IDP Invoice Processing Accelerator
Intelligent Document Processing (IDP) allows users to process incoming documents into a standardized format that they can utilize in their recipes and other downstream applications. We have developed an IDP solution that aims to simplify this process for our customers.
IDP Accelerator provides a framework to include humans in the loop for document review, approval and processing. It is flexible enough to be triggered from any source application of choice and to initiate the Human Review Process via Workflow Apps while highlighting the data with the lowest confidence scores to the reviewer. The Workflow Apps Review UI can also be replaced by Slack, MS Teams, or another UI of choice.
- Enable users to utility IDP by Workato to extract document data from any source system
- Utilize Workflow Apps for human-in-the-loop reviews and approvals
- Highlight the fields extracted with low confidence scores for review
- Easily extend to use with any document, triggering application, or downstream application of choice
If you are interested in the accelerator, please let your CSM know!
PyPDF Library now Available in Workato Python Connector
We're excited to announce that we've added PyPDF to our Python connector library suite! This powerful addition significantly enhances our document processing capabilities and opens up new possibilities for automation.
What is PyPDF?
- A robust Python library specifically designed for PDF document manipulation
- Enables programmatic reading, writing, splitting, and merging of PDF files
- Provides powerful text extraction and document analysis capabilities
Why does this matter?
- Enhanced PDF Processing: Users can now perform sophisticated PDF operations directly within Workato recipes
- Reduced Dependencies: Eliminates the need for external PDF processing tools or manual interventions
- Streamlined Workflows: Enables end-to-end automation of PDF-heavy business processes
Powerful Integration with IDP (Intelligent Document Processing)
The combination of PyPDF with our IDP connector unlocks several powerful use cases:
The combination of PyPDF with our IDP connector unlocks several powerful use cases:
- Document Splitting: Automatically split large PDFs into smaller, processable chunks
- Selective Page Processing: Extract specific page ranges based on business rules
- Keyword-Based Document Processing: Intelligently extract pages containing specific keywords or phrases
Use Case Examples:
- Financial services processing specific sections of reports (KYC documents, bank transactions)
- Healthcare providers splitting patient records for targeted analysis
- Legal teams extracting relevant clauses from large contracts
- HR departments processing specific sections of employee documents
Learn about the Workato Python Connector
Introducing AI Gateway by Workato
The AI gateway is a pioneering addition to our AI capabilities. It enables customers to seamlessly connect to and consume AI/LLM services, securing access to business services from AI assistants or custom GPTs. Without worrying about the underlying infrastructure, AI developers can now focus on building specific AI use cases, such as LLM RAG chatbots or AI integrations. This gateway ensures a secure and observable lifecycle for AI applications in production.
As Workato natively supports hundreds of applications and thousands of actions, it’s quite natural to leverage it as a gateway between AI and the corporate software suite.
- An AI gateway collection is a collection of exposed endpoints dedicated to use with LLMs, GPTs, or other AI applications. This exposure enables AI applications to take actions on your behalf.
- AI gateway collections provide a configurable authorization mechanism between Workato and the AI agent to keep your requests secure. You can also upload your OAS from Workato to prevent additional processing for your AI agents.
Please let your CSM know if you are interested in this AI feature!
