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Azure Document Intelligence

The Azure Document Intelligence piece in ZBrain Flow provides integration with Microsoft's AI-powered document processing service, allowing you to extract information from various document types directly from your workflows. This powerful connector enables you to automate document analysis without manual intervention. With Azure Document Intelligence integration, you can build automations that extract structured data from documents, process invoices and receipts, analyze tables and forms, and convert unstructured documents into actionable data. This piece is ideal for organizations looking to streamline document processing, automate data entry, reduce manual handling of documents, and incorporate intelligent document extraction into their business processes.

How to Use Azure Document Intelligence in ZBrain Flow

Select Azure Document Intelligence as Your Connection

  • Click on the '+' button in the Flow and search for Azure Document Intelligence.

  • Select Azure Document Intelligence.

  • Decide on the action you need, then select it. ZBrain Flow provides several options:

    • Document Analyze – Extract text and structure from general documents.

    • Analyze Document URL – Process documents from web URLs using specified models.

    • Analyze Invoice – Analyze invoice documents.

    • Analyze Receipt – Extract transaction details from receipts.

    • Analyze Document Table – Extract tabular data from documents.

How to Connect to Azure Document Intelligence

In order to use any Azure Document Intelligence actions in ZBrain Flow, you'll need to set up a connection to your Azure service. This is a one-time setup that will allow you to access document analysis capabilities securely.

To create your Azure Document Intelligence connection:

  • From any Azure Document Intelligence action, click on the connection dropdown and select 'Create connection'.

  • In the popup window that appears, you'll need to:

    • Enter a descriptive 'Connection Name' to identify this Azure connection

    • In the 'Document Endpoints' field, enter the endpoint URL for your Azure Document Intelligence resource

    • In the 'Document Key' field, enter your authentication key for accessing the service

    • Click 'Save' to store this connection

To obtain your Azure Document Intelligence credentials:

  1. Log in to the Azure Portal

  2. Navigate to your Document Intelligence resource (formerly Form Recognizer)

  3. Go to the "Keys and Endpoint" section in the left sidebar under the "Resource Management" section.

  4. Copy the endpoint URL and one of the keys (Key 1 or Key 2)

How to Extract Data from General Documents

Configuration Steps:

  • Connect to your Azure Document Intelligence service following the steps in the "How to Connect to Azure Document Intelligence" section.

  • In the 'File URL' field, enter the web address where your document can be accessed. This must be a publicly accessible URL that Azure can download from.

How to Analyze Documents Using Specialized Models

Configuration Steps:

  • Connect to your Azure Document Intelligence service following the steps in the "How to Connect to Azure Document Intelligence" section.

  • In the 'File URL' field, enter the web address where your document can be accessed.

  • From the 'Model ID' dropdown, select the specialized pre-built models that are optimized for specific document types. Each option represents a model that has been trained to recognize and extract information from a particular kind of document:

    • 'invoice' - Extracts vendor, customer, line items, totals, tax information from invoices

    • 'receipt' - Recognizes merchant details, items purchased, totals, tips from retail receipts

    • 'id document' - Extracts information from identity documents like driver's licenses and passports

    • 'business cards' - Captures contact details, company information, and titles from business cards

    • 'medical prescriptions' - Extracts medication details, dosage, and patient information from prescriptions

    • 'contract' - Identifies contract terms, parties involved, dates, and clauses

    • 'w2 form' - Extracts tax information from W-2 tax forms

How to Extract Data from Business Invoices

Configuration Steps:

  • Connect to your Azure Document Intelligence service following the steps in the "How to Connect to Azure Document Intelligence" section.

  • In the 'File URL' field, enter the web address where your invoice document can be accessed. This must be a publicly accessible URL that Azure can download from.

How to Analyze Receipt

To analyze a receipt, first connect to your Azure Document Intelligence service, following the steps in the "How to Connect to Azure Document Intelligence" section. Next, in the 'File URL' field, enter the web address where your receipt can be accessed.

How to Analyze a Document Table

To analyze a document table, first connect to your Azure Document Intelligence service, following the steps in the "How to Connect to Azure Document Intelligence" section. Next, in the 'File URL' field, enter the web address where your document table can be accessed.

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Last updated 23 days ago

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