Unlocking the Power of Copy/Paste with UiPath Clipboard AI

00:11:24
https://www.youtube.com/watch?v=SgFTrynM-5A

Summary

TLDRIn this video, the presenter introduces Clipboard AI, a newly developed tool by UiPath designed to streamline and enhance copy-paste operations. Although the product is still in public preview, users can try it for free. Clipboard AI allows data transfer from Excel to forms, mapping fields appropriately and enabling users to transform data formats, such as changing date styles or conducting currency conversion. Users can also automate data extraction, enhancing workflow efficiency significantly. The presenter provides a step-by-step installation guide and demonstrates the product's capabilities through examples. Clipboard AI also has potential applications in leveraging machine learning models to improve data extraction from more complex documents. The video concludes by emphasizing the tool's integration benefits with UiPath's Enterprise platform and hopes for favorable pricing strategies upon official release.

Takeaways

  • 🆕 Clipboard AI is a new tool from UiPath currently in public preview.
  • 📋 Enhances copy-paste by efficiently mapping data from different sources.
  • 📄 Allows data transfer from Excel spreadsheets into forms easily.
  • 🔄 Supports data transformations like date and currency conversion.
  • 🌐 Users can customize which fields data should be pasted into using the mapper.
  • 🤖 Potential integration with machine learning models for advanced features.
  • 🧩 Aims to seamlessly integrate with UiPath's Enterprise platform.
  • 💻 Installation is simple via the UiPath website, following easy steps.
  • 🎨 Offers a visual interface to preview and alter data before pasting.
  • 🚀 Intends to improve data extraction from both structured and unstructured environments.

Timeline

  • 00:00:00 - 00:05:00

    The video introduces 'clipboard AI', a new product from UiPath available in public preview, allowing users to try it for free. The tutorial begins by showing how to download and install the software from the UiPath website. Clipboard AI is designed to improve copy-paste operations, such as transferring data from Excel worksheets to forms, by intelligently mapping fields from the source to the destination. The process is demonstrated with employee data, successfully mapping fields like names and departments from Excel to a form and performing automated pasting of the data rows.

  • 00:05:00 - 00:11:24

    Advanced features of clipboard AI are explored, such as transforming data during the mapping process. For example, it can convert currency from USD to DKK or change date formats. Demonstrations include setting conditions for Boolean fields, like stating if an employee speaks Spanish or is over 50 years old. The presenter tests clipboard AI's capability with another example involving copying and pasting invoice details from a PDF to an Excel sheet, highlighting its efficiency in recognizing and pasting line items correctly while ignoring header information. Future expectations for the product's release and integration with enterprise-grade machine learning models were mentioned.

Mind Map

Video Q&A

  • What is Clipboard AI?

    Clipboard AI is a tool by UiPath that improves the efficiency of copying and pasting data between different formats, such as from Excel to forms.

  • Is Clipboard AI available for free?

    Yes, Clipboard AI is currently available in public preview, and you can try it for free.

  • How does Clipboard AI enhance copy-paste operations?

    Clipboard AI automates and customizes the paste operation by mapping and transforming copied data to match the destination fields.

  • Can Clipboard AI perform data transformation?

    Users can customize the data transformation attributes like date format and currency conversion, as demonstrated in the video.

  • How can I install Clipboard AI?

    The speaker installed Clipboard AI from the UiPath website by downloading the installer and following the setup steps.

  • How does Clipboard AI help with data mapping?

    Clipboard AI can intelligently map copied data fields to appropriate fields in the destination, such as a form or another document.

  • Can Clipboard AI be integrated with machine learning models?

    Clipboard AI can be integrated with machine learning models to improve data extraction from unstructured documents.

  • Is it possible to choose specific data transformations in Clipboard AI?

    Yes, users can decide which data transformations to apply, such as changing date formats or converting currencies, as shown in the video.

  • What is the expected benefit of Clipboard AI to UiPath’s platform?

    Clipboard AI aligns with UiPath's Enterprise platform, aiming to attract more users to the platform.

  • What can we expect from the Clipboard AI release?

    The product is expected to offer advanced features and seamless integration with UiPath's ecosystem post-release, though the exact release date and pricing are not mentioned.

