Learn how to configure and use automation agents within your document processing workflows.
Automation agents are essential components within the intelligent document processing ecosystem. They streamline document workflows by automating repetitive tasks and reducing the time spent on manual interventions. Parashift’s automation agents can be customized to perform specific actions.
How Automation Agents Work
Automation agents are powerful tools in intelligent document processing that allow you to automate document handling and editing based on specific conditions and rules. This article will guide you through the setup of an automation agent using the available functionality and how to configure its conditions and actions e.g.:
- Field: Change values within selected fields
- Document: Edit document information such as name or document type or add comments and tags to the document
- Match Master Data: User master data table inputs to make bulk changes on documents which match the defined values
- Route: Manage the routing of documents to make administration easier. Assign documents to specific users or groups or change validation levels for further analyses.
Explanation of Key Components
Users can access the configuration settings in the platform’s configuration panel to configure automation agents.
Conditions
Conditions are the rules that trigger the automation agent. They define when the agent should perform actions on a document. These are evaluated during document processing.
Field Condition:
Specifies a condition based on a field value. In the example above, the condition checks if a field (example_field) is present.
Document Type Condition:
This condition ensures that the agent is only triggered for specific document types (e.g., invoices).
User Condition:
Defines the user context for which the agent should act, such as for a particular user or role.
Language Condition:
This checks the language of the document.
Inbound Channel Condition:
Specifies the source channel of the document, such as the API.
Actions
Actions define what the agent will do once its conditions are met. Here are some examples of actions that can be configured:
- Set Field Value:
This action updates a specific field within the document. - Set Document Name:
This action sets or updates the document's name based on the condition. - Insert Master Data:
Inserts or updates master data based on conditions. For example, updating a column in the master data table when the document's status is "pending." - Set Document User:
Assigns or changes the user associated with the document. This could be an action to assign the document to a specific user based on the conditions.
Benefits of Using Automation Agents
- Increased Efficiency: Automates repetitive tasks, reducing manual work and speeding up document processing.
- Consistency: Ensures actions are consistently applied across all documents that meet the defined conditions.
- Customization: Tailor the behaviour of agents to specific business needs or workflows.
Recommended Readings
To better understand the workflows of the Parashift Platform, the following readings and videos are recommended:
- Automation Agents including Master Data: Master Data with Automation
- Transformer: Learn how to use Transformers
Need Help
If you encounter any issues or need further guidance, feel free to contact us at support@parashift.io. Our support team is available as part of your support package.