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- Recipe: build an agent
- Recipe: automate with RPA
- Recipe: enter data into a web app
- Recipe: extract data from a desktop app
- Recipe: refactor and test a workflow
- Recipe: a queue-based process with REFramework
- Recipe: build a Maestro Flow
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- Recipe: extract data from documents with IXP
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This recipe builds an IXP (Intelligent Xtraction and Processing) project that reads invoices and returns structured data — including invoice fields and line items. It shows the full loop from a folder of sample documents to a published project you can call from an automation.
Building IXP projects with coding agents is in public preview, so the exact commands and capabilities may change before general availability.
Prerequisites
- The
uipCLI and skills installed, and an authenticated session (see Install and set up). - A working folder containing 3–5 sample invoices (PDF or image).
Build the project
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Open your coding agent in the folder that holds your sample invoices.
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Prompt it with the task:
"Create an IXP project from the invoices in this folder. Extract the invoice number, invoice date, total amount, and the line items, then review the predictions against each document."
The agent creates the project, IXP suggests a taxonomy and predicts values, and the agent reviews each prediction — confirming the correct fields and leaving the wrong ones for you to inspect.
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Ask the agent how the project is performing:
"Show me the extraction scores for each field."
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Improve the fields that score low:
"The total amount is scoring poorly. Improve its extraction instructions."
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Publish the project once the scores are strong:
"Publish the project and tag it as live."
Result: a published IXP project that extracts structured data from invoices, ready to be consumed by an RPA or API workflow.
IXP generates the predictions; the agent reviews them against the documents rather than typing values in by hand. Extraction quality improves with clearer field instructions and more confirmed examples — start with 5–10 invoices and add more as you hit edge cases.
Go deeper
For building, deploying, and consuming projects in depth, see the IXP documentation.