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You’re three steps away from bringing “order” to your order process.
Step 1: Create your template
Pick the step in the order management process you want to automate. In this example, we’re automating the purchase order and using an email with a customer’s order information as the source document.
Step 2: Define your fields and prepare for extraction
Define the fields you want your template to contain. You can use the same categories as your CRM or ERP system. You can also define static facts that will always apply to the template, such as "Example_Company is supplier". Once you’ve defined your fields, you’re ready to extract the data.
Step 3: Evaluate the results
Now, you’re ready to evaluate the results. We recommend uploading a few sample documents to make sure that the template works for all customers.
HOW IT WORKS