In our next section, we have Cognitive Bot. Cognitive Bot is mainly used to train our bot to perform cognitive automation. Cognitive Automation Process is a pre-trained automation technology, it automates specific business processes and accepts less data before making an impact.
Once you click on Cognitive Bot, the below page will open:
Now let us see, how to create an instance of invoice and train your bot.
- Login to your Process Bot One using your login credentials.
- Click on the Cognitive Bot.
- Once you click on the Cognitive Bot, you will navigate to the Invoice Instance List, which is as shown below.
- To create a new instance, click on the
- Next, Add invoice instance page will open, which is as shown below.
- Enter the name of the instance under the Learning Instance Name.
- Next, upload the sample invoice document, which you want to train to your bot.
- You can upload a maximum of 10 invoice documents at once to train your bot.
- In the image below, I have uploaded one invoice document.
- Scroll down the Add invoice instance page, you will find Standard Form Fields and Standard Table Fields
- Where the standard form fields are related to the invoice and the standard form field values are always unique. For example, Invoice Number, Invoice date, Invoice Owner, etc.
- And, the Standard table fields are related to the item/product. For example, Item description, Item quantity.
- Now, select the standard form fields which are present in your invoice document.
- In the below image I have selected the fields, which are present in my invoice document.
- In the same way, I have selected the standard table fields, which are as shown below.
- In case your invoice is having any standard form fields or standard table fields and if the option is not present in the orchestrator then you can mention that in the other fields(optional) and click on the Add as Form/ Add as Field
- After adding all the details click on the Create instance and analysis button, as shown in the image below.
- Next, the Data page will open, which contains three parts as Fields, Fields Value, and an Invoice image that we have uploaded. Which is as shown below.
- Here, we are going to train our bot by creating an invoice instance. The first step is to select the field under the fields list.
- Next, select the field from the Fields list and,
- Then move your cursor on the invoice,
- And select the same field value in the image and draw a rectangle box,
- So that the value will be automatically added under the respective field in the Fields Values drop-down list.
- For example, if you select Invoice Number in the fields, then you have to draw a rectangle box on the invoice number in the invoice.
- In the below image you can see that I have selected the Invoice number and drawn a rectangle box on the invoice number in the invoice image, then automatically, the invoice number will be copied to the invoice number in the values of the field.
- As soon as you draw a rectangle on the invoice number, automatically the numbers will be captured under the Fields Values.
- Next, click on the Instance and Analysis, so that the details will be added to your bot.
Note: If you have multiple items in your invoice then, you can select either first or second row items to train your bot.
- Now, you can see the list of instances created. This is as shown in the below image.
- This is how you can create and train your bots.