Document Processing

Quick Overview

Set up a central document processing hub that:

Receives documents via a dedicated email inbox
Identifies document types automatically (invoices, contracts, forms, etc.)
Extracts key information based on document type
Logs data to organized spreadsheets for easy access
Notifies relevant teams when action is needed

Build it once and process hundreds of documents daily without manual data entry. You can use the document processing template to get started.

Setting Up Your Document Hub

Step 1: Create Your Document Inbox

Set up a dedicated email address to serve as the central entry point for all documents requiring processing.

Set up a dedicated Gmail account (e.g., docs@yourcompany.com)
Configure Gmail – Email Received as your trigger
Add filter: “Has attachment” = Yes
Share this email with teams who need document processing

Step 2: Identify Document Type

Automatically classify incoming documents to determine the appropriate processing workflow for each type.

Add AI Agent with prompt:

Analyze the attached document and classify it into exactly ONE of these categories:

**INVOICE** — Documents requesting payment:
- Bills, invoices, statements
- Payment requests, purchase orders
- Proforma invoices, quotes with payment terms

**CONTRACT** — Documents establishing agreements:
- Contracts, agreements, terms of service
- NDAs, MOUs, LOIs
- Legal binding documents, amendments

**RECEIPT** — Documents confirming completed transactions:
- Purchase receipts, sales receipts
- Payment confirmations, transaction records
- Proof of purchase, order confirmations

**OTHER** — Any document that doesn't fit the above categories

Extract the following information if clearly visible:
- Vendor/Party Name: The primary company or person named
- Document Date: The main date on the document

Return your classification in this exact JSON format and nothing else:
{"type": "[INVOICE/CONTRACT/RECEIPT/OTHER]", "party": "[name or null]", "date": "[YYYY-MM-DD or null]"}

Complete the classification immediately upon document review. Do not provide explanations or additional analysis.

The AI Agent automatically has attachments from email in context.

Step 3: Route to Correct Document Processing

Use conditional routing based on the document classification to send each document type down the appropriate processing path.

Add Condition nodes to route based on document type:

If type = “INVOICE” → Invoice processing branch
If type = “CONTRACT” → Contract processing branch
If type = “RECEIPT” → Receipt processing branch
If type = “OTHER” → General document processing branch

This ensures each document gets the specialized treatment it needs.

Step 4: Extract Specific Type Data for Those Categories

Pull out the relevant information fields based on the document type with specialized AI agents for each category.

Edit the prompts and attributes to match your documents. For best results you would also prompt the model to leave items not identified as “N/A” or blank.

For INVOICE branch:

You're a sharp-eyed accounting detective who never misses a detail. Your mission: extract every critical piece of financial data from this invoice with laser precision.

Extract: vendor_name, invoice_number, total_amount, due_date, 
line_items[], payment_terms, PO_number, tax_amount, billing_address

For CONTRACT branch:

You're a meticulous legal analyst with an eye for binding commitments. Your job: identify all the key terms that matter for contract management and compliance tracking.

Extract: party_names[], contract_value, start_date, end_date,
renewal_terms, key_obligations[], termination_clause, governing_law, signatures_required

For RECEIPT branch:

You're a savvy expense tracker who knows every receipt tells a story. Your task: capture all the details needed for perfect expense reporting and reimbursement.

Extract: merchant, amount, date, category, payment_method,
expense_type, project_code, tax_amount, receipt_number

For OTHER branch:

You're a versatile document wizard who adapts to any format. Your mission: intelligently extract whatever structured data exists in this document, no matter what type it is.

Extract all field names and their values as key-value pairs, focusing on dates, amounts, names, and identifiers.

Step 5: Log to an Appropriate Spreadsheet

Organize extracted data into your preferred system — spreadsheets are just the starting point.

Make sure the fields you are logging match the attributes extracted in the previous step.

Basic Option: Use Google Sheets – Append Row to log data by document type. Advanced Integrations: You can post this information anywhere using:

HTTP Request actions to send data to your ERP, CRM, or custom databases
Direct integrations with Airtable, Notion, or other platforms
Webhook endpoints for real-time processing
API calls to accounting software like QuickBooks or Xero

Spreadsheets are just a foundation — the real power comes from connecting to your existing systems.

Advanced Features

Feature	What it does
Duplicate Detection	Check if invoice/contract already processed
Auto-Approval Routes	Route based on amount thresholds and vendor status
Data Validation	Add additional QA agent steps

Best Practices

Start with High-Volume Doc Types

Focus on the documents that eat the most time — usually invoices and receipts.

Create Clear Naming Conventions

Standardize how documents are named and filed from day one.

Set Up Error Handling

Route failed extractions to a manual review queue rather than losing them.

Regular Accuracy Audits

Spot-check 10% of processed documents weekly to refine extraction prompts.

Next Steps

Invoice Processing

Deep dive into AP automation

Agent Steps

Build intelligent document analysis workflows

Knowledge Base

Store extracted document data

Human in the Loop

Add approval steps for critical documents

Custom Agents 101

Testing

Accounts & Billing

Use Cases

Skills

Utilities

Web Scraping

Integrations

Quick Overview

Setting Up Your Document Hub

Step 1: Create Your Document Inbox

Step 2: Identify Document Type

Step 3: Route to Correct Document Processing

Step 4: Extract Specific Type Data for Those Categories

Step 5: Log to an Appropriate Spreadsheet

Advanced Features

Best Practices

Next Steps

Invoice Processing

Agent Steps

Knowledge Base

Human in the Loop

​Quick Overview

​Setting Up Your Document Hub

​Step 1: Create Your Document Inbox

​Step 2: Identify Document Type

​Step 3: Route to Correct Document Processing

​Step 4: Extract Specific Type Data for Those Categories

​Step 5: Log to an Appropriate Spreadsheet

​Advanced Features

​Best Practices

​Next Steps

Invoice Processing

Agent Steps

Knowledge Base

Human in the Loop

Quick Overview

Setting Up Your Document Hub

Step 1: Create Your Document Inbox

Step 2: Identify Document Type

Step 3: Route to Correct Document Processing

Step 4: Extract Specific Type Data for Those Categories

Step 5: Log to an Appropriate Spreadsheet

Advanced Features

Best Practices

Next Steps