" template in UiPath Studio.
• Step 3: Add the following key activities:
  • Load Document
  • Digitize Document (OCR)
  • Classify Document Scope
  • Extract Document Data
  • Present Validation Station (optional)
  • Export Extracted Data
• Step 4: Train or select a ML model (e.g., Invoices, Receipts, Identity Docs).
• Step 5: Deploy and run the bot via UiPath Orchestrator or Assistant.

🧠 Example Use Cases for UiPath + AI

• 📄 Invoice Extraction: Auto-read and extract invoice number, vendor, date, and line items.
• 🆔 ID Verification: Extract name, DOB, and ID number from driver's licenses or passports.
• 📑 Legal Contracts: Identify clauses, parties, and expiration dates in scanned contracts.
• 🏦 Bank Statements: Extract account numbers, transactions, and balances automatically.

✅ Ready-to-Use AI Prompt for Data Extraction

📌 Sample Output Example