Document Processing & Email Automation through AI

Written by Imran Abdul Rauf

Technical Content Writer

Robotic process automation processes and tools like UiPath have new capabilities to help IT and marketing teams with document processing and email automation. Before understanding how AI simplifies business document processing and RPA email automation, let’s start with the fundamentals.

AI in Document Processing and RPA Email Automation

Artificial intelligence can understand business documents and content semantics and acquire knowledge. AI has considerably enhanced data extraction through intelligence document processing with better accuracy. This process converts unstructured and semi-structured documents into structured and usable files through data extraction automation.

For email automation, AI automatically analyzes various data points and picks the right time, frequency, and personalization criteria for your email campaigns.

Document Processing & Email Automation through AI

New AI Features

UiPath 2021.10 has released new features associating artificial intelligence for forms, emails, and pre-trained ML models used for document processing.

Forms AI: No-Code Document Processing

Forms AI is a component of UiPath Document Understanding used to process documents and forms with similar formats, pay stubs, insurance details, and other similar structured and semi-structured docs. The feature provides and point-and-click experience without mandating any coding or ML knowledge, making it accessible for business users and citizen developers.

Workflow

The Forms AI workflow is quite simple; the user can start by uploading 2 to 4 document samples, select the field for extraction in one document, and then acquire an automatically generated model. The model helps the robots read and understand such types of documents. Once the process tests the rest of the sample documents, we have a practical AI solution. Businesses and IT teams can use this solution for end-to-end document processing automation.

Forms AI concludes the need to create and maintain static document templates or costly ML models to handle documents with similar formats. Forms AI allows users, with little to no knowledge of ML tools and functionalities, to automatically produce small, manageable models in minutes.

Fortunately, these models are smart enough to continuously learn and evolve with time. Moreover, users aren’t restricted from selecting between templates with rule-based approaches and ML for document processing. The tool leverages the capabilities of both approaches and equally removes the limitations that might prove to be a challenge in broader user adoption.

Email AI for Smart Email Processing

UiPath AI Center constitutes over 25 pre-built ML models, a drag and drop interface, multiple deployment options, and various basic MLOps features. The tool allows businesses to incorporate AI into their automation workflows and empower them to comprehend and handle various use cases, even if users are professionals other than from data science.

To make users’ journey for AI-driven automation more convenient, AI Center now has an Email AI solution template. The template instructs on creating AI solutions for automated email processing. According to research, over 360 billion emails were sent each day globally in 2020. This new feature is built to tackle one of the most common enterprise challenges of handling a large number of emails in the inboxes each day.

Why Email AI?

Often businesses hire a dedicated team in the data management space to monitor and process emails sent by partners, customers, vendors, and associated stakeholders. Unfortunately, the management is costly, repetitive, and prone to errors. Email AI helps users counter some of these issues. Its simple components, including sample datasets, RPA workflows analytics templates, ML models, human-in-the-loop (HITL) technology, etc., enable users to build AI workarounds for processing huge volumes of emails.

The AI-driven robots automate the email processing job by identifying the email content's intent, detecting urgent and value-based emails, extracting relevant information, and helping users acquire data to understand the impact of AI-enhanced automation.

Email AI Use Cases

  • A global Fortune 500 enterprise uses Email AI for data entry automation for relevant IT systems and to sort and prioritize emails sent by the company’s customers.
Document Processing & Email Automation through AI
  • An established investment management company automates the processing of equity orders placed by their customers through Email AI.
  • A financial services company extracts income data from emails sent by their customer through Email AI.

The platform serves as a fully integrated tool where the client doesn’t have to go to a third-party solution vendor for email automation.

New AI Features

UiPath 2021.10 has released new features associating artificial intelligence for forms, emails, and pre-trained ML models used for document processing.

Document Processing & Email Automation through AI

Forms AI: No-Code Document Processing

Forms AI is a component of UiPath Document Understanding used to process documents and forms with similar formats, pay stubs, insurance details, and other similar structured and semi-structured docs. The feature provides and point-and-click experience without mandating any coding or ML knowledge, making it accessible for business users and citizen developers.

Workflow

The Forms AI workflow is quite simple; the user can start by uploading 2 to 4 document samples, select the field for extraction in one document, and then acquire an automatically generated model. The model helps the robots read and understand such types of documents. Once the process tests the rest of the sample documents, we have a practical AI solution. Businesses and IT teams can use this solution for end-to-end document processing automation.

Forms AI concludes the need to create and maintain static document templates or costly ML models to handle documents with similar formats. Forms AI allows users, with little to no knowledge of ML tools and functionalities, to automatically produce small, manageable models in minutes.

Email AI for Smart Email Processing

UiPath AI Center constitutes over 25 pre-built ML models, a drag and drop interface, multiple deployment options, and various basic MLOps features. The tool allows businesses to incorporate AI into their automation workflows and empower them to comprehend and handle various use cases, even if users are professionals other than from data science.

To make users’ journey for AI-driven automation more convenient, AI Center now has an Email AI solution template. The template instructs on creating AI solutions for automated email processing. According to research, over 360 billion emails were sent each day globally in 2020. This new feature is built to tackle one of the most common enterprise challenges of handling a large number of emails in the inboxes each day.

Why Email AI?

Often businesses hire a dedicated team in the data management space to monitor and process emails sent by partners, customers, vendors, and associated stakeholders. Unfortunately, the management is costly, repetitive, and prone to errors. Email AI helps users counter some of these issues. Its simple components, including sample datasets, RPA workflows analytics templates, ML models, human-in-the-loop (HITL) technology, etc., enable users to build AI workarounds for processing huge volumes of emails.

The AI-driven robots automate the email processing job by identifying the email content's intent, detecting urgent and value-based emails, extracting relevant information, and helping users acquire data to understand the impact of AI-enhanced automation.

Email AI Use Cases

  • A global Fortune 500 enterprise uses Email AI for data entry automation for relevant IT systems and to sort and prioritize emails sent by the company’s customers.
  • An established investment management company automates the processing of equity orders placed by their customers through Email AI.
  • A financial services company extracts income data from emails sent by their customer through Email AI.

The platform serves as a fully integrated tool where the client doesn’t have to go to a third-party solution vendor for email automation.

Pre-Trained ML Models for Document Processing

Pre-trained ML models perform work at the core of intelligent document processing, which can be retrained over custom documents and requirements. UiPath provides a category of pre-trained ML models that teams can use to start processing documents such as purchase orders, invoices, receipts, utility bills, ID cards, contracts, etc.

Sophisticated solutions like these are easily accessible and usable for automation experts with no specific experience in data science. Users can also retain these models and further improve their accuracy for future use. In the 2021.10 release, UiPath offers machine learning models through the UiPath Document Understanding feature. The new ML models will enable customers to automate business processes that require processing documents like W-2 forms, W-9 forms, remittance advice, delivery notes, etc.

RPA Email Automation for your Business

The promise of end-to-end email automation and business document processing is an opportunity to explore the automation space for service providers and a time-saving, productive asset for customers. Considering the amount of unstructured data that is expected to grow in the future, RPA email automation tools like UiPath will help businesses in ways unimaginable.

Royal Cyber is a digital transformation firm providing automation services for enterprises and businesses in different corporate spaces. Contact one of our experts to learn more.

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