Workflows
Workflows are a series of interconnected nodes that represent the building blocks of a process. They allow you to automate and streamline your work by linking different processing nodes together to form more complex workflows.
Templates
When creating a new workflow, you don't always have to start from scratch. UBIAI offers a variety of templates that can serve as a starting point for your workflow creation. To access the available templates, first, navigate to the Workflow List. You can find it in the sidebar by selecting "Workflows" > "My Workflow List".
Main workflows page
1. The create workflow can be used to create a workflow from scratch or from an existing template.
2. The “Create from template” is a shortcut to create a workflow from the associated template and move to the workflow edit screen where you can apply further modification before saving the created workflow.
3. The “View All” button displays the list of all available templates for workflow creation.
4. The search bar searches your custom workflows.
5. Display filters for your custom workflows.
6. For each personal workflow, you have the option to edit, delete or duplicate.
Creating a workflow
We already covered how to create a workflow from a template in the Get Started guide. This section will cover the steps required for creating a workflow from scratch and in this case, we will be creating a text summarizer workflow.
- Navigate to “Workflows” from the sidebar.
- Click “+ Create a Workflow” à “Create a workflow from scratch”
- Enter a name and a description if desired and click “Create Workflow”
- Moving on now to the workflow creation interface, we can see the following elements:
o The services (nodes) that constitute the workflow. There are currently 3 categories:
§ Processing services which are the main NLP leveraging tools for annotation and data extraction.
§ Export services which allow you to export your extracted data in multiple ways.
§ Post processing services that provide further possible alterations to your data.
o A “document types” section in which you can specify the types of files that you wish to import. Note: Import types will affect which processing services you will be able to use!
o A “+” button that will automatically display the list of compatible services that can be added to the workflow.
- Toggle the PDF and Photo import options on
- Click the “+” button
- From the displayed list of processing services, choose “OCR”
- Open the Processing panel on the left and choose the ChatGPT service. Note: Using the ChatGPT service requires having a valid OpenAI key set up in your account’s integration settings.
- Define the prompt as follows. Note: You can click on [[input_text]] to add it directly to the textual prompt.
- Open the Export panel and drag and drop the “export” service.
- Click “Save”
Duplicating a workflow
Duplicating a workflow will create an identical copy of it without affecting the original workflow.
Deleting a workflow
- On the confirmation modal that appears, click “YES”
Note: Deleting a workflow will not delete the projects associated with it. However, you will have to select new workflows for the affected projects in order to be able to run them.
Available Services Summary
Import Nodes:
| Node | Description |
|---|---|
Import PDF | Import PDF documents |
Import Photo | Import Images (Supports multiple formats) |
Import Text | Import text files |
Import CSV | Import CSV Files (Supports multiple formats) |
Processing Nodes:
| Node | Description |
|---|---|
OCR | Optical Character Recognition to parse text from PDFs and images (JPG, PNG) |
Table Extraction | Parse any table from PDFS and images (JPG, PNG) |
Form Recognizer | Your custom-trained AI model (requires training) to extract custom entities from semi-structured PDF documents such as forms |
Custom Entity Model | Your custom-trained AI model to extract entities from text files (TXT, DOCX) |
Invoice Model | A pre-trained AI model designed to accurately extract information from invoices, facilitating efficient processing and management of financial documents. |
Receipt Model | This AI service is trained to recognize and extract key information from receipts, aiding in expense tracking, accounting, and reimbursement processes. |
ID Document Model | Utilizing advanced AI algorithms, this model can accurately extract relevant data from various types of identification documents, such as driver's licenses and passports, streamlining identity verification procedures. |
Custom Relation Model | A flexible AI model tailored for extracting specific relational between entities, customizable to suit diverse business needs and requirements. |
Hugging Face | Hugging Face is a state-of-the-art repository for natural language processing (NLP) models, empowering developers to build cutting-edge AI applications for text analysis and understanding. |
Text Classification | This AI service is proficient in categorizing and organizing textual data into predefined categories or labels, facilitating tasks such as sentiment analysis, content filtering, and topic classification. |
WP Parser | Specifically trained to parse W9 tax forms, this AI model accurately extracts information such as taxpayer identification numbers and contact details, simplifying tax reporting and compliance processes. |
W2 Parser | Designed to parse W2 tax forms, this AI model efficiently extracts essential information like income, tax withholdings, and employer details, aiding in tax preparation and reporting tasks. |
Utility Parser | This AI service is specialized in parsing utility bills and statements, extracting relevant data such as consumption metrics, billing periods, and payment details, enabling efficient utility cost management. |
SSA-1099 Parser | Tailored for parsing SSA-1099 forms, this AI model accurately extracts Social Security benefit information, recipient details, and payment data, simplifying income reporting for retirees and beneficiaries. |
