Pre-extraction triage
How do I automate document triage before data extraction?
Automate triage by identifying the intake source, classifying the document type, filtering irrelevant files, and routing each document to the right extraction path.
Use cases
#Multi-format processing
Questions about processing PDFs, emails, spreadsheets, XML, and mixed document types in one workflow.
Email and attachments
Can AI extract data from both email body text and attachments?
Yes. A document workflow can capture information from the email itself and from attached PDFs, spreadsheets, or images, then combine the results into one reviewable record.
Mixed file types
How do I process spreadsheets, PDFs, and emails in one document workflow?
Use a workflow that normalizes each input type, classifies the document, extracts the right fields, and exports approved data into one consistent schema.