What should a proof of concept for document automation test?

Direct answer

A useful proof of concept should use representative production documents, including messy examples, new formats, long files, optional fields, and documents that currently require manual intervention.

It should prove the full workflow from intake to export, not just whether a model can find a few fields on one PDF.

What to include

Include multiple senders, multiple document types, scanned and native PDFs, narrative-heavy documents, spreadsheets or email inputs if relevant, and downstream import requirements.

Also test how the workflow behaves when values are missing, ambiguous, low confidence, or in the wrong format.

How Lido helps

Lido can be tested against real documents with configurable fields, workflow steps, validation, and review so teams can evaluate operational fit before scaling.

That makes the proof of concept closer to the live process the team will actually run.

Example workflow

1. Select representative documents, including known failure cases.
2. Define target fields, validation rules, and export format before testing.
3. Measure accuracy, exception rate, review effort, and downstream readiness.
4. Decide what must be configured before production rollout.