Create alerts

[To be released Q1 2024] Create alerts based on your extracted values.

Alert setup

On Koncile, you can configure alerts that are triggered when an extracted value or an insight meets a specific condition.

The available trigger events are the following:

1. is_empty: triggered when the extracted value or insight is empty or null.

2. contains: triggered when the extracted value or insight contains an exact sequence of characters.

3. custom_prompt: allows you to define a custom condition for which the answer is “yes” or “no.”

To access the alerts, you can click on Control Center on the left menu and navigate to the Alerts tab.

Example 1. Detect invoices from unknown suppliers

The goal is to identify invoices issued by suppliers not listed in your database.

1

Extract supplier name

In your invoice extraction template, you can create an entry called "Supplier Name".

2

Set up supplier database match

Use the database_match function for the extracted value. Upload your supplier list to the database. For each extracted value, the function will search for a corresponding match in your supplier list. Activate the smart_match option to allow flexible matching (e.g., “Ltd” matches “Limited”, “S.A.” matches “SpA”, etc.).

3

Configure alert when extracted supplier name is not in your list

Set up an alert for the Supplier Name insight. Select the is_empty condition to trigger an alert when no match is found in your supplier database.

Example 2. Detect invalid IBAN

1

Extract IBAN

In your extraction template, you can create an entry called IBAN.

2

Set up the IBAN check function

Add iban_check function to validate IBANs. As described here, the function checks the IBAN format and structure, and identifies whether it is valid or invalid.

3

Configure alert when IBAN is invalid

Create an alert for the IBAN insight. Select the contains conditions and set invalid as the trigger value.