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Version: 8.7

Document automation

Extract data from complex documents based on one or more linked document extraction projects.

note

Document automation is in development for a future release.

About document automation​

Document automation allows you to automatically extract data from complex PDF documents.

For example, if you want to process large multi-page PDFs containing multiple document types (invoices, reports, forms), you can create a document automation project to extract the specific data you want.

  • You must link at least one document extraction project for the LLM model to accurately analyze, classify, and extract data.
  • Choose and test different LLM models to find the model that best suits your budget and accuracy requirements.
  • Document classification automatically categorizes documents into predefined classes/types, based on their content.