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Welcome to Week 3 of Document Automation Training Camp! You’re halfway there!

Last week you learned about various extraction methods, and we know you had a good time because we had a ton of AWESOME feedback and engaging questions. Keep those coming because we love hearing from you!

This week’s courses are going to be just as great, and we can’t wait to help you along the way. 💡 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

Check out this WEEK 3 INTRO VIDEO from Oli Morris, then scroll down to see your gameplan.


Here’s your Gameplan for Week 3:

Step 1: 📚Complete your Courses
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. 💨

Step 2: 💬 Ask Questions
Drop your insights, learnings, and questions about the courses in the comments below 👇. Connect with others who are also on their Week 3 journey and share your feedback along the way. Our team is here to assist you, so don't hesitate to reach out.

Step 3: 🚀 Join Our LIVE Coaching Session
SIGN UP HERE for the live session of Week 3 on Thursday, October 31st at 8:30 p.m. IST / 11:00 a.m. EDT and get ready to take your document automation skills to the next level! Don’t miss the opportunity to get expert coaching on data validation, manipulation, and result optimization. Enhance your results, optimize throughput, and display outcomes effectively. This is the perfect opportunity to get your questions answered live!

👀 Miss a Live Coaching Session?
To watch the Week 1 session, click HERE
To watch the Week 2 session, click HERE

Your Resources this week include:

  • The Enterprise Control Room: This is where you’ll complete all the hands-on work throughout Document Automation Training Camp.
  • The University Forum: Each week on Wednesday we will be launching a discussion prompt to check in and see how things are going. Responding to this post will get you entered into a drawing to win some swag. We’re calling it our Swag Discussion Series, so keep your eyes peeled and we can’t wait to hear about your use cases.

Drop any questions you might have about Week 3 below ⬇️ and we’ll see you Thursday during our LinkedIn Live event! Have a great week!!

Hi @Lu Hunnicutt,

 

Does it possible to add Closed Caption into the videos? The first video doesn’t has CC

 

Thanks!

Is the 2nd and 3rd link refer to the same video ?? 

@Lu Hunnicutt

The links have been updated.

Hi guys, are you able to import the .zip file with the Bot attached?

 

Hi guys, are you able to import the .zip file with the Bot attached?

 

yes!

Hi guys, are you able to import the .zip file with the Bot attached?

 

can you specify the name of the Zip File you require? 

@jshaji this one: video10-post-processing-taskbot.zip

try this

The third video should be this one…

https://upskill.automationanywhere.com/courses/data-manipulation-and-enrichment

The third video should be this one…

https://upskill.automationanywhere.com/courses/data-manipulation-and-enrichment

yea that’s right but what about the second video?

The third video should be this one…

https://upskill.automationanywhere.com/courses/data-manipulation-and-enrichment

yea that’s right but what about the second video?

The second video is named correct on my end

The third video should be this one…

https://upskill.automationanywhere.com/courses/data-manipulation-and-enrichment

yea that’s right but what about the second video?

The second video is named correct on my end

can you share the link?

The third video should be this one…

https://upskill.automationanywhere.com/courses/data-manipulation-and-enrichment

yea that’s right but what about the second video?

The second video is named correct on my end

can you share the link?

 

 

https://upskill.automationanywhere.com/learn/video/working-with-field-and-validation-rules

We are currently fixing the link for the video ‘https://upskill.automationanywhere.com/learn/video/working-with-field-and-validation-rules’ and it should be live soon. I will be back once it is updated shortly.

Hi @Lu Hunnicutt,

 

Does it possible to add Closed Caption into the videos? The first video doesn’t has CC

 

Thanks!

@GOAA Closed caption is enabled now for the Standard forms video, thanks.

Hi all! Videos are all linked. Thanks so much!

Hi guys, are you able to import the .zip file with the Bot attached?

 

Hey @Marc 1985 - bot upload should be available now. Because of the setup of this training environment, there’s some weird stuff that happens when you give people a file that already exists in public… so we had to move the public files to a different location, and now you should be good to go

Heads up to anyone running into DocumentModelLimit errors - we’re aware of the licensing limitation and we’re working on extending the licensing in this shared training environment as we speak. 

 

 

Update: the request has been submitted to extend the licensing. You should be able to create a standard template in standard forms, and should be able to create nueral templates shortly.

Heads up to anyone running into DocumentModelLimit errors - we’re aware of the licensing limitation and we’re working on extending the licensing in this shared training environment as we speak. 

 

Hi All. To follow-up on Micah’s post, for the time being, you can create template models in place of neural models and they should work just as well. The only difference will be in the confidence of the values which the model thinks it can extract. However, you can adjust for this in the learning instance itself by lowering the confidence threshold.

Please note: We do have limits set whereby any neural models will be purged after 24 hours.

Thank a lot Aaron for your response…

I will use the template model in place of neural model.

Have a good day…

Jesus Ostos.

Thanks a lot @Lu Hunnicutt, @arjun.meda, @Micah.Smith, and @OliverM108256 for resolving the issues!
I was able to import the zip file and also able to see the correct videos.
The Week 3 Game Plan is now complete from my end!
Cheers!

I’m thrilled to announce that I’ve completed Week 3 of the Document Automation Training Camp! 🎉 This week was packed with hands-on experience in:

📑 Using Standard Forms to Create Custom Models

📋 Applying Rules to Learning Instances

🔍 Data Validation (Advanced Training)

🛠️️ Data Manipulation and Enrichment

⚙️ Maximizing Throughput

I highly recommend this training for teams planning to migrate from IQBot to DA or kickstart their DA use cases. Document Automation (DA) offers powerful features like Document Rules for multi-field verification tailored to business needs. For anyone interested, check out the documentation on Formula Validation as covered in Applying Rules to Learning Instances tutorial.

One standout feature was the Advanced Training Setting ⚙️a game-changer for extracting complex or multi-table data. By mapping a primary column and using an end-of-table indicator, DA handles data with impressive accuracy and flexibility.

With Data Validation, custom logic for data cleansing and external lookups reduces unnecessary revalidation via Validator, making DA adaptable to unique use case requirements.

Thanks @Micah.Smith @Lu Hunnicutt @arjun.meda @OliverM108256 for the quick fixes.
 

Heads up to anyone running into DocumentModelLimit errors - we’re aware of the licensing limitation and we’re working on extending the licensing in this shared training environment as we speak. 

 

 

I am also facing same issue.

@Aditi Indoriya - you can use the template model instead of neural and continue with the exercise. It will work the same, just that the confidence score might be slightly different

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