Automated Workflow

Automate input, processing, and output — fully or partially — to free your team for higher-value work.

Workflow Automation

Fully or Partially Automate Your Workflow

Automate some or all stages of your document processing workflow. Automated input via HotFolders or IMAP, automated processing with AI and OCR, and automated output gives users and clients immediate access to processed documents and data.

Automated document intake via HotFolders or IMAP email

Automatic OCR, IDR classification, and data extraction

Automated output to DMS, ERP, or file system

Mix automated and manual steps for complex workflows

Workflow Configuration

Choose and Customise Your Workflow Steps

Define the exact sequence of operations for each job — from document intake through processing to output. Add conditional routing, exception handling, and notifications to build workflows that match your exact business process.