Document Automation Masterclass
Last Updated 11/01
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Courses
17 Courses
Time to complete
04 Hours 14 Minutes
Skill level
Accelerate
Language
English
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Document Automation combines AI and automation to classify, extract, and validate document data. In this three-hour Skill Booster, you’ll learn Document Automation best practices that can drastically speed up business processes—from preparing images to using human-in-the-loop scenarios to handle tricky cases. By the end of this series of mini-courses, you'll be ready to automate both semi-structured and unstructured documents with ease.
Our Skill Booster walks you through every key step of a successful Document Automation project. You'll learn how to tackle common challenges and improve your efficiency by using expert tips and proven strategies. Whether you're new to automation or want to fine-tune your skills, this course is for you.
Get hands-on experience and expert guidance to help you confidently take on real-world Document Automation projects. Don’t miss out—enroll today to boost your skills and become a Document Automation pro!
You'll learn to
Lead Document Automation projects using proven industry best practices- Confidently work with both semi-structured and unstructured documents, tackling real-world challenges
- Master advanced image pre-processing techniques to boost accuracy and efficiency
- Design human-in-the-loop systems that ensure high-quality outcomes
- Handle negative scenarios with ease, enhancing your automation’s precision and reliability
Modules
17 Courses 4 Hours 14 Minutes
1
Introduction to Document Automation MasterclassIntermediate 3 Minutes
Welcome to the world of Document Automation. In this Skill Booster, we'll walk through the entire process, from document input to sorting and extracting important information. You'll also learn how to create learning examples, customize prompts, and check your data for accuracy.
By the end, you'll have a clear understanding of how to set up your own Document Automation solution easily and effectively.
Intermediate 
03 Minutes 
Video2
Retrieving Documents for ProcessingIntermediate 8 Minutes
Learn to streamline document processing using manual methods and custom workflows for document extraction and validation with Automation 360.
Intermediate 08 Minutes Video3
Pre-Processing DocumentsIntermediate 5 Minutes
In this course, you’ll master the techniques needed to prepare documents for a Document Automation system. You’ll learn how to combine and edit images, convert them to PDFs, and enhance them for optimal data extraction. Plus, you’ll discover how to properly orient images to ensure everything runs smoothly. By the end, you’ll have all the skills you need to get documents ready for seamless automation!
Intermediate 05 Minutes Video4
Classification of DocumentsIntermediate 21 Minutes
Document Classification helps you organize and group documents for easy content extraction. In this course, you'll learn how to create learning instances that allow you to build logic for merging pages within a document, improving data extraction. At the end of this course, you'll be able to efficiently classify and manage documents to get better results from your automation process.
Intermediate 21 Minutes Video5
Working with Pre-Trained DocumentsIntermediate 16 Minutes
Learn how to create learning instances to extract data from various document types.
Intermediate 16 Minutes Video6
Working with User-Defined Documents using AliasesIntermediate 10 Minutes
Learn how to define aliases for custom document types to ensure accurate data extraction, even when field labels vary across documents.
Intermediate 10 Minutes Video7
Working with Unstructured Documents using Gen AIIntermediate 14 Minutes
Learn how to customize generative AI prompts to improve data extraction from documents. This course breaks down how to fine-tune basic prompts, fix common misunderstandings, and experiment with large language models (LLMs) using AI Studio. By giving clear, detailed instructions, you can boost the accuracy and efficiency of your AI-driven data extraction process.
Intermediate 14 Minutes Video8
Control Room Prerequisites for Document AutomationIntermediate 20 Minutes
Learn how to set up a Document Automation process so that it can run remotely and enable users to validate documents via Automation Co-Pilot.
Intermediate 20 Minutes Video9
Using Standard Forms to Create Custom ModelsIntermediate 17 Minutes
Learn how to extend the functionality of pre-built document types in Document Automation by utilizing Standard Forms and creating custom models.
Intermediate 17 Minutes Video10
Applying Rules to Learning InstancesIntermediate 16 Minutes
In this course, you'll discover how field and document rules can boost the accuracy of your Document Automation. Field rules let you correct individual fields, such as fixing wrong characters, while document rules handle more complex tasks like validating calculations across multiple fields. By automating error detection and correction, these powerful tools ensure your data extraction is more reliable and efficient, helping you avoid costly mistakes and streamline your processes.
Intermediate 16 Minutes Video11
Data Validation (Advanced Training)Intermediate 12 Minutes
Dive into advanced training settings for Document Automation to take your table data extraction and validation to the next level. In this course, you'll learn how to set primary columns to identify rows, add end-of-table markers to control extraction, and adjust or re-map header labels. With these fine-tuned settings, you can improve the accuracy and efficiency of your document processing, making your automation more precise and reliable.
Intermediate 12 Minutes Video12
Data Manipulation and EnrichmentIntermediate 16 Minutes
Make your document data to more useful and valuable. In this course, we’ll cover techniques like standardizing values and integrating external data sources, allowing you to enhance the quality and usability of the information you process. These methods will help you get more out of your data and improve the overall effectiveness of your automation.
Intermediate 16 Minutes Video13
Maximizing ThroughputIntermediate 8 Minutes
Maximize throughput by optimizing your Document Automation to handle large volumes efficiently using device pools. We'll cover strategies for scaling up your operations, balancing resources, and ensuring your system processes documents quickly while maintaining accuracy. These techniques will help you boost efficiency and get more done without compromising on quality.
Intermediate 08 Minutes Video14
End-to-End SolutionIntermediate 36 Minutes
In this course, you'll see how all the parts of the document automation process come together into a seamless, end-to-end solution. We'll walk you through integrating everything, from document intake to final output, to make sure your entire workflow runs smoothly and efficiently. This ensures a streamlined process that works flawlessly from start to finish.
Intermediate 36 Minutes Video15
End-to-End User RecapIntermediate 4 Minutes
Recap of the full user experience of end-to-end document automation, from classification to extraction.
Intermediate 04 Minutes Video16
Alternate DesignsIntermediate 3 Minutes
Explore different ways to start automation processes, from task bots to larger workflows, and learn to maximize enterprise impact with document automation.
Intermediate 03 Minutes Video17
Document Automation Masterclass AssessmentIntermediate 45 Minutes
This assessment evaluates your knowledge of the topics covered in the Document Automation Masterclass Skill Booster. Upon completion, you will earn the "Document Automation Masterclass" badge.
Intermediate 45 Minutes Assessment