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Useful tips................................................................................................................................................... 16
Automation Anywhere Overview of IQ Bot Trials
To use the IQ Bot Trials site, you need to first register for the IQ Bot Trial, then login with credentials from
the welcome email you receive.
On the IQ Bot Trials site, you can:
• Create a learning instance
• Upload invoice documents to the learning instance
• Train an invoice document, and
• Export data to a CSV file
1. IQ Bot takes structured data such as invoice documents in the learning instances.
2. Categorizes documents similar in content layout and content in an IQ Bot for invoice documents in one
or multiple groups.
3. Trains IQ Bots and extracts data from documents to a CSV file.
Note: You can use different invoices in TIFF, JPEG, PNG, and PDF, and other format to train your
learning instance.
Tip: Besides image formats, such as TIFF, JPG, and PNG files, you can also upload PDF (Vector
and Raster) documents for classification and analysis.
Note: You can upload a file of maximum 12 MB size during learning instance creation/editing.
4. Select the standard form and table fields that you want to add from Standard form fields and
Standard table fields sections.
5. Enter names of the form fields in the text box in Other Fields (Optional) section and click Add as
form to add customized form fields. Similarly, you can add new table fields and click Add as table.
6. Click the Create instance and analyze button to create the instance.
The process of classification of invoice documents begins where the invoices are grouped together
and analysed. IQ Bot categorizes invoice documents similar in content layout and content in one or
multiple groups.
You can now train your IQ Bot for this learning instance.
Note: The Field Auto-Mapping feature reduces the time and effort it takes to train the invoice document.
Pre-requisites
• Created a learning Instance with English invoices
• Logged into IQ Bot Portal.
Note: Fields and corresponding values are mapped automatically. If they are not mapped
automatically, then map the fields again.
6. Repeat steps 2 and 3 for each form and table field to map the fields again.
7. Click on the Draw icon next to the field name from the left pane and drag and click on the correct label
name on the document to correct incorrect field mappings. Similarly, map the value of the field by
clicking on the Draw icon.
8. Click on Table Settings in the left pane.
9. Select the End of Table Indicator text box in the left pane.
10. Select the last label or any label after the end of your table on the document to mark the end of the
table. The lable is populated in the text box.
Note: You can enter mutiple lables in the End of table indicator field in this format, for example,
Subtotal | Tax (USD) along with the | pipe symbol to separate the labels. If your document has a note
immediately following the table, you can enter the note in the End of table indicator field.
A group is now trained and IQ Bot brings the next group in line to train. Train all the groups in your learning
instance.
5. Click Save.
6. Click Yes, Proceed with Field addition.
The table field is added to the learning instance.
The CSV file is downloaded with the data extracted from the document.
Basic Concepts
Note: The production information is not available for the trial version.
Flow Limitations: You can use IQ Bot for training only, as production mode and batch processing is
not available.
Processing Limitations: The user can create up to five learning instances and upload to a limit of 10
documents for each learning instance. Each document is limited to a single page only.
2. I have trained the learning instance but cannot see the output.
For each trained group, you can select Preview > Export CSV to see the output.
3. I cannot edit a group as the ‘Edit bot’ link is disabled.
The Edit Bot link appears disabled when the group is in production or when it is in training in another
tab.
Go to the Bots tab and send that bot back to staging.
4. I have completed processing and want to process files in batch mode. How can I do that?
IQ Bot can process files in batch mode when connected to RPA. This feature is not available in the
trial version.
5. I want to add a new domain that is available in the Bot Store.
Importing domains is not available for the trial version.
6. I cannot see the results on the dashboard.
The dashboard displays information of processed files that are in production. This option is not
available in the trial version.
7. What is the prerequisite step to creating a Learning Instance in IQ Bot?
Before you start creating a new learning instance, you must know what information you want to extract
from the documents you would be processing.
It is best practice is to have some sample documents, which you can use as reference to decide on
the items you want to extract. Use them as the first set of documents to train against the new learning
instance.
8. How would I perform validation in the trial?
Validation is available for production processes only. In the trial version, you can validate using
Preview.
9. How many simultaneous documents can be loaded into IQ Bot?
In the trial version, IQ Bot accepts up to a limit of 10 documents for each learning instance. The full
license would support millions of documents per year that can be uploaded in a queue.
10. What is the license requirement for IQ Bots?
You require Automation Anywhere Enterprise with an activated IQ Bot feature. This license is installed
from the Control Room.
11. How many tables can I configure to extract in a Bot?
You can configure unlimited number of tables for extraction.
12. Can I test a document different than that used for training?
Yes, you can. Use the Preview option to navigate to other documents to verify if training was effective.
Learning
Capabilities
• Pay stubs
• Electricity bills
Note: You can select the desired domain when you create a Learning Instance.
Useful tips
This topic suggests useful information that will assist you during your participation in the IQ Bot Trials.
Click on the Draw icon next to the field name from the left pane and drag and click on the correct label
name on the document to correct incorrect field mappings. Similarly, map and correct the value of the field
by clicking on the Draw icon.
Make sure to define the best column for row detection and end of table indicator for a table. The data
extraction fails if you do not define them.