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  • 00:00:00
    hi guys and welcome back to the channel
  • 00:00:01
    it's time for another video and today
  • 00:00:02
    we're looking at what's called clipboard
  • 00:00:04
    Ai and clipboard AI is a new product
  • 00:00:07
    from uipath in fact it's so new that
  • 00:00:09
    it's not even out yet it's out in what
  • 00:00:11
    is called a public preview that means
  • 00:00:12
    that there might be glitches and
  • 00:00:14
    features that aren't quite implemented
  • 00:00:15
    yet but it also means that you can try
  • 00:00:18
    it out for free so without any more
  • 00:00:20
    delays let's just have a look
  • 00:00:28
    [Music]
  • 00:00:34
    so the first thing you want to do is you
  • 00:00:36
    want to go into the uipath website and
  • 00:00:38
    I've included the link to this exact
  • 00:00:39
    page in the description below so you go
  • 00:00:42
    into the page you basically just click
  • 00:00:43
    try it now you will see that it
  • 00:00:45
    downloads and I've cheated a little bit
  • 00:00:47
    so I have the download sitting here on
  • 00:00:49
    my desktop so you don't pick the
  • 00:00:52
    installer
  • 00:00:55
    you accept the license agreement click
  • 00:00:58
    next
  • 00:00:59
    click install
  • 00:01:07
    and in just a few seconds you have
  • 00:01:09
    installed the product and you can click
  • 00:01:10
    finish to complete the installation
  • 00:01:16
    so clipboard AI loads and you'll see it
  • 00:01:19
    as these icons at the top of your screen
  • 00:01:21
    so the basic idea behind clipboard AI is
  • 00:01:24
    to supercharge your copy and paste
  • 00:01:25
    operations so you can for example copy
  • 00:01:27
    data from an Excel worksheet into a form
  • 00:01:30
    that you want to fill out or you can
  • 00:01:32
    copy data from an invoice into an Excel
  • 00:01:36
    sheet so you get all of the invoice data
  • 00:01:38
    in your Excel sheets and I'll show you
  • 00:01:39
    how to do both now
  • 00:01:41
    so what I have here is basically an
  • 00:01:43
    Excel worksheet with some employee data
  • 00:01:45
    and then I have this form that I want to
  • 00:01:47
    fill out with that employee data so what
  • 00:01:49
    I want to do is I want to select all of
  • 00:01:51
    the data in my worksheet go up to
  • 00:01:54
    clipboard AI copy the cells and then I
  • 00:01:56
    want to go over to my form here and then
  • 00:01:59
    I want to paste it
  • 00:02:00
    and what happens when I do that is that
  • 00:02:02
    you get what is called the mapper
  • 00:02:04
    displayed and the mapper is basically
  • 00:02:07
    something that shows you a preview of
  • 00:02:09
    the data that it has found and where it
  • 00:02:11
    wants to paste that data into your form
  • 00:02:13
    so the full name field over here has
  • 00:02:16
    been matched with the name column from
  • 00:02:19
    our Excel worksheet and the department
  • 00:02:21
    radio buttons here have been matched
  • 00:02:24
    with the Department column from DXL
  • 00:02:27
    worksheet and of course language is
  • 00:02:29
    spoken language is spoken age age higher
  • 00:02:32
    date higher rate and salary to salary so
  • 00:02:35
    all of this actually looks pretty good
  • 00:02:36
    you know it's found some values that do
  • 00:02:39
    sort of make sense so if I click paste
  • 00:02:41
    here what it'll do is paste all of that
  • 00:02:44
    data into the right fields in my form
  • 00:02:47
    and now it's basically done pasting for
  • 00:02:50
    the first employee now I can click save
  • 00:02:52
    over here and that will clear the the
  • 00:02:54
    form and then it has automatically moved
  • 00:02:57
    on to input row two out of three and if
  • 00:03:00
    I click paste on that then it's going to
  • 00:03:02
    paste that data into the right Fields
  • 00:03:05
    again with the new data and now we're
  • 00:03:07
    done with the Jennifer Olsen data now we
  • 00:03:09
    can save that it clears the form we can
  • 00:03:12
    see that it has now moved on to the last
  • 00:03:14
    row Kyle Brown we paste that in and it
  • 00:03:17
    happens
  • 00:03:19
    so clipboard AI enables us to copy from
  • 00:03:21
    One Source in this case a tabular data
  • 00:03:23
    source such as Excel into a form
  • 00:03:26
    destination and it will figure out how
  • 00:03:29
    to match those fields and if it doesn't
  • 00:03:30
    know how to match the fields you can do
  • 00:03:33
    that in the mapper and let's have
  • 00:03:34
    another look at the mapper because you
  • 00:03:35
    can do some pretty cool stuff in there
  • 00:03:37
    so I've cleared the form again and we
  • 00:03:39
    still have that same data here now if I
  • 00:03:42
    select the data again
  • 00:03:44
    and copy the cells
  • 00:03:46
    select our form window and paste into
  • 00:03:50
    that it's going to show us the mapper
