How do I automate document intake from email, SFTP, API, and XML?

Direct answer

Document automation can combine several intake paths as long as the workflow normalizes each submission into the same processing queue with the file, source metadata, document type, and case or account identifier.

Email attachments, SFTP drops, API uploads, XML payloads, and shared folders can feed the same downstream extraction process when the handoff rules are explicit.

What the workflow should include

Capture where each file came from, when it arrived, which case or account it belongs to, which document type it appears to be, and whether it should be extracted automatically or reviewed first.

The workflow should also handle duplicate submissions, unsupported attachments, missing identifiers, and failed API or file-transfer events.

How Lido helps

Lido can ingest documents through multiple paths, extract the needed fields, and export approved results to spreadsheets, CSV files, APIs, or other operational workflows.

That helps teams avoid separate manual processes for each channel.

Example workflow

1. List every intake channel and the file types each channel receives.
2. Normalize source metadata such as sender, folder, case ID, timestamp, and document type.
3. Route each item through classification, extraction, validation, and review.
4. Export approved data in one consistent schema regardless of intake path.