Can document automation triage documents and send each type to the right extractor?

Direct answer

Document triage is usually the step between intake and extraction. The workflow identifies what kind of document arrived, separates bundled or mixed files when needed, and chooses the extraction setup for that document type.

This is especially useful when one inbox or upload channel receives proposals, statements, forms, letters, spreadsheets, and other supporting documents together.

What the workflow should include

A triage workflow should define the document categories, classification instructions, fallback categories, and what happens to files that are unreadable or unclassified.

Each category can then use its own extraction fields, validation rules, review queue, and downstream destination.

How Lido helps

Lido supports document classification and workflow steps that route files to different extractors before merging or exporting the approved results.

That lets teams automate mixed document packets without forcing every file through the same fields.

Example workflow

1. Define the document classes that can arrive in the workflow.
2. Classify each incoming file or split bundle before extraction.
3. Send each class to the right extraction schema and validation rules.
4. Merge approved outputs or send them to separate destinations as needed.