IDP - Intelligent Document Processing
Learn how to use the IDP storage action in your workflows
Last updated
Learn how to use the IDP storage action in your workflows
Last updated
The IDP (Intelligent Document Processing) Action in DBSync enables users to upload, process, and transform documents or images into structured XML outputs using customizable prompts. This action streamlines the extraction and transformation of data from uploaded files, making it easier to integrate unstructured data into your workflows.
Accessing the IDP Action
Navigate to your project in DBSync.
Add the IDP Action to your workflow using the Flow Builder.
Click the Configure button to open the IDP Action setup modal.
Configure Modal
The configuration opens in a pop-up modal with the following UI elements:
Left Panel
Upload multiple documents or image files to train the model and generate XML.
Click on a file to highlight and preview it.
Center Panel
Displays the selected file name and its preview.
Right Panel
Transform Prompt: Enter or modify a prompt to customize the XML output.
Run: Processes the selected document and generates the XML output.
Save & Close: Saves configuration and closes the modal.
Cancel: Discards changes and closes the modal.
Code Mirror: Shows the XML preview after running the action. Users can edit or paste XML content directly and save changes.
File Upload and Preview
Upload multiple files (documents or images).
After uploading, the first file is previewed automatically.
Click any uploaded file to preview it in the center panel.
XML preview is auto-generated post-upload; users can further customize it with a prompt.
File Upload Limit
Maximum file size per upload: 10 MB.
Runtime Variables
In the Flow Builder > IDP Action details panel, the runtime property dropdown lists only variables and form fields containing file paths or file content.
If no runtime variable is selected, a pop-up alert is shown.
Users must select a variable for files to process.
Editing XML Output
On the runtime tab, users can select the variable for files to process.
Click Edit to modify the expected XML output.
On clicking Save, the entire configuration is saved, and the modal closes, redirecting users to the IDP Action details panel (Tab 2: Runtime).
Ensure all files are within the 10MB limit for smooth processing.
Use clear, concise prompts in the Transform Prompt field to generate accurate XML outputs.
Regularly save your configuration to prevent data loss.
Finance & Accounting
Invoice processing: Automatically extract vendor names, PO numbers, totals, due dates, and payment terms from invoices, and route them for review or approval.
Accounts payable/receivable: Match invoices to purchase orders, extract payment terms, and post to finance systems.
Expense receipt extraction: Parse scanned or digital, or handwritten receipts, extract totals and categories, and log them into expense trackers.
Audit tagging: Auto-classify documents as audit-relevant and organize them for easy retrieval.
Legal & Compliance
Contract analysis: Extract key clauses, dates, and obligations from legal contracts for review and compliance.
Regulatory reporting: Automate the extraction and classification of data for regulatory filings and compliance monitoring.
Public records management: Digitize and archive government records for efficient retrieval and transparency.
Ensure all files are within the 10MB limit for smooth processing.
Use clear, concise prompts in the Transform Prompt field to generate accurate XML outputs.
Regularly save your configuration to prevent data loss.
If the runtime property dropdown is empty, ensure that variables or form fields with file paths/content exist in your workflow.
For persistent upload or processing errors, check file formats and sizes.
Q: What file types are supported for upload? A: Supported file types include common document and image formats. Refer to the platform's file upload guidelines for specifics.
Q: Can I process multiple files at once? A: Yes, you can upload and process multiple files. Each file can be previewed and processed individually.
Q: How do I customize the XML output? A: Use the Transform Prompt to guide the XML generation, and edit the output directly in the Code Mirror panel if needed.
