TASK AUTOMATION
Document processing automation
Reduce the time spent entering details from documents and sorting incoming requests. Agree on rules and review steps before work is automated.
Capture information with review steps
Document processing starts with the fields your team needs, such as an order number, a date, or a supplier name. The source documents and their layouts determine which steps can be automated reliably.
We review representative samples and agree on validation rules. Missing, ambiguous, or unexpected values can be sent to a person for checking instead of passing unchecked into your business records.
What the work can include
- Capture agreed fields from forms and documents
- Route requests to the right team
- Flag missing or unclear information for staff to check
Choose the fields that matter to the next step
Start with the information the receiving system actually needs. An invoice workflow may need the supplier reference, invoice number, date, and line amounts. A service request may need the requester, topic, and supporting document.
We review representative documents before choosing the processing method. A standard form and a scanned page with changing layouts may need different checks and different levels of staff review.
Check results before updating business records
Captured values should be checked against agreed rules. A missing purchase-order reference, an unexpected currency, or a duplicate invoice number can be flagged for review instead of being passed onward silently.
An example first phase is to prepare a review queue with the extracted fields next to the original document. Your team can confirm the result before allowing a later step to create or update a record.
Questions about this service
Can this handle scanned documents?
We need to review sample quality and layout first. A scanned document may require text recognition, and unclear fields should be routed for a person to check.
Can you guarantee every field is correct?
No. The process needs validation and review rules suitable for the documents. We agree on how to handle uncertainty before connecting the output to business records.
Can we approve the extracted information first?
Yes. A review step can show the original document and proposed fields together before an approved record moves to the next tool.
Discuss your requirements
Tell us what your team needs to do and what gets in the way. We’ll help you decide on the next step.
Need a different solution? Request a custom service.