ThinkAutomation enables Intelligent Document Processing (IDP) by automating the extraction, conversion, creation, classification, and management of data from a wide range of document formats. Whether processing emails with attachments, scanned PDFs, Word files, or spreadsheets, ThinkAutomation can convert documents to text, extract key information, and apply AI for tasks like data classification, summarization, and anonymization. With built-in OCR, it can extract text from images and scanned documents, making unstructured data actionable. Workflows can automatically route documents, generate formatted reports, and integrate with databases or cloud storage - eliminating manual processing and increasing efficiency.
Harness the power of ThinkAutomation's extensive document processing capabilities to streamline and automate a wide range of tasks.
Beyond these features, ThinkAutomation also offers capabilities to save, rename, copy local documents and attachments, and even upload them to cloud storage. These features empower businesses to automate tasks like document creation, format conversion, data extraction, digital signing, and more.
With the "document to text" feature, ThinkAutomation can further extract text, enabling advanced operations. By integrating with AI, using the Ask AI automation action, it can classify, summarize, anonymize and extract specific information, providing a seamless blend of automation and intelligent document processing.
You may only have a few core document processing needs. Or, you might want to incorporate intelligent document processing within a larger workflow. Either way, ThinkAutomation can help. Because ThinkAutomation uses conditional processing, your workflows can take whatever form you need. You simply set up rules (if this, then that), and ThinkAutomation executes them. For example:
| If | And | Then |
| If the inbound email contains an attachment | The sender email matches a customer CRM record | Upload the attachment to the customer's folder on OneDrive |
| If the attachment contains the word 'CV', 'Resume' or 'Curriculum Vitae' | The attachment is a PDF document | Use AI to extract the candidate information and save to a database |
| If a new quote PDF document is found on a folder on your system | The extracted email address is not blank | Send an email to the customer with the quote attached and schedule an automated follow-up email in 7 days time |
| If a document contains the word 'contract' | The document is dated within the last 7 days | Store the document in the 'Recent Contracts' folder on the cloud |
| If a PDF document is found in a specific cloud folder | The document contains the term 'NDA' | Archive the document in the 'Legal Agreements' directory |
| If a document is received via API | The document type is 'tax document' | Extract tax-related details and update the tax compliance system |
| If a document is found in a specific database | The document is labeled 'warranty' | Extract warranty expiration dates and create email reminders for renewals |
While traditional document processing has served businesses for decades, the digital age demands more efficiency, accuracy, and speed. Here's how Intelligent Document Processing (IDP) stands out:
Transitioning to IDP not only modernizes business operations but also unlocks new potentials for growth, customer satisfaction, and digital transformation.
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