- Manual data extraction from PDFs
- Different document templates
- Deficiencies recognized late
- Repairs that are difficult to trace
AI document-processing case study
Illustrative sample project of processing business documents with different structures.
01 / STARTING POSITION
The operating situation that can be automated
Employees copied data from invoices, orders and attachments into tables. The incomplete documents were revealed only at the end of the process.
- AI-based recognition of document type and key data
- Rule-based integrity checking
- Routing uncertain cases to an inspection queue as needed
- Transmission of verified or automatically accepted data
Lessmanual data work
Fastercontrolled processing
Loggeddocument path
02 / SYSTEM CONNECTIONS
Automation working between existing devices
The following are examples, not a closed list. Robots can also work between legacy and unique systems with API, webhook, database connection or controlled file transfer. The process can be fully automatic or, where necessary, supervised by human control points.
Outlook / GmailSharePointGoogle DriveERPCRMAI APIMicrosoft 365Google WorkspaceExcel / Google SheetsSharePoint / Google DriveTeams / SlackREST API / WebhookSFTP/CSVSQL databaseUnique internal system
Are you using a different system? We can also include it in the process with a unique API, import-export connection or robotic handling.
Illustrative, anonymized sample project. The actual result can be determined after assessing the process, data and systems.
Our measurement methodology →Free automation test
Show a problematic process. We look at whether it can be automated, what systems need to be connected, and how to get started.