1. Document Understanding as
Cloud APIs and Generative AI
Pre-labeling Extraction and
Classification

2. Diana Gray
Community Marketing
Manager AMER
@UiPath
Meet today’s team:
Monica Luca
Senior Product Manager
@UiPath
Russel Alfeche
Technology Leader, RPA
qBotica
& UiPath MVP
Sharon Palawandram
Senior Machine Learning
Consultant Ashling Partners
& UiPath MVP

3. 3
UiPath Community Meetings:
• AMER Developer Community sessions
• You are encouraged to network with Speakers and MVPs and share your
LinkedIn url in the chat box. We want to get to know you !
• These sessions are for you to engage with us on topics that interest you or that
you want to share with the UiPath AMER Community
• Please use the chat to place questions until Q&A
• If you have any topics that you want us to cover, please email
diana.gray@uipath.com

4. 4
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5. 5
1. Document Understand as Cloud APIs 2. Generative AI Pre-labelling Extraction and
Classification
Agenda

6. 1. Document
Understanding
Cloud APIs
The UiPath ™ word mark, logos, and robots are registered
trademarks owned by UiPath, Inc. and its affiliates.
©2023 UiPath. All rights reserved.

7. 7
Use case: Airports serve millions of
passengers every day – to ensure security,
immigration compliance, and safety,
Passports are scanned.
Challenge: Passcan offers airports a software
which scans documents, identifies whether
they are passports and extracts the
information from them. This information is
then checked against Border Control and
Immigration Systems or Security Databases,
to verify whether the passenger can proceed
to check in. Passcan requires a near real-time
solution, to not make the passengers wait and
want to be able to consume it via Python
code, as their software is built in it.
Solution: UiPath offers
Document Understanding
capabilities as Cloud APIs – so
that Passcan can easily
consume APIs to process the
documents and provide their
services to airports.
Scenario: Provide Passport reading
capabilities to airports

8. 2. Generative AI
Pre-labelling
Extraction and
Classification
The UiPath ™ word mark, logos, and robots are registered
trademarks owned by UiPath, Inc. and its affiliates.
©2023 UiPath. All rights reserved.

9. 9
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

10. 10
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.

11. 11
Task: Michelle receives various return
requests via email, based on:
• Warranty document – she needs to verify that
the product corresponds to the product
mentioned in the Invoices
• Invoice – she will forward the document to a
colleague of hers for checking
Scenario: Automating order returns
Michelle, Customer Support
Agent, UiPeople
• MacBook User
• No Coding skills
• No AI skills