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Azure AI Document Intelligence Connection
Azure AI Document Intelligence Connection

Step-by-step guide to setting up Azure AI Document Intelligence in Yeeflow. Enhance workflows with advanced document recognition.

Updated over a week ago

The Azure AI Document Intelligence connection in Yeeflow allows you to integrate Azure's Document Intelligence services with your workflows. This connection is primarily used for advanced document recognition and processing tasks, enhancing the efficiency of your workflows. Follow this guide to create and manage an Azure AI Document Intelligence connection.


Steps to Create an Azure AI Document Intelligence Connection

1. Open the Connections Page

  • Navigate to the Integrations section in the Yeeflow Admin Center.

  • Click on Connections.

2. Add a New Connection

  • Click the Add connection button. A pop-up window will appear displaying the available connection types.

  • Select Azure AI Document Intelligence from the list.

3. Configure the Connection

  • Enter the Connection Name: Provide a meaningful name for your connection (e.g., "Company Invoice Recognition Service").

  • Input the Endpoint and API Key:

    • Endpoint: Enter the Document Intelligence or Cognitive Service endpoint from your Azure account.

    • API Key: Enter the API key associated with your Azure service.

How to Find the Endpoint and API Key in Azure

  1. Log in to your Azure account.

  2. Navigate to the Azure AI services or Document Intelligence resource.

  3. In the resource's navigation menu, select Keys and Endpoint.

  4. Copy one of the available keys and the Endpoint URL provided.

    Screenshot of keys and endpoint location in the Azure portal.

Note: Refer to this link for detailed steps.

4. Complete the Connection Setup

  • Click the Connect button to create the connection.


Managing the Connection

Once the connection is created, it will appear in the list of connections. You can manage your connection using the settings dropdown menu. The available options include:

  1. Edit connection name: Update the name of your connection.

  2. Reconnect: Reconfigure the endpoint or API key.

  3. Test connection: Verify the connection's functionality.

  4. Delete connection: Remove the connection from your account.


Where This Connection Can Be Used

The Azure AI Document Intelligence connection can be utilized in the Document Recognition workflow action within the Yeeflow Workflow Designer. This action enables automated processing and extraction of information from uploaded documents.

To learn more about how to use the Document Recognition workflow action, refer to the Document Recognition Action Guide.

With the Azure AI Document Intelligence connection, you can streamline document processing and improve automation efficiency across your workflows.

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