Be sure and use the right tool for the job. If you’re getting this information from the public, using a web server to receive the files and validate them is going to be easier due to the anonymous nature of public users.

Once you receive that data, you can use a REST web service call from the web server to send that information to your automation. This is the same approach we use internally for one of our processes.

If this is not open to the public and these users have Automation Anywhere accounts (and attended automation licenses), you can use Forms and the Automation Co-Pilot to receive that data from the user.

Hi,

You can have users upload the documents via a web form or through an API. Once the documents are uploaded, you can use OCR (Optical Character Recognition) to extract text from those documents, like passports or receipts.
To classify the documents (passport, receipt, etc.), you can either:

• Use simple keyword matching after OCR extraction (e.g., check if the document contains words like “passport” or “receipt”).