Document Processing

Learn how to process documents and extract information from them in Kognitos.

Overview

The Document Processing book provides powerful capabilities for extracting, analyzing, and manipulating information from various document types within your Kognitos automations.

Prerequisites

1. Add the Document Processing Book

Follow these steps to first add the Document Processing Book to your agent:

1. Navigate to Books from the left navigation menu.

2. Click on + Add New Book.

3. Search for "Document Processing" and click on it.

4. Click Add to finish adding the book to your agent.

Add the Document Processing Book

Introducing Documents and Files

To work with a document or file in your automation, use any of the following phrases. When Kognitos encounters these phrases, it will prompt you to provide the actual file or document needed for processing.

the file

get the file

use the file

the document

get the document

use the document

How to Upload a Local File

1. Click on Select a method to open the drop-down menu.

2. Select Upload files. Refer to the table below for supported file types.

3. Upload your file or document and click Submit.

After uploading, you can perform additional operations on the document or file within the platform.

Category	Supported File Types for Upload
Text Documents	.pdf, .docx
ERP Document	.edi
Image	.jpeg, .jpg, .png, .tif, .tiff
Data	.txt, .json, .yml, .yaml, .csv
Spreadsheets	.xlsx, .xls, .csv
HTML	.html
Email	.eml
Audio	.mp3, .wav

📘 Working with .tif and .tiff Files

Use the following syntax to upload and convert .tif and .tiff files to PDF format:

read the file as a pdf

Once uploaded and converted, you can use PDF automation procedures on the file object.

Troubleshooting Performance

If your process is taking longer than usual, compare the document sizes with previous runs to identify any changes that could be affecting performance.