Document Automation Training Camp| Game Plans for Weeks 1- 4

Welcome to Document Automation Training Camp. This 4 week course is designed to give you the tools and techniques for optimizing document workflows and enhancing efficiencies. Whether you're new to document automation or looking to revisit the foundations and practice real-world scenarios, we've got you covered. Please note, in order to do the hands-on practice, you will need access to the Enterprise Control Room. 

Here’s what you can expect:

🗓️ Weekly Game Plans: Get step-by-step guidance through curated mini-courses that cover everything from document prep to advanced automation techniques.
💡Live Coaching Session Recordings: Gain insights from our team of experts and special guest coaches.
🙌 Hands-On Experience: Practice with real-world scenarios and learn how to automate semi-structured and unstructured documents with confidence. 
📚Exclusive Resources: Access best practices, project guides, and insider tips to make sure you succeed with Document Automation.

➡ Week 1

Week 1 lays the foundation for you to excel in on your Document Automation journey. Our goal this week is to set the stage for where we’re going and set you up for success as we move toward building an end-to-end document processing solution.

Your Week 1 Game Plan:

In Week 1, you'll dive into the basics of Document Automation, focusing on building a solid foundation to confidently manage everything from setup to classification. You'll want to make sure you get through all 4 of these, as the Classification of Documents course is an especially interesting guide to building your own machine learning classification model (don't worry, its not as hard as it sounds!) Complete the following courses:

• Introduction to Document Automation Masterclass
• Retrieving Documents for Processing
• Pre-Processing Documents
• Classification of Documents

Then, watch the Introduction to Document Automation coaching session here.

➡ Week 2

In week 2, we'll dive into various extraction methods, exploring everything from basic testing to aliases and generative AI. Plus, we will also go over everything you need to know about setting up your Control Room to deploy robust, human-in-the-loop document processing solutions in a production environment. Sounds exciting, right?

Your Week 2 Game Plan:

These courses are designed to take about an hour to complete in total, and serves as the next step in building upon what you learned last week.

• Working with Pretrained Documents
• Working with User-Defined Documents using Aliases
• Working with Unstructured Documents using Gen AI
• Control Room Prerequisites for Document Automation

Then, watch the Learning Instances and Extraction Methods coaching session.

➡ Week 3

After completing the Week 3 courses you’ll be able to do the following:
🗒️ Create custom rules that automatically detect and fix errors in your data
🔍 Enhance and enrich extracted data, integrating it with external sources
🛠️ Fine-tune your settings to improve accuracy and efficiency of document processing
📈 Optimize your automations to process high volumes quickly while maintaining precision

Your Week 3 Game Plan:

There are 5 courses in total this week, which will take a little over an hour to complete. At the end of the week, you'll be equipped to build Document Automation extraction workflows that are not only accurate and insightful, but also incredibly fast. 💨

• Using Standard Forms to Create Custom Models
• Applying Rules to Learning Instances
• Data Validation (Advanced Training)
• Data Manipulation and Enrichment
• Maximizing Throughput

Then, watch the Optimizing and Displaying Results coaching session.

➡ Week 4

Congratulations! You’ve made it to the final week! We’ve loved seeing your progress, questions, and engagement throughout the camp, and have viewed each of your contributions as valued extensions of the training and team. This is the week where all your hard work pays off as you bring together everything you’ve learned into a powerful, end-to-end document automation solution.

After completing this week’s courses, you’ll be able to:
🌐 Build and deploy end-to-end solutions that seamlessly scale across your organization
👥 Understand the "human in the loop" process to ensure accuracy and compliance
🚀 Design flexible workflows that optimize productivity and adapt to real-world challenges
📊 Maximize the enterprise-wide impact of document automation with advanced design strategies

Your Week 4 Game Plan:

This week, we’re focusing on wrapping up with hands-on applications and alternative design strategies to solidify your expertise. With these three courses, you’ll be ready to apply document automation solutions that meet your organization’s unique needs.

• End-to-End Solution
• End-to-End User Recap
• Alternate Design

Then, watch the Building your Document Automation Project coaching session.

💥 And finally, take the Skill Booster: Once you have completed all the courses in weeks 1-4, it’s time to take the Skill Booster and earn your Document Automation Community Badge.
Directions:

• Click here: Document Automation Skill Booster Link
  • Click “Register Now” to enroll
  • Complete the Assessment
  • Get your Community Badge!

And with that, you have now completed Document Automation Training Camp. Congratulations on your hard work and success. Have questions? Don’t hesitate to reach out to us at community@automationanywhere.com