#
Step 2: Creating the Workflow
An automation workflow agent is an agent designed to perform specific automated tasks or workflows without human intervention. It acts on behalf of users or systems to execute predefined actions, often integrating with various applications, APIs, or services to streamline processes, improve efficiency, and reduce manual effort.
The below steps are followed to create the ‘Invoice Workflow’ agent:
#
Steps to create an Automation Workflow Agent
- Click Build+ to create a new agent
- Select Automated Workflow option
- Provide the Agent Name, ex: Invoice_Workflow
- Provide the Description and set the Visibility to Private
- Your agent is now created
- Click + button to start the workflow
- Click + button associated with the start node to add the subsequent node
- Select the integration - S3 download and configure S3 parameters
- Provide the Connection and Bucket Name and provide the Path
- Add Loop Component to run through the files in the S3 folder
- Click + button inside the Loop Component process the files one after the other
- Add your classification agent and select the context as ‘Loop Component’For example,Add flow control If/ElseIf document_type = ‘Invoice’, perform the extraction
- Click + and Add the extraction agent
- Test the agent
- Once the testing is complete, click Publish to publish the workflow agent