Maxxified’s AI-Driven Document Automation Workflow

It all begins with human-readable documents...

Paper forms, PDFs, scans, or image-based files are uploaded or ingested via email, scanner, or direct API integration—forming the raw material for automation.

Multi-page files are separated into individual documents.

Using AI rules or visual cues (like barcodes or templates), combined files are split into distinct documents so each can be processed independently and accurately.

Each document is identified by type and category.

The system automatically determines what kind of document it is—invoice, contract, application, form, etc.—to apply the correct extraction rules and workflows.

Key data is pulled from the document.

AI models extract important fields—like names, dates, totals, or signatures—turning unstructured content into usable, structured data.

Humans step in when AI isn’t confident.

When the system encounters ambiguous or low-confidence results, it flags them for human review—ensuring accuracy without sacrificing automation speed.

Extracted data is checked for accuracy and completeness.

Validation rules confirm that all required fields are present, properly formatted, and logically consistent—reducing downstream errors.

Business logic is applied to trigger next steps.

With clean, validated data, automated workflows can make decisions—like approving claims, flagging risk, or routing documents for further processing.

Machine-readable data is delivered to your systems.

Final structured data is exported to your database, CRM, ERP, or DMS—ready for integration, reporting, or compliance.