Digitization
The first step is converting incoming documents into machine-readable digital form. The robot automatically accesses the email, downloads the attachment (a scanned image or PDF), and uses Optical Character Recognition (OCR) to convert it into digital text — ready for analysis.
Classification
After digitization, artificial intelligence analyzes the document. Through keyword analysis, context understanding, and trained patterns, it automatically identifies the document type — in our example, it accurately classifies it as an invoice. This ensures proper downstream processing.
Extraction
In this crucial phase, AI performs intelligent data extractionIt precisely pulls all key data from the invoice: company ID, tax ID, document number, due dates, bank account details, and all financial amounts with their breakdowns.
Validation and Structured Data Entry
The extracted data is then validated — the system checks it against internal records or rules to confirm accuracy and logic. Once validated, the robot logs into the enterprise system (ERP, accounting software) and writes the structured data into the correct fields. The process is complete.