Automatically sort uploaded documents into categories

Upload a document through a simple form and the automation reads it and tells you what type of document it is.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(("document uploaded via form")):::human s0["convert to readable format"]:::task s1["classify against categories"]:::svc s2["return category label"]:::task trig --> s0 s0 --> s1 s1 --> s2 out[/"document category label returned"/]:::out pay{{"documents routed correctly automatically"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepAn outside serviceA personResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Document Processing & OCRSurvey & FeedbackFile & Cloud Storage
Connects
easybits Extractor
Featured in

The problem it solves

Sorting incoming documents like invoices or receipts by hand is tedious, and it's easy to lose track of which ones still need review. You want files routed correctly the moment they come in, not after someone gets around to it.

Who it fits

Businesses that receive a steady stream of documents, like invoices or receipts, that need to be sorted by type.

How it works

  1. You upload a PDF, PNG, or JPEG through a web form
  2. The automation converts the file into a format the classifier can read
  3. It sends the document to be analyzed against your defined categories
  4. You get back a label identifying what type of document it is
What you get

Documents labeled by type for you to file

You get every uploaded document automatically identified by type, so you know at a glance what you're dealing with.

What you get

A category label for each uploaded document, ready to guide where it gets filed or routed.

What you need

An easybits Extractor account with an API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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