Creating and Scoping New Directions
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Invoice AI Directions allow administrators to guide how the AI model processes invoices by setting specific natural language instructions. These directions act as exceptions to general rules and help tailor invoice handling based on keywords or vendors. Administrators can better control invoice data recognition for complex or vendor-specific documents by configuring new directions. For example, if every delta consultants invoice contains the phrase “Delta Consultants,” you can create a direction that applies exclusively to that vendor.
In this article, you’ll learn how to create a new AI Direction, set its identifying keywords, and decide whether it should apply universally or only to selected documents.
AI Directions are one-off instructions you add when the standard rules are not enough. Each direction triggers only when its document keywords appear, letting you confine the behavior to a single vendor, account number, or any custom marker you choose.
Follow these steps to add a new direction and set its scope:
Once you are on the AI Directions page, click the Create AI Direction button, which will open the Create AI Direction page:
Next, enter a name for the direction (e.g., Test for training) in the Direction Name box:
In the Identifying Document Keyword(s) box, type in your desired keyword that turns the direction on:
Use something unique on the document, such as a vendor name, account number, or tax ID, so the direction applies only when those keywords appear.
If you need the direction to apply broadly, enter a period (.) in the Identifying Document Keyword(s) box since a period appears on every invoice, so the direction runs across the board:
If you want this to apply to delta consultants only, type Delta Consultants in the Identifying Document Keyword(s) box so the direction triggers exclusively for that vendor:
This concludes the overview of creating a new direction in SquareWorks Automate.
