Otto is Briqâs AI-powered assistant that helps you extract and transform invoice data using natural language. Whether you're mapping a summary field or entire line items, Otto makes it faster, smarter, and more flexible.
đ ïž How to Use Otto
-
Tell Otto where to look
Use a short, clear description of the fieldâs location on the invoice.Example:
âThe PO Number in the top right corner of the pageâ
âThe customer number in the top middleâ -
(Optional) Tell Otto how to transform the text
Add custom instructions to format or adjust the value.Example transformations:
âMake it all capitalâ
âAdd -1 to the endâ
âRemove all hyphensâ -
Combine location and transformation in one prompt
Otto understands layered instructions.â Example prompt:
âTake the left 5 characters of the customer No., make it all capital and remove the hyphen.
đ§Ÿ Use Otto on Summary Fields
-
Click the â button next to the summary field you need to map
-
Select âExtract with Ottoâ from the options
-
Tell Otto where to look on the invoice
Example: âThe PO Number in the top right corner of the pageâ
-
(Optional): Tell Otto how to transform the data
Example: âMake it all capitalâ or âRemove all hyphensâ
For multiple manipulations, break them out into individual prompts
-
Click âTry Promptâ to see how Otto interprets your request
-
â Be amazed! Otto will extract and format the value based on your instructions
đ Use Otto to Extract Line Items
-
Open the "Line Items" tab of your invoice
-
Click âOtto Extractionâ to get started
-
Review and adjust the predefined prompts for each line item field
These prompts guide Otto in extracting values like item descriptions, quantities, or prices
-
Click âTry Promptâ to see a table preview of your line items
-
Save the prompt if you're satisfied with the prompt example
-
â Be amazedâagain! Otto will now map all line items as instructed
-
đ Note: Otto will now be saved as the extraction method for this vendorâs invoices going forward
đĄ Tips for Success
-
Be specific and descriptiveâthink like you're explaining the location to a coworker.
-
Otto supports layered transformations like text cleanup or formatting.
-
You can revise your prompt if the output isnât quite rightâOtto improves with each iteration.
đ§© Pro Tip: Otto is especially powerful for fields that are tricky to capture with traditional tools.
Comments
0 comments
Please sign in to leave a comment.