Hello,
I am creating an AI Skill which will deal with the attachments of a record. I want to send the attachments content of a record(Ex: Account) to the skill. Is there support for this natively or I need to do it manually - like reading all the attachments of the record, extracting the content of each file using a third party library like iTextSharp, PdfSharp?
there is a pre-configured skill available to work with documents - General document handling but its not able to identify the attachments in an account record.
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Hello!
In Creatio, there isn't a native feature that directly sends the content of attachments from a record (e.g., Account) to a skill. However, you can achieve this functionality by leveraging the platform's capabilities and some customizations. Here's how you can approach it:
1. Native Support for Attachments
Creatio allows you to store and manage attachments in the "Attachments and Notes" detail of a record.
However, there is no out-of-the-box functionality to directly extract the content of these attachments and send it to a skill.
2. Using Pre-Configured Skills
The "General document handling" skill is designed for working with documents but may not automatically identify attachments in a specific record like an Account.
If this skill doesn't meet your requirements, you may need to customize or extend its functionality.
3. Custom Implementation
If you need to extract the content of attachments and send it to a skill, you can follow these steps:
Step 1: Retrieve Attachments Use Creatio's API or a custom process to retrieve the attachments associated with the record. This can be done by querying the "Attachments and Notes" detail for the specific record.
Step 2: Extract Content To extract the content of the attachments (e.g., PDF, Word, etc.), you will need to use third-party libraries like iTextSharp or PdfSharp for PDFs, or other libraries for different file types. This step will require custom development.
Step 3: Send Content to the Skill Once the content is extracted, you can send it to your custom AI skill for processing. This can be done by creating a custom integration or using Creatio's business process tools to pass the data.
4. Alternative Approach
If you want to avoid manual extraction and third-party libraries, you can:
Use an external service or API that specializes in document processing (e.g., Google Cloud Vision, Microsoft Cognitive Services).
Integrate this service with Creatio to handle the extraction and processing of attachment content.
5. Recommendation
If you frequently need to work with attachments and their content, consider creating a custom module or extending the existing "General document handling" skill to include functionality for identifying and processing attachments in specific records.
This approach will save time and effort in the long run and provide a seamless experience within Creatio.
Hello!
In Creatio, there isn't a native feature that directly sends the content of attachments from a record (e.g., Account) to a skill. However, you can achieve this functionality by leveraging the platform's capabilities and some customizations. Here's how you can approach it:
1. Native Support for Attachments
Creatio allows you to store and manage attachments in the "Attachments and Notes" detail of a record.
However, there is no out-of-the-box functionality to directly extract the content of these attachments and send it to a skill.
2. Using Pre-Configured Skills
The "General document handling" skill is designed for working with documents but may not automatically identify attachments in a specific record like an Account.
If this skill doesn't meet your requirements, you may need to customize or extend its functionality.
3. Custom Implementation
If you need to extract the content of attachments and send it to a skill, you can follow these steps:
Step 1: Retrieve Attachments Use Creatio's API or a custom process to retrieve the attachments associated with the record. This can be done by querying the "Attachments and Notes" detail for the specific record.
Step 2: Extract Content To extract the content of the attachments (e.g., PDF, Word, etc.), you will need to use third-party libraries like iTextSharp or PdfSharp for PDFs, or other libraries for different file types. This step will require custom development.
Step 3: Send Content to the Skill Once the content is extracted, you can send it to your custom AI skill for processing. This can be done by creating a custom integration or using Creatio's business process tools to pass the data.
4. Alternative Approach
If you want to avoid manual extraction and third-party libraries, you can:
Use an external service or API that specializes in document processing (e.g., Google Cloud Vision, Microsoft Cognitive Services).
Integrate this service with Creatio to handle the extraction and processing of attachment content.
5. Recommendation
If you frequently need to work with attachments and their content, consider creating a custom module or extending the existing "General document handling" skill to include functionality for identifying and processing attachments in specific records.
This approach will save time and effort in the long run and provide a seamless experience within Creatio.