Direct answer
Classify each admitted document, extract into a schema for that document type, validate required fields and cross-field rules in code, then write only records that meet the confidence and policy thresholds. Send everything else to an exception queue with the source page and reason for review.
01
The workflow
- 01
Admit and classify the file
Keep the original file, checksum, source, and arrival time. Identify the document type before selecting the extraction schema and destination.
- 02
Extract into typed fields
Return values, page references, and confidence for the schema fields. Do not make downstream systems depend on a model reproducing a CSV or JSON blob in prose.
- 03
Validate deterministically
Check required values, formats, totals, dates, duplicates, and policy thresholds with code. Separate invalid data from low-confidence data.
- 04
Write or create an exception
Route valid records to the approved destination and create a review item for every exception with the exact field, source page, and failure reason.
02
Finished artifact
A validated record with a receipt
The workflow should end in a settled destination record or a named exception, with no document silently disappearing between extraction and write.
- Original file identity and document type
- Typed extracted fields with page references
- Validation results and confidence by field
- Destination record ID or exception owner
- Completion time and audit trail
03
Setup checklist
- List document types and define one schema for each.
- Set required fields and deterministic validation rules.
- Name the permitted destination and editable fields.
- Choose confidence and approval thresholds.
- Create a monitored exception queue before enabling writes.
Authority boundary
Extraction can run automatically; downstream writes stay scoped or approval-gated.
Start with the smallest useful authority. Expand it only after the team has reviewed settled outputs and the exception path is working.
Product evidence
Document extraction desk
Turn PDFs, scans, forms, and contracts into clean data with validation and routing.
- Trigger
- Event
- Finished output
- Extracted fields, validation exceptions, routed records, and completion log.
- Supported sources
- Gmail, Google Drive, S3, Airtable, QuickBooks, Google Docs
04
Sources and verification
These links support the system capabilities and product workflow described above. The page was reviewed on 2026-08-31.