  • 00:03:53
    and that by the way is an option you can
  • 00:03:55
    set if you want to have the mapper shown
  • 00:03:57
    every time so what we can do now for
  • 00:03:59
    example is we can take the salary and if
  • 00:04:02
    we hover over it we can see that there's
  • 00:04:03
    this little transformation or transform
  • 00:04:05
    value button and if we click that we get
  • 00:04:08
    another text field that we can enter
  • 00:04:10
    something into and it even gives us some
  • 00:04:12
    hints as to how you can transform this
  • 00:04:14
    data and you can see up here that it
  • 00:04:16
    says USD US Dollars to Euros we could do
  • 00:04:20
    that we could also convert to another
  • 00:04:21
    currency so we will convert this from US
  • 00:04:24
    dollars to Danish crowns DKK and once I
  • 00:04:28
    hit enter it actually does a live
  • 00:04:30
    conversion of that data so when I paste
  • 00:04:32
    this data into the form it's going to
  • 00:04:35
    transform that data
  • 00:04:38
    okay so I just changed the the form a
  • 00:04:40
    little bit so that this field that used
  • 00:04:42
    to be a list of these languages spoken
  • 00:04:45
    by the person now simply defines whether
  • 00:04:47
    or not the person speaks Spanish and
  • 00:04:50
    also this field that used to be the age
  • 00:04:51
    field now defines whether or not the
  • 00:04:54
    person is really really old and really
  • 00:04:55
    really old is defined as being older
  • 00:04:58
    than 50 and I can say that because I'm
  • 00:05:01
    really really old by this definition so
  • 00:05:03
    I'm not shaming anyone I'm just saying
  • 00:05:05
    they're really old all is not bad it's
  • 00:05:07
    just this is old okay
  • 00:05:09
    good so we'll try and now copy some data
  • 00:05:12
    into this field but do some slightly
  • 00:05:15
    different Transformations than what we
  • 00:05:16
    did before so I'll um I'll select the
  • 00:05:19
    data over here in my Excel sheet I'll
  • 00:05:21
    copy the cells I will go to my form
  • 00:05:24
    I will paste into the form and now it'll
  • 00:05:27
    show us the mapper again and now we'll
  • 00:05:28
    make some slightly different changes so
  • 00:05:31
    first of all we can go to the higher
  • 00:05:33
    date here and and I don't like this date
  • 00:05:35
    format it has the month then the day and
  • 00:05:37
    then the year so we can change that
  • 00:05:40
    click the transform value button and
  • 00:05:43
    then we can Define that we want this
  • 00:05:46
    month month
  • 00:05:49
    Day Day year year format to now be
  • 00:05:54
    day day month month and then yeah yeah
  • 00:05:58
    and if I hit the enter button we'll see
  • 00:06:00
    the result of those Transformations
  • 00:06:02
    right away
  • 00:06:04
    for this speaks Spanish field we'll
  • 00:06:06
    indicate that we want to use the
  • 00:06:08
    languages spoken field to actually
  • 00:06:10
    retrieve the value then we'll click the
  • 00:06:12
    transform value button and then
  • 00:06:15
    just simply write this
  • 00:06:18
    employee speak Spanish
  • 00:06:24
    and we see that it will actually since
  • 00:06:27
    this initial value has English and
  • 00:06:28
    German in it that means that this person
  • 00:06:31
    does not speak Spanish and then it will
  • 00:06:33
    type that into the field when we're
  • 00:06:34
    doing the pasting and finally is the
  • 00:06:37
    person really really old we will still
  • 00:06:39
    use the age field from the Excel sheet
  • 00:06:42
    but we will do a transformation asking
  • 00:06:45
    is employee all older
  • 00:06:50
    then 50.
  • 00:06:52
    and hit the enter button and then that
  • 00:06:55
    will be answered in this case by no as
  • 00:06:57
    the initial value of 39 is less than 50
  • 00:06:59
    so the answer will be no so if I paste
  • 00:07:02
    this data into my font now
  • 00:07:04
    we will get some slightly different data
  • 00:07:06
    than we did before we'll see that Joe
  • 00:07:07
    Miller
  • 00:07:08
    does not speak Spanish he is not really
  • 00:07:11
    old the date format has been transformed
  • 00:07:13
    into this let's call it more European
  • 00:07:15
    date format and the salary well that has
  • 00:07:18
    not been transformed because we didn't
  • 00:07:20
    do that currency conversion this time so
  • 00:07:22
    we'll just click save
  • 00:07:24
    paste the next set of data
  • 00:07:28
    and we will see that this person
  • 00:07:30
    Jennifer Olson actually does speak
  • 00:07:32
    Spanish she's uh 51 years old so she's
  • 00:07:35
    older than 50 that makes her really
  • 00:07:37
    really old and we will save her data
  • 00:07:40
    then paste the last data set and that
  • 00:07:43
    will show us that uh Carl Brown does not
  • 00:07:46
    speak Spanish he's not very old and
  • 00:07:48
    employment date and salary and all of
