Create New Pipeline

Last modified by admin on 2024/01/10 16:34

A Pipeline is the basic document processing unit of the akaBot Vision.

For every document type (such as invoices, packing lists, claims, etc.), you should specify a separate Pipeline. 

If you want to create a new one just follow the steps below:

Step 1: After login, on the Home screen, click "+ Pipeline" button in the upper left corner

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Step 2: Fill the pipeline name

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Step 3: Choose the document type. A document type is a predefined Extraction schema (this defines what akaBot Vision will extract from the documents, however, it can be changed later).

Note: The default Document type for a new tenant is "General Invoice". If your company would like to use other document types, please contact our akaBot support team at: [email protected] for more assistant.

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Step 4: Choose one or more users to join this pipeline for reviewing documents (if need). 

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Step 5: Click "OK" button to complete creating a new pipeline. 

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