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April 2025 Product Club Recap | Document Automation - Beyond the Basics with .36 Highlight

April 2025 Product Club Recap | Document Automation - Beyond the Basics with .36 Highlight
Lu.Hunnicutt
Pathfinder Community Team
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Welcome to the Product Club Recap!

Haven’t heard of Product Club? The Pathfinder Community Product Club is a monthly virtual meetup where Automation Anywhere’s product leaders unveil the latest in proprietary product innovations. These sessions are designed to keep our community informed, connected, and inspired by showcasing real-life product demos and discussing practical use cases. Subscribe to our events page to receive notifications when a new Product Club event gets scheduled. We hope to see you at the next one.

P.S. If you can’t attend a meeting, no worries — we'll be dropping a recap of each month's session right here in our Product Club hub.

HOSTS
Oli Morris, Principal Developer Evangelist

Alexander Timoshenko, Product Manager, Director

 

 

TOPIC
Already familiar with Document Automation? This recap session explores advanced use cases and gives you a closer look at the new capabilities introduced in the Document Automation .36 release. It’s a great opportunity to see what’s new and how you can put it into practice.


LATEST WITH .36 UPDATE
Alex introduced key updates in the latest release of Document Automation (Version 36), including:

  • New OCR Providers: Introduction of a new OCR provider, Digital PDF Extractor, which is designed for digital PDFs to improve reliability and speed compared to traditional OCR engines 
  • Enhanced Table Extraction: Demonstration of extracting data from invoices with multiple tables, including the use of generative AI to help identify fields without headers 


HANDS ON DEMO
Alex showcased a live demonstration of the Document Automation process, highlighting:

  • The creation of a learning instance to configure document extraction.
  • The option to enable "test mode," allowing for iterative testing and validation without affecting production data.
  • Real-time troubleshooting of extraction challenges, particularly focusing on documents with complex table structures.


ROADMAP FEATURES
Alex shared upcoming features planned for future releases, including:

  • Cloud Extraction Service: A new task type for faster document extraction utilizing powerful cloud resources.
  • Adaptive Layout-Specific Gen AI Prompts: Allowing more tailored prompts for document layouts to improve extraction accuracy.
  • Batch Testing Capability: Enabling users to upload and test multiple documents simultaneously to assess accuracy and identify areas for improvement.
  • Native Checkbox Support: Enhancements for handling checkboxes and checkbox groups to streamline data extraction from forms.



SESSION Q&A
Q: For On-Prem version do we have option to connect to the local LLM model or download LLM and deploy to make use of document extraction?
A: This is available on-prem and we cover this in our Docs site.

Q: Do we have option to make use of RAG for domain specific knowledge?
A: We do as part of our AI Tools. In a Document Automation context this would need to be combined into a process via Process Composer, perhaps with an AI Agent (check out our APA Training Camp) 

Q: Does the new Test Mode caching logic mean that after the first document gets processed that the next subsequent documents that get processed will be faster? Imagine that is on the roadmap?
A: Absolutely. The initial download can be large and on-device caching offers a huge performance improvement.

 

 

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2 replies

Vatsy
Pathfinder Advocate | Tier 6
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  • Pathfinder Advocate | Tier 6
  • 164 replies
  • April 12, 2025

Thanks for sharing this with us! 😊 


SanjayVyas
Navigator | Tier 3
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  • Navigator | Tier 3
  • 11 replies
  • April 17, 2025

Thanks for sharing this ​@Lu.Hunnicutt 


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