Videos
6. Kognitos Operations – Create a Playground
Build a working playground from scratch in 12 minutes — extract a remittance, drop the total row, convert to Excel, and email the controller.
What you'll learn
The sixth video in the Kognitos Operations training series — a 12-minute deep dive that builds a complete remittance-to-Excel playground from scratch. Use this as a hands-on follow-along after the Navigation Introduction.
The pipeline being built
- Load the attachment:
get the attachment, then call it the input file. Kognitos throws “please provide an attachment” — resolved by dragging and dropping the remittance into the exception dialog. - Treat it as a scanned document:
get the input file as a scan document— this is what unlocks OCR/Textract via the Document Processing book. - Extract summary data: customer number, payment number, and date. Click any extracted fact to see exactly where it was sourced on the document.
- Get the payment table:
get the documents last table, call it the payment detail table. Pay attention to singular vs plural in the English — Kognitos honours grammar. - Drop the total row:
delete the payment detail table's rows whose invoice number contains "total"— the deleted row is shown in the facts log for audit. - Convert to Excel: a two-line statement converts the cleaned table to an Excel file the platform stores by an auto-generated name.
- Email the controller: send an email with a templated subject (data for customer number / payment number / on payment date), rename the attachment to cash application data.xlsx, and write the body. Kognitos pauses with a “please provide the controller's email” exception, which is resolved with write in answer.
Two exception-resolution techniques covered
- Upload file: drag and drop the missing attachment into the exception dialog. Optionally tick always use this answer for this department to save it as a learning.
- Write in answer: type a literal value (an email address in this case) into the exception dialog. Again, optionally promote it to a learning.
What comes next
Nick closes by previewing the next videos in the series — promoting a playground to a draft process, publishing a process, and scheduling a process — so you can take what you built in the playground and put it into production.
Questions answered in this video
What does this Kognitos Operations video build?
A playground that loads a remittance attachment, extracts the customer number / payment number / date and the payment table, deletes the total row, converts the table to an Excel file, and emails the controller with a templated subject line and a renamed attachment — all in plain English.
Why is it important to add the Document Processing book before creating the playground?
A playground created before the book is added cannot leverage the book's commands. Add Document Processing to the department first, then create the playground so it inherits the OCR / Textract capability via as a scan document.
How do I drop a specific row from a table in Kognitos?
Use a natural-language predicate like
delete the payment detail table's rows whose invoice number contains "total". The deletion appears in the facts log for audit, and the remaining rows continue through the rest of the process.How do I resolve exceptions inline while building a playground?
The tutorial covers two of the simpler options: upload file (drag and drop the missing attachment) and write in answer (type the value into the dialog). Both can be promoted to a department-level learning by checking always use this answer for this department.