Check if an Item is in a Document

Determines if a specific item is present within a document.

Overview

This procedure determines if a specific item (text or table) is present within a document. When checking for tables, it performs additional processing to identify table structures.

Make sure to add the Document Processing Book to your agent before using this automation procedure.

Syntax

Below is a line-by-line overview of the automation syntax. Expand each line to learn more.

if {"text" | the table} is in the document then

What does it do?

Checks if the specified text is present in the document.

Where does it go?

This phrase should be written on a new line.

Is it required?

✅ Yes — This phrase is required.

Does it require data?

✅ Yes — Either replace text with the text to search for in the document or use the table to search for a table in the document. If searching for a table, a reference to the table must be previously defined with specific column criteria. You can specify specific columns to search for by using the table whose column contains "column-name" and replacing column-name with the name of the column. See the examples below for more details.

Examples

1. Check for Text Presence

This example checks if specific text exists in the document.

get the file as a scanned document
if "important notice" is in the document then
    # perform actions when text is found

2. Check for Table with Specific Columns

This example checks if a table with specific columns exists in the document.

get the file as a scanned document
if the table whose column contains "Employee ID" is in the document then
    # perform actions when table is found

3. Check for Confidential Information

This example checks if confidential information exists in the document.

get the file as a scanned document
if "confidential" is in the document then
    # handle confidential document processing