Tools · Agents
Document Processing Agent
Recognises the document type, extracts the fields and prepares them for entry into your systems, flagging uncertain values.
- Risk level: High
- Implementation complexity: High
- Performs tasks
Departments and use cases
- Operations — Orders, documents, processes and reports.
- Finance — Invoices, expenses, reconciliation and reporting.
- HR — Policies, employee questions, schedules and documents.
Human approval
Minimum: Sample review
A person checks a sample of the results afterwards.
A team member reviews a sample and every flagged field; thresholds are tuned over time.
Where a person approves
- Low-confidence documents are checked by a person
- Writing to the system goes through approval
Inputs
- Scanned and electronic documents
- Field templates and rules
- Reference data (suppliers, items)
Outputs
- Structured data
- Flagged uncertain fields
- Entry in ERP or accounting after review
Prerequisites
- Sample documents of every type
- Field validation rules
- A target system with limited access
Main risks
- Wrongly extracted amounts or dates
- Sensitive data in the documents
Required data
- Document storage
Integrations needed for implementation
- ERP and business systemsERP, accounting, HR, online store.
- E-mail, calendar and chatMailboxes, calendars and messaging.
- Documents and knowledgerequiredDocument stores and knowledge bases.
E-mail · ERP · Accounting · HR system
Risk level
High
Works with sensitive data — a processing agreement, restricted access and approval are needed.
Data: Financial and personal data — requires access rights, an audit log and clear retention periods.
Implementation complexity
High
Dependencies: None
Example workflows
Illustrative examples — they show the order of steps, not a working integration.
Document intake
- New document
- Document Processing Agent
- Reporting and Insights Agent
- Checked data in the system
Want an agent for a specific process?
We'll agree the scope, data and approvals and suggest a realistic pilot.