UiPath Americas
Community
AI Developer Session
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trademarks owned by UiPath, Inc. and its affiliates. ©2023
UiPath. All rights reserved.
2
Agenda
01
02
03
04
Intro
Generative extraction & classification of Documents in Studio Web
Common Generative AI Connector Use Cases
Q&A
Generative
extraction &
classification in
Studio Web
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Public Preview
Intro
The UiPath ™ word mark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. ©2023 UiPath. All rights reserved.
About us
5
What is It?
Classify Document and
Extract Document Data
Activities enhanced with
generative capabilities, allowing
users to input a prompt based
on which the document is
classified, or data is extracted
from it – no model setup
required, just activities!
Who Needs It?
- Citizen & RPA developers
looking to leverage
Document Understanding
- without model setup, to
quickly get up & running
when pretrained models are
not available
- to process unstructured
documents
Customer Benefits
- Ability to process
unstructured documents
- Get up & running quickly, no
model setup required
Generative extraction & classification in
Studio Web
6
Use Cases
1. As a recruiter, I want to search for skilled candidates (a certain skill set) in CVs. Before extracting
the data, I want to see whether the documents sent via email are indeed CVs – or something else
(e.g., Cover letter)
2. As a Lawyer, when identifying a certain type of contract, then I want to extract certain clauses if
available in contracts.
3. As an HR Manager, I want to extract the name & dob of employees, regardless of whether from
passport, id or drivers license - I just need these 2 fields.
7
Let’s See It
Using
Generative AI
Connectors
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GA
9
• Large Connector Catalog of
pre-built API connectors
• Curated Activity Packs for a
uniform, productive
integration experience for
users, developers and
partners
• Robots react and respond
automatically with server-side
triggers to any business
process event
• Seamlessly available across
the UiPath Business
Automation Platform
Start quickly with prebuilt connectors
10
Generative AI Connectors
Google Vertex
- Access to text/chat bison (PaLM 2)
OpenAI & Azure OpenAI
- GPT-3, 3.5, 4
- Text/chat
Anthropic
- Claude2, Claude
Instant
SageMaker
- Jumpstart, Custom,
AWS Marketplace
Bedrock Coming Soon!
- Titan
- AI21 Labs
- Anthropic
What are we missing?
11
Common Use Cases
1. Summarize Text: Summarize candidate's resume and send summary to interviewer ahead of
interview
2. Question Answering: Using an uploaded legal document as context, answer various questions
and return answers in a usable format for form submission / upload into a database
3. Classification: Determine the sentiment of customer reviews according to a particular rating
scale
4. Translation of documents: Translate and/or transliterate documents from a detected language
to a target language
5. Forecasting: Reviewing various data sources, return a summary of product usage trends along
with insights to further investigate
12
Let’s See It
Q&A
The UiPath ™ word mark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. ©2023 UiPath. All rights reserved.
Thank you
The UiPath ™ word mark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. ©2023 UiPath. All rights reserved.

AI and ML Series - Generative Extraction and Classification of Documents in Studio Web - Session 2

  • 1.
    UiPath Americas Community AI DeveloperSession The UiPath ™ word mark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. ©2023 UiPath. All rights reserved.
  • 2.
    2 Agenda 01 02 03 04 Intro Generative extraction &classification of Documents in Studio Web Common Generative AI Connector Use Cases Q&A
  • 3.
    Generative extraction & classification in StudioWeb The UiPath ™ word mark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. ©2023 UiPath. All rights reserved. Public Preview
  • 4.
    Intro The UiPath ™word mark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. ©2023 UiPath. All rights reserved. About us
  • 5.
    5 What is It? ClassifyDocument and Extract Document Data Activities enhanced with generative capabilities, allowing users to input a prompt based on which the document is classified, or data is extracted from it – no model setup required, just activities! Who Needs It? - Citizen & RPA developers looking to leverage Document Understanding - without model setup, to quickly get up & running when pretrained models are not available - to process unstructured documents Customer Benefits - Ability to process unstructured documents - Get up & running quickly, no model setup required Generative extraction & classification in Studio Web
  • 6.
    6 Use Cases 1. Asa recruiter, I want to search for skilled candidates (a certain skill set) in CVs. Before extracting the data, I want to see whether the documents sent via email are indeed CVs – or something else (e.g., Cover letter) 2. As a Lawyer, when identifying a certain type of contract, then I want to extract certain clauses if available in contracts. 3. As an HR Manager, I want to extract the name & dob of employees, regardless of whether from passport, id or drivers license - I just need these 2 fields.
  • 7.
  • 8.
    Using Generative AI Connectors The UiPath™ word mark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. ©2023 UiPath. All rights reserved. GA
  • 9.
    9 • Large ConnectorCatalog of pre-built API connectors • Curated Activity Packs for a uniform, productive integration experience for users, developers and partners • Robots react and respond automatically with server-side triggers to any business process event • Seamlessly available across the UiPath Business Automation Platform Start quickly with prebuilt connectors
  • 10.
    10 Generative AI Connectors GoogleVertex - Access to text/chat bison (PaLM 2) OpenAI & Azure OpenAI - GPT-3, 3.5, 4 - Text/chat Anthropic - Claude2, Claude Instant SageMaker - Jumpstart, Custom, AWS Marketplace Bedrock Coming Soon! - Titan - AI21 Labs - Anthropic What are we missing?
  • 11.
    11 Common Use Cases 1.Summarize Text: Summarize candidate's resume and send summary to interviewer ahead of interview 2. Question Answering: Using an uploaded legal document as context, answer various questions and return answers in a usable format for form submission / upload into a database 3. Classification: Determine the sentiment of customer reviews according to a particular rating scale 4. Translation of documents: Translate and/or transliterate documents from a detected language to a target language 5. Forecasting: Reviewing various data sources, return a summary of product usage trends along with insights to further investigate
  • 12.
  • 13.
    Q&A The UiPath ™word mark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. ©2023 UiPath. All rights reserved.
  • 14.
    Thank you The UiPath™ word mark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. ©2023 UiPath. All rights reserved.