1
Document Understanding
Solution Accelerators
2
Join our LinkedIn Group – Houston UiPath Community Group
3
Priya Estevez
Senior RPA Consultant
4X UiPath MVP
Diana Gray
UiPath
Community Marketing
Manager, Americas
Houston Chapter Organizers
4
Online Events
• Dec 19 - Connector Corner: Power your campaign with Mailchimp,
Microsoft Teams, CRM and OpenAI integrations
• Jan 25 - Dev Dives: Fast-track time to value with UiPath Solution
Accelerators
https://community.uipath.com/events/
MVP Program
MVPs demonstrate strong product
expertise and a track record of
engagement
MVPs get unique benefits including
early access to product roadmap,
feedback sessions with UiPath
leaders, and professional growth
opportunities.
community.uipath.com/mvp
UiPath upcoming Events
5
Today’s Speakers
Priya Estevez
Senior RPA Consultant
4X UiPath MVP
George Roth
Technology Evangelist for
Document Understanding
UiPath
6
Solution Accelerators are automation frameworks
which are custom-built for specific use cases
What are Solution Accelerators?
7
Why Solution Accelerators?
8
Where can I find them?
9
DU Solution Accelerators
10
But what if we could take AHT savings even
further by adding Generative AI to the mix?
11
Automatic Processing increased 30%
12
Availability and Blog
Generative validation: It's going to be released to public preview next week (December). They will be Find
more info in the Insider Portal: https://www.uipath.com/rpa/insider
Introducing generative validation: maximize efficiency with Generative AI | UiPath
13
ACTIVE LEARNING
14
Next-generation Document Understanding
with active learning
What?
Active learning is a next-gen AI-
powered experience within UiPath
Document Understanding
Why?
• Anyone can train AI models—no coding
or ML skills required
• 80% faster model training—from a
week, down to just a day
• Guidance on model optimization—
humans & AI collaborating together
• Instant model evaluation—built-in model
performance analytics
Where and when?
Private Preview via
Automation Cloud in 2023.10
15
Bringing a new unified experience to
training, deploying and monitoring your model
Previously across Document Understanding, Document Manager, AI Center
Build
Load samples, annotate, and
train your model with a guided
experience
Measure
Understand your model
performance
and how to improve it
Run
Deploy and manage
your projects
with ease
Monitor
Monitor and audit
the performance of
your automation
Note: Preview limitations: Currently we can classify and annotate 40 common document types, limited to out-of-the-box Specialized AI models, full list at https://docs.uipath.com/document-understanding/automation-
cloud/latest/user-guide/out-of-the-box-pre-trained-ml-packages; will be addressed and on roadmap for FA in 24.4
16
Next-gen Document Understanding
Experience with Active Learning:
Build
Build
Load samples, annotate, and train your
model with a guided experience
▪ Upload and manage your documents
▪ Classify documents automatically
▪ Use Generative AI to automatically annotate
fields that users validate
▪ Follow recommendations that guide you
on how to improve your model efficiently
▪ Model training occurs in the background
to see impact of user actions
Note: Preview limitations: Currently we can classify and annotate 40 common document types, limited to out-of-the-box Specialized AI models, full list at https://docs.uipath.com/document-understanding/automation-
cloud/latest/user-guide/out-of-the-box-pre-trained-ml-packages; will be addressed and on roadmap for FA in 24.4
17
Next-gen Document Understanding
Experience with Active Learning:
Measure
Measure
Understand your model performance
and how to improve it
▪ Evaluate your project readiness with model
metrics
▪ Model metrics indicate which parts of the
project need the most attention
▪ Identified and takes user to the part of the
project with recommended actions to
improve model performance
▪ See distribution of dataset
18
Next-gen Document Understanding
Experience with Active Learning:
Run
Run
Deploy and manage your projects
with ease
▪ Evaluate your project readiness with model
Choose and deploy model in just a couple
of clicks
▪ Easily version your entire project
▪ Start working in studio, studio web, or via API
19
Next-gen Document Understanding
Experience with Active Learning:
Monitor
Monitor
Monitor and audit the performance
of your automation
▪ Dashboard integrated to show business
outcomes of the automation
▪ Easily drill down into status of documents
being processed
▪ Visibility into human in the loop events –see
what the validator corrected for full
transparency
▪ Search through history of documents
processed
20
Availability and Links
Active Learning: It will be released to public preview in January, it will be announced on the Insider Portal as
well.
https://www.uipath.com/rpa/insider
Active Learning in Machine Learning [Guide & Examples]
(v7labs.com)
https://burrsettles.com/pub/settles.activelearning.pdf - Burr Settles.
Active Learning Literature Survey. Computer Sciences Technical
Report 1648, University of Wisconsin–Madison. 2009.
David Barber : UCL Centre for Artificial Intelligence : Humans in the
Loop
https://arxiv.org/pdf/2109.12043.pdf - Sample Efficient Model
Evaluation, September 2021
Quiz Time
22
Contact Us
Diana Gray–
https://www.linkedin.com/in/di
ana-gray-mba-b98362/
Priya Estevez –
linkedin.com/in/priyadarshinig
Wrap Up!
Join our LinkedIn Group
linkedin.com/groups/14009261
Invite your Colleagues!
