Need to create an Invoice record whenever system receives an email with attachment.

Mahesh Kallumad
Tera Contributor

3 weeks ago

I need to create a new invoice record whenever an inbound email comes in with attachment and need to extract the values from the attachment using document intelligence and map the values to the invoice record.

Currently I have created an inbound email action to create an invoice and copy the attachments to invoice record.

Now I want to extract the values from attachment using flow desingner and update the invoice record.
I have a document intelligent use case which is trained with some invoices and stores the data in invoice staging table .
I need to call this doc intelligence use case in the flow designer and update the invoice record.

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yashkamde
Mega Sage

3 weeks ago

Hello @Mahesh Kallumad ,

 

You can achieve this by integrating Document Intelligence with Flow Designer after the inbound email creates the invoice record.

1)Use your Inbound Email Action to create the Invoice record and copy the attachment to that record.

2)Configure your Document Intelligence Use Case with the target table set to the Invoice table.

3)In the Use Case → Integrations, create two integrations:

  • Process Task Integration : triggers when an invoice record is created and sends the attachment to Document Intelligence for processing.

  • Extract Values Integration : triggers when the Document Task state becomes Done and retrieves the extracted values.

4)Use Flow Designer:

  • Trigger the flow when the Invoice record is created.

  • Use the Process Document action to send the attachment to the Document Intelligence model.

5)After extraction is completed, retrieve the extracted values from the staging table or extracted values table and update the corresponding Invoice record fields.

 

Refer this :

https://www.servicenow.com/community/intelligence-ml-articles/using-document-intelligence-with-nbsp-...
https://www.servicenow.com/community/intelligence-ml-articles/introduction-to-document-intelligence-...

If my response helped mark as helpful and accept the solution.

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