Document Intelligence processing with playbook
Invoices ingested through Document Intelligence require Accounts Payable specialists or admins to perform manual actions depending on Document Intelligence availability and invoice processing using Document Intelligence.
The following scenarios occur when Document Intelligence process a document:
- When Document Intelligence is processing the document, and if you select the Capture invoice details card, you’re prompted with the message: Invoice is currently being processed by DocIntel. This process might take some time to complete. Check back for updates.
- When Document Intelligence processing is completed and the data is extracted successfully, the Capture invoice details card is auto-completed and displays the message as: Invoice extraction is successfully completed.
- Extract data with Document Intelligence
- Extract data when Document Intelligence fails
- Extract data when Document Intelligence is unavailable