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Agentic AI Workflow

Document & Contract
Processing Agent

Automatically extract data from PDFs, invoices, contracts, and forms — classify, validate, and route to your systems in seconds. Zero manual data entry.

8
Document Types Supported
7
Pipeline Stages
6
Integration Destinations
0
Manual Data Entry
Step 01

Document Arrives

Documents enter via email attachment, file upload, or scan. The API accepts PDFs, images (PNG, JPEG, TIFF), and processes them through Claude's vision capabilities.

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Step 02

AI Classification

Claude identifies the document type — invoice, contract, receipt, proposal, form, ID document, or correspondence — with a confidence score and keyword fallback.

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Step 03

Structured Data Extraction

Type-specific extractors pull every field: line items, dates, parties, amounts, clauses, signatures. Dates normalize to ISO 8601, currencies to decimal, phones to E.164.

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Step 04

Validation & Dedup

Math verification (do line items sum correctly?), required field checks, duplicate detection (same vendor + similar amount within 7 days), and low-confidence flagging.

Step 05

Intelligent Routing

Documents route to the right system based on type and validation results. Issues, duplicates, or high-value items automatically escalate to human review.

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Step 06

Storage & Archival

Original documents are stored as-is in S3 alongside the extracted JSON. Full audit trail — every field traceable back to its source page and location.

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Step 07

Team Notification

Slack alerts with document summary, routing decision, and any flags. Calendar events auto-created for due dates, renewal deadlines, and notice periods.

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Smart Routing by Document Type

Each document type follows its own extraction and routing logic

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Invoices

AP Workflow / QuickBooks

Vendor matching, PO reconciliation, math verification, and auto-bill creation for amounts under threshold.

📝

Contracts

CRM + Calendar

Clause extraction, key date computation (expiration, renewal notice), unusual term flagging, signature tracking.

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Receipts

Expense Tracker

Auto-categorization (meals, travel, supplies), tax deduction tracking, threshold-based approval routing.

📋

Forms

CRM / Database

Key-value pair extraction from any form type, field normalization, missing required field detection.

Powered By

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Claude AI
Vision + Extraction
FastAPI
API Server
☁️
AWS S3
Document Storage
📊
Google Sheets
Data Output
💰
QuickBooks
Accounting
📅
Google Calendar
Key Dates
💬
Slack
Notifications