Intuit, Inc.

Sandeep Gupta

Bala Dutt

Govinda Sambamurthy

Prabhat Hegde

Srivatsan Vijayaraghavan

Anurag Tyagi

Shyamalendu Tripathy

Siben Nayak

Rahul Vankudothu

Nishant Sehgal

Sunil Tandra Sishtla

Archit Singh

Harsh Madhogaria

Jitin Maherchandani

Anil Kumar Sharma

Shirish Peshwe

Shirish K Peshwe

Anil Sharma

A workflow construction system for constructing automation workflows that automate user specific processes. The workflow construction system may include a template library including workflow templates and pre-configured attributes. The workflow template can accelerate the design and construction of custom automation workflows. An orchestration layer included in the workflow construction system will also improve the performance of systems that execute the automation workflows by dynamically scaling the processing capacity, memory, and storage of servers and other systems hosting the model file instances of the automation workflows to ensure the available resources meet the demands of users completing processes using the automation workflows.

Methods and systems for building custom automation workflows

Systems and methods for generating a custom document template are disclosed. An example method may be performed by one or more processors of a system and include retrieving a user document including a user data entry in a user data field, identifying a set of system data fields within a plurality of system documents potentially relevant to the user document, determining, for each of the set of system data fields, a weighted value indicative of a likelihood that the system data field is relevant to the user data field, identifying a most relevant system data field of the set of system data fields, the most relevant system data field having a highest weighted value of the determined weighted values, and generating a custom document template including a dynamic data region for the user data entry, the dynamic data region mapped to the most relevant system data field.

System and method for detecting and mapping data fields for forms in a financial management system

Methods and systems for building custom automation workflows to integrate multiple applications

A method and system for generation of a customized financial document template in a financial management system, according to one embodiment. The method and system includes receiving a financial document that includes a plurality of data entries, according to one embodiment. The method and system includes mapping the plurality of data entries to a plurality of data fields of the financial management system, according to one embodiment. Mapping the plurality of data entries includes identifying characteristics of each of the plurality of data entries, and determining a relevance of the plurality of the data fields to the plurality of the data entries, at least partially based on the characteristics of the plurality of data entries, according to one embodiment. The method and system includes populating a custom financial document template, at least partially based on the mapping of the plurality of data entries to the plurality of data fields.

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Bengaluru, India

Sandeep Gupta