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Use this page to find example workflows for Aura Digital WorkforceGenta Automation. |
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In this example, you have multiple invoices from different vendors. Each invoice is different and have different structures.
You will use Aura to Gentato loop through the invoices in a folder, and extract the invoice data into a datatable, then export all the data collected to Excel.
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Create Datatable $InvoiceData Add Datatable Columns "Document Type","Company Name","Invoice Number","PO Number","Total Amount","Tax Amount","Freight Amount","Account Name","Company Address","Invoice Date","Order Date","Delivery Date","Account Number","GST Number","Customer ID" //The folder below is also located in your My Documents\Documents\Digital Workforce\AuraGenta Digital Worker\Assets\ //You could remove the C:\ if you want to use the example data from theGenta Aura installer $folder = "C:\Mixed Invoices" foreach ($pdf in $folder) { //By default, AuraGenta will attempt to auto-detect //The -invoice parameter is optional //If -invoice is used, AuraGenta will use Microsoft Form Recognizer to pull additional data from PDFs //Below is without the -invoice and will auto-detect file context, but may retrieve less data Extract from $pdf Extract from $pdf -invoice //Use a Pause command below to view the variable values extracted //You can remove the pause once you have all of the variables you need for completing the below Pause //Click the Resume button to continue //You can remove the Pause to try this again without stopping //You want to now add the values extracted to the datatable switch to $InvoiceData //Next, use 'If' command to check if the invoice is from Acme if ($_CompanyName contains "Acme") { //If it is an Acme invoice, add the relevant details from that invoice //into the datatable Add Datatable Row $_Classification_Name,$_CompanyName,$_InvoiceNumber,$_PurchaseOrder,$_Total,$_Tax,$_Shipping,"NA","NA",$_InvoiceDate,$_OrderDate,$_DeliveryDate,"NA","NA",$_CustomerNumber } if ($_CompanyName contains "Brawn Manufacture") { Add Datatable Row $_Classification_Name,$_CompanyName,$_InvoiceNumber,"NA",$_Total,$_Tax,"NA","NA","NA",$_InvoiceDate,"NA","NA","NA","NA","NA" } } //Below, you can add the datatable result after all rows are added Add Result $InvoiceData //Below, you can send the results to AuraGenta Desktop //Look for "Open Results" button once it is complete Send Results to Desktop |
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