What can be included
- Document type detection
- File naming and filing rules
- Type-specific data extraction
- Integration with the next workflow step
We identify document type from its content and route it automatically to the correct process, folder or system.
Useful when invoices, CMRs, contracts and other document types arrive in one place.
Invoices, CMRs, contracts, PDFs and other files often create manual work: staff receive, open, rename, retype and forward them. These steps can be automated when the required fields and target workflow are clearly defined.
Automated document classification. We identify document type from its content and route it automatically to the correct process, folder or system. The implementation is adapted to the systems and data already used by your company instead of forcing a generic workflow.
A solution may include OCR or AI extraction, PDF generation, email attachment processing, FTP/SFTP flows, document classification or e-signature integration. Critical fields can be validated before they are passed to ERP or another target system.
The practical scope can include: Document type detection, File naming and filing rules, Type-specific data extraction, Integration with the next workflow step. We agree which of these parts are actually required before development starts.
Even a small integration should be implemented as a controlled production process: understand the source, define the rules, test failures and only then launch it.
We check the API, file, database, device or existing process and identify the exact data available.
We agree what should be received, transformed, validated and where the result should be written.
We implement the integration or automation and test normal cases as well as duplicate and error scenarios.
We deploy the solution, verify the first real runs and make sure logs and control points are understandable.
We automatically extract data from invoices, CMRs, orders or other documents and pass the required fields into your system.
We automate invoices, contracts, acts, quotes and other PDF documents from your system data.
We automatically collect email attachments, validate them and send them into imports, document systems or other workflows.
We automate file delivery or retrieval over FTP/SFTP and connect it to imports, exports or another business workflow.
Briefly tell us what kind of solution you are looking for.