The Document Processing Agent reads, extracts, and organizes information from documents while routing them for approvals, ensuring compliance and efficiency.
Intake and detect documents from email, uploads, or system events.
Classify documents, determine actions, and check compliance.
Extract data, route for approval, and update systems.
Improve extraction accuracy and routing rules over time.
The Document Processing Agent ingests documents from various sources and prepares them for analysis.
Monitor incoming files from email attachments or Dropbox.
Determine whether a document is an invoice, contract or ID using classification.
Pre‑process PDFs and images using OCR services like AWS Textract or Google Vision.
AI models classify documents and determine the appropriate workflow and compliance checks.
Use AI to classify documents such as purchase orders or receipts.
Decide if a contract needs legal review or a purchase order requires manager approval.
Verify documents against regulatory requirements like HIPAA or GDPR.
Extract relevant data, route documents for approval, and update your systems.
Extract invoice totals, due dates and vendor names and validate them.
Send documents to the relevant department via Slack or Microsoft Teams.
Update ERP or CRM with extracted data and record processing logs.
Measure accuracy and feedback to improve extraction and routing.
Calculate the percentage of correctly extracted fields versus manual review.
Improve OCR templates or machine learning models with new labeled data.
Adjust routing logic or approval steps as policies change.
Delivered ready to run, documented, and easy to maintain.
Setup for automatically ingesting and classifying your documents from multiple sources.
Custom extraction patterns to pull the right fields from contracts, invoices, and forms.
Automated routing and approval flows integrated with your existing systems.
Guidelines and training to ensure compliant use and continuous improvement of document workflows.
Tell us about your business. We will review your setup and recommend the first agent to deliver value quickly.
Book a free consultation