Tips and tricks for searching, IQL, and integrations
Impira AutoML allows you to immediately extract the data you need from your files and there’s a lot more additional functionality that allows you to automate more of your workflow.
You can use the search bar to construct easy free text searches of your records as well as more complex queries. You can quickly search within a specific collection as well as across all your files from any collection. By default, those queries will search all types of information about your records including file names, the text content of your files, and any fields that you’ve added. You can also use the Impira Query Language (IQL) to run more precise searches across specific fields.
2. Analyze your data with IQL
IQL also allows you to manipulate and analyze your data. IQL’s Excel-like functions allow you to perform actions such as adding or concatenating different fields, counting the number of words in each document, and seeing which records are past a manual “review by” date. You can run those queries as on-the-fly queries or save them as computed fields in your collection. You can even aggregate and analyze your data with Pivots: the IQL equivalent of Pivot Tables in Excel. Read more here for more detail on how to use IQL.
3. Auto-organize your files with smart collections
You can use manual collections to organize your files by hand. However, you can use smart collections to automate how files get assigned to your collections. For each smart collection, you define a query to populate that collection. Any new files that you add to your organization that match that query will then be automatically assigned to that collection. For example, if you are processing forms which always have the text “IX920” on the document, you can easily set up a smart collection to route all files that match that text to the smart collection. You can always manually add files to your smart collection if they don’t match the query for some reason. Read this step-by-step guide to set up your smart collection.
4. Further automate your workflow with integrations
Many of our users automate their whole workflow by dragging and dropping files directly into the platform and downloading the data as a CSV. However, you can further automate your workflow by setting up import integrations using Amazon S3 or Dropbox and exporting your data via our read API. These interactions allow you to programmatically add files to Impira and export data directly to where it needs to go. With these integrations in place, you can easily use Impira as your organization’s document processing clearinghouse.