Capture and classify
Collect documents from email, upload portals or mobile capture and identify each document type before extraction.
See the proof-of-delivery workflowDocument Intelligence
Turn paperwork into validated records.
Receive PDFs, scans, photos and handwritten documents, extract the fields you need, check them against your records and send only the exceptions to a person.
Where Document Intelligence helps
Document workflows pay off where the same types of paperwork arrive every day and someone currently re-keys or checks them by hand.
Extract and validate
Read the required fields, including handwriting where legible, and check them against expected values and the matching order.
Read the DONE Deliveries storyReview exceptions
Missing signatures, unclear fields or mismatches go to a review queue with the document image and the proposed values.
Human reviewExample sequence
How a document becomes a record
An example proof-of-delivery document. Fictional data; fields, checks and approvals are agreed for each implementation.
Receive
A driver photographs a signed delivery note and submits it through the agreed channel.
Classify and extract
The document type is identified and the reference, date, consignee and signature are read.
Check and match
Values are compared with the order in the transport system and expected formats.
Approve or review
Matching records are passed on. A missing signature is queued for a person to check.
Human review
Uncertain results are held for review
Each workflow defines which fields are required, what counts as a match and which cases always need a person.
- Show the original image beside the extracted values during review.
- Hold a record when a required field is missing or unclear.
- Write only approved values to the next system.
- Track exception reasons so recurring problems can be fixed at the source.
98.5%successfully processed
Common questions
Often, yes, when the handwriting is legible and the expected fields are known. We test with your real documents during scoping and route unclear fields to review.
Recurring business documents with a predictable purpose, such as delivery notes, CMRs, orders, invoices and forms. Layouts can vary.
To the system agreed for the workflow, such as a TMS, ERP, spreadsheet or customer portal, once checks or a reviewer have approved it.
We choose the model and provider for each task during scoping, based on the language, accuracy, latency and data-handling requirements. The workflow is not tied to one provider, so a step can be changed later if the agreed requirements change.
Discovery call
Start with the work that slows you down.
Bring us a process, a recurring enquiry or a pile of documents. We will explore where agents fit and what a useful implementation needs.
Book a discovery call