Academy From Excel and email to workflow
Episode 6 of 10
OCR versus AI reading
OCR turns a picture into text, but does not know which of three amounts is the total.
Check yourself
An invoice shows three amounts. Which step knows which one is the total?
OCR turns the picture into text. Knowing which number is the total is the AI step.
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03 · Basic
From Excel and email to workflow
Where the hours leak, which process to automate first, and how to keep a person in control. The way Optimi works, taught as a method.
After this series you can:
- You point out where the manual hours sit and count them, before building and after.
- You pick the first process and decide per step whether a rule, a connection or AI fits.
- You require a workflow to have a review screen for doubtful cases, a log and an alert when it stalls.