Document Automation
Using AI and software to automatically create, process, extract data from, and manage documents without manual intervention.
In-Depth Explanation
Document automation uses AI and software to handle document-related tasks that traditionally required manual effort. This includes creating documents from templates, extracting data from unstructured documents, and routing documents through approval workflows.
Key capabilities:
- Document generation: Create documents from templates with variable data
- Data extraction: Pull structured data from unstructured documents
- Classification: Automatically categorise incoming documents
- Validation: Check documents for completeness and accuracy
- Routing: Send documents to appropriate reviewers/systems
- Storage: Organise and index documents for retrieval
Document types commonly automated:
- Invoices and purchase orders
- Contracts and agreements
- Forms and applications
- Reports and summaries
- Correspondence and letters
Technologies involved:
- OCR (Optical Character Recognition)
- NLP for text understanding
- Computer vision for layout analysis
- Template engines
- Workflow automation
Business Context
Document processing consumes 15-25% of employee time in many organisations. Automation can reduce this by 80% while improving accuracy.
How Clever Ops Uses This
We implement document automation for Australian businesses using AI extraction combined with workflow automation for end-to-end processing.
Example Use Case
"Automatically extracting invoice data, validating against purchase orders, routing for approval, and posting to accounting systems."