  • 00:07:50
    that so this is just another way of
  • 00:07:52
    copying and pasting as you can see but I
  • 00:07:54
    want to show you one more example so
  • 00:07:55
    I'll close these two and I'll open this
  • 00:07:58
    invoice I have here and I'll open this
  • 00:08:00
    orders Excel workbook and the orders
  • 00:08:02
    Excel workbook well that's completely
  • 00:08:04
    empty I will just resize things and
  • 00:08:07
    place them as I want here
  • 00:08:10
    like that so now we have the order here
  • 00:08:12
    on the left and the Excel workbook on
  • 00:08:15
    the right so if I now go into the aura
  • 00:08:17
    here sorry invoice here and then copy
  • 00:08:21
    the window
  • 00:08:23
    then I go into my Excel workbook and
  • 00:08:27
    paste the data it's going to show us the
  • 00:08:30
    map again and now it shows us all of
  • 00:08:33
    these fields that it finds in the PDF
  • 00:08:36
    document as it is in this case invoice
  • 00:08:39
    number it looks like it is the right
  • 00:08:41
    invoice number the invoice date is the
  • 00:08:44
    correct date due date is correct vendor
  • 00:08:47
    name addresses all of that it has
  • 00:08:50
    actually done that and done a very very
  • 00:08:51
    good job of finding that and then at the
  • 00:08:54
    bottom here it has the table items and
  • 00:08:56
    those are the line items in the invoice
  • 00:08:59
    and it has found Apple's oranges and an
  • 00:09:02
    office chair that looks like it's
  • 00:09:03
    correct it has found quantities unit
  • 00:09:06
    prices and line amounts so before I
  • 00:09:09
    paste this this data I just want to make
  • 00:09:10
    clear that all of this data the Header
  • 00:09:13
    information for this invoice they are
  • 00:09:15
    not enabled so they are going to be
  • 00:09:18
    ignored when I paste into my Excel sheet
  • 00:09:19
    and I want that I just want the line
  • 00:09:22
    items
  • 00:09:24
    so I click paste data
  • 00:09:26
    and it pastes the description quantity
  • 00:09:29
    unit price and line amount of these
  • 00:09:31
    products in this invoice and it gets
  • 00:09:35
    them perfectly this time and in fact if
  • 00:09:38
    I do it again so I just select my PDF
  • 00:09:41
    window here copy that go into my Excel
  • 00:09:44
    sheet and paste once more
  • 00:09:47
    it's going to show me the map of because
  • 00:09:49
    that's what I've opted that it should
  • 00:09:50
    always show me the mepa and then when I
  • 00:09:52
    paste the data it's only going to paste
  • 00:09:54
    the data and not the data header because
  • 00:09:57
    that was already there so this is just
  • 00:09:58
    one example that there is some
  • 00:10:00
    intelligence in this product that
  • 00:10:01
    actually kind of knows what it is you
  • 00:10:03
    expect from it when you do these copy
  • 00:10:05
    and paste operations now there are some
  • 00:10:07
    features I haven't shown you and there
  • 00:10:09
    are even some capabilities that I
  • 00:10:10
    probably don't even know about yet
  • 00:10:12
    but I'll do a deep dive once the product
  • 00:10:15
    is released I don't know when that will
  • 00:10:16
    be I don't know what the pricing will be
  • 00:10:18
    like but I do know that there are some
  • 00:10:21
    features that will be really really
  • 00:10:22
    awesome for example you'll be able to
  • 00:10:24
    select what a machine learning model
  • 00:10:27
    from the Enterprise platform do you want
  • 00:10:30
    to use so you can increase the
  • 00:10:32
    likelihood of success when you're
  • 00:10:33
    extracting data from or copying data
  • 00:10:35
    from for example plain text documents or
  • 00:10:39
    semi-structured documents stuff like
  • 00:10:41
    that it's really really really well
  • 00:10:43
    thought out and it will integrate very
  • 00:10:45
    nicely with the Enterprise platform and
  • 00:10:47
    I'm sure that's you know you know on
  • 00:10:49
    uipath's mind when they release this
  • 00:10:51
    stuff I hope they'll make the pricing
  • 00:10:53
    very attractive because that integration
  • 00:10:56
    with the Enterprise platform will
  • 00:10:59
    probably help move some customers into
  • 00:11:00
    the Enterprise platform and I like that
  • 00:11:03
    as a consultant that's how I make my
  • 00:11:04
    living nut by making YouTube videos
  • 00:11:06
    trust me so without any more uh Chit
  • 00:11:09
    Chat uh let's let's just move on I hope
  • 00:11:12
    you enjoyed the video If you did give it
  • 00:11:13
    a thumbs up subscribe to my channel hit
  • 00:11:15
    the notification Bell and hopefully I'll
  • 00:11:17
    see you in the next video take care bye
Tags
  • Clipboard AI
  • UiPath
  • copy-paste operations
  • data transformation
  • public preview
  • machine learning
  • installation guide
  • data mapping
  • automation
  • Enterprise platform