Purchase Order Parser | Capable of parsing purchase orders, this AI model extracts vital information such as item descriptions, quantities, prices, and vendor details, facilitating procurement and inventory management processes. |
Pay Slip Parser | Designed to parse pay slips or pay stubs, this AI model extracts key payroll information such as earnings, deductions, taxes, and employer contributions, aiding in payroll processing and employee compensation management. |
Mortgage Statement Parser | This AI service specializes in parsing mortgage statements, extracting relevant information such as loan balances, interest rates, payment schedules, and escrow details, facilitating mortgage management and financial planning. |
Retirement/Investment Statement Parser | Specifically trained for parsing retirement account and investment statements, this AI model extracts crucial data such as asset allocations, account balances, transaction details, and performance metrics, aiding in portfolio management and financial analysis. |
Expense Parser | Capable of parsing various types of expense reports, this AI model extracts key expenditure details such as dates, categories, amounts, and supporting documentation, streamlining expense tracking and reimbursement processes. |
Bank Statement Parser | This AI service is proficient in parsing bank statements, extracting transaction details such as dates, amounts, descriptions, and account balances, and facilitating financial analysis, budgeting, and reconciliation. |
1099-R Parser | Tailored for parsing 1099-R forms, this AI model accurately extracts distribution and tax withholding information from retirement account statements, simplifying tax reporting for retirees. |
1099-NEC Parser | Designed to parse 1099-NEC forms, this AI model extracts non-employee compensation details, including payment amounts and recipient information, streamlining tax reporting processes for freelancers and contractors. |
1099-MISC Parser | Capable of parsing 1099-MISC forms, this AI model extracts various types of income information, such as royalties, rents, and miscellaneous payments, aiding in tax reporting for self-employed individuals and businesses. |
1099-INT Parser | Specialized in parsing 1099-INT forms, this AI model extracts interest income details from financial statements, facilitating accurate tax reporting for interest-bearing accounts. |
1099-G Parser | This AI service is tailored for parsing 1099-G forms, extracting government payments and tax refund information, simplifying income reporting for recipients of unemployment benefits and state tax refunds. |
1120S Parser | Designed to parse 1120S tax forms, this AI model accurately extracts corporate income, deductions, credits, and shareholder information, aiding in tax preparation and reporting for S corporations. |
1120 Parser | Capable of parsing 1120 tax forms, this AI model extracts corporate income, deductions, credits, and tax liability information, facilitating tax compliance and financial analysis for corporations. |
1065 Parser | Specialized in parsing 1065 tax forms, this AI model accurately extracts partnership income, deductions, credits, and partner information, simplifying tax reporting for partnerships. |
1040 Schedule E Parser | Tailored for parsing 1040 Schedule E forms, this AI model extracts income and expense details from supplemental rental income and royalty statements, aiding in tax reporting for property owners and investors. |
1040 Schedule C Parser | Designed to parse 1040 Schedule C forms, this AI model extracts income and expense details from sole proprietorship business statements, facilitating tax reporting for self-employed individuals. |
1040 Parser | Capable of parsing 1040 tax forms, this AI model extracts personal income, deductions, credits, and tax liability information, simplifying tax preparation and filing for individuals. |
1003 Parser | This AI service is proficient in parsing 1003 mortgage application forms, extracting borrower information, loan details, and property data, streamlining mortgage origination processes for lenders and borrowers. |
Form Parser | A versatile AI model capable of parsing various types of forms, extracting relevant data fields and structures, and facilitating data entry, validation, and processing across different industries and use cases. |
ChatGPT | An AI-powered conversational agent based on the GPT architecture, capable of engaging in natural and contextually relevant conversations on a wide range of topics, providing information, assistance, and entertainment. |
GPT Entity Extractor | This AI service enables named entity recognition (NER) without requiring pre-training, allowing for the identification of entities defined by the user, enhancing information extraction and analysis tasks. |
Custom Entity Extractor | A customizable AI tool designed to extract specific information from unstructured PDFs and images, tailored to meet unique business requirements and extract insights from diverse datasets. |
Export services that allow you to export your extracted data in multiple ways:
| Node | Description |
|---|---|
Export | Export result to JSON file. |
Export to QuickBooks | Integration with Quickbooks allowing seamless transfer of parsed data directly to QuickBooks |
Export to Dropbox | This feature facilitates the export of parsed data to Dropbox cloud storage, providing a convenient and secure way to store and access the extracted information from anywhere. |
Export to FTP | Enables the transfer of parsed data to an FTP (File Transfer Protocol) server, facilitating automated data exchange and integration with other systems or applications. |
Export to Google Sheets | This feature allows the direct export of parsed data to Google Sheets. |
Export to MySQL server | Facilitates the export of parsed data to a MySQL database server, enabling seamless integration with existing databases and systems for further processing, analysis, and reporting. |
Export to OneDrive | This feature enables the export to Microsoft OneDrive cloud storage. |
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