Share this:
community.uipath.com/houston

Houston UiPath Community - Document Understanding Solution Accelerators

  • 1.
  • 2.
    2 Join our LinkedInGroup – Houston UiPath Community Group
  • 3.
    3 Priya Estevez Senior RPAConsultant 4X UiPath MVP Diana Gray UiPath Community Marketing Manager, Americas Houston Chapter Organizers
  • 4.
    4 Online Events • Dec19 - Connector Corner: Power your campaign with Mailchimp, Microsoft Teams, CRM and OpenAI integrations • Jan 25 - Dev Dives: Fast-track time to value with UiPath Solution Accelerators https://community.uipath.com/events/ MVP Program MVPs demonstrate strong product expertise and a track record of engagement MVPs get unique benefits including early access to product roadmap, feedback sessions with UiPath leaders, and professional growth opportunities. community.uipath.com/mvp UiPath upcoming Events
  • 5.
    5 Today’s Speakers Priya Estevez SeniorRPA Consultant 4X UiPath MVP George Roth Technology Evangelist for Document Understanding UiPath
  • 6.
    6 Solution Accelerators areautomation frameworks which are custom-built for specific use cases What are Solution Accelerators?
  • 7.
  • 8.
    8 Where can Ifind them?
  • 9.
  • 10.
    10 But what ifwe could take AHT savings even further by adding Generative AI to the mix?
  • 11.
  • 12.
    12 Availability and Blog Generativevalidation: It's going to be released to public preview next week (December). They will be Find more info in the Insider Portal: https://www.uipath.com/rpa/insider Introducing generative validation: maximize efficiency with Generative AI | UiPath
  • 13.
  • 14.
    14 Next-generation Document Understanding withactive learning What? Active learning is a next-gen AI- powered experience within UiPath Document Understanding Why? • Anyone can train AI models—no coding or ML skills required • 80% faster model training—from a week, down to just a day • Guidance on model optimization— humans & AI collaborating together • Instant model evaluation—built-in model performance analytics Where and when? Private Preview via Automation Cloud in 2023.10
  • 15.
    15 Bringing a newunified experience to training, deploying and monitoring your model Previously across Document Understanding, Document Manager, AI Center Build Load samples, annotate, and train your model with a guided experience Measure Understand your model performance and how to improve it Run Deploy and manage your projects with ease Monitor Monitor and audit the performance of your automation Note: Preview limitations: Currently we can classify and annotate 40 common document types, limited to out-of-the-box Specialized AI models, full list at https://docs.uipath.com/document-understanding/automation- cloud/latest/user-guide/out-of-the-box-pre-trained-ml-packages; will be addressed and on roadmap for FA in 24.4
  • 16.
    16 Next-gen Document Understanding Experiencewith Active Learning: Build Build Load samples, annotate, and train your model with a guided experience ▪ Upload and manage your documents ▪ Classify documents automatically ▪ Use Generative AI to automatically annotate fields that users validate ▪ Follow recommendations that guide you on how to improve your model efficiently ▪ Model training occurs in the background to see impact of user actions Note: Preview limitations: Currently we can classify and annotate 40 common document types, limited to out-of-the-box Specialized AI models, full list at https://docs.uipath.com/document-understanding/automation- cloud/latest/user-guide/out-of-the-box-pre-trained-ml-packages; will be addressed and on roadmap for FA in 24.4
  • 17.
    17 Next-gen Document Understanding Experiencewith Active Learning: Measure Measure Understand your model performance and how to improve it ▪ Evaluate your project readiness with model metrics ▪ Model metrics indicate which parts of the project need the most attention ▪ Identified and takes user to the part of the project with recommended actions to improve model performance ▪ See distribution of dataset
  • 18.
    18 Next-gen Document Understanding Experiencewith Active Learning: Run Run Deploy and manage your projects with ease ▪ Evaluate your project readiness with model Choose and deploy model in just a couple of clicks ▪ Easily version your entire project ▪ Start working in studio, studio web, or via API
  • 19.
    19 Next-gen Document Understanding Experiencewith Active Learning: Monitor Monitor Monitor and audit the performance of your automation ▪ Dashboard integrated to show business outcomes of the automation ▪ Easily drill down into status of documents being processed ▪ Visibility into human in the loop events –see what the validator corrected for full transparency ▪ Search through history of documents processed
  • 20.
    20 Availability and Links ActiveLearning: It will be released to public preview in January, it will be announced on the Insider Portal as well. https://www.uipath.com/rpa/insider Active Learning in Machine Learning [Guide & Examples] (v7labs.com) https://burrsettles.com/pub/settles.activelearning.pdf - Burr Settles. Active Learning Literature Survey. Computer Sciences Technical Report 1648, University of Wisconsin–Madison. 2009. David Barber : UCL Centre for Artificial Intelligence : Humans in the Loop https://arxiv.org/pdf/2109.12043.pdf - Sample Efficient Model Evaluation, September 2021
  • 21.
  • 22.
    22 Contact Us Diana Gray– https://www.linkedin.com/in/di ana-gray-mba-b98362/ PriyaEstevez – linkedin.com/in/priyadarshinig Wrap Up! Join our LinkedIn Group linkedin.com/groups/14009261 Invite your Colleagues! Share this: community.uipath.com/houston