Microsoft & AI Article Series
Intelligent Document Processing
Extract and organize document information, with people checking important details.
Spend Less Time Re-entering Document Details
Too Many Documents, Not Enough Time?
Invoices, applications, contracts, and forms can create a lot of reading, sorting, and data entry.
Document processing tools can help with some of those repeatable steps.
That’s where Intelligent Document Processing (IDP) comes in.
What Is Intelligent Document Processing?
Intelligent document processing uses AI to extract information from documents and support a defined workflow. Depending on the setup, it can:
- Extract key information.
- Sort and organize files.
- Send data to the right place (like Excel, SharePoint, or Teams).
- Flag fields for review when checks or confidence thresholds call for it.
Extraction can be wrong or incomplete. Check important fields against the original and route uncertain results to a person for review.
What We Do (And How It Helps You)
- Choose the right Microsoft tools (like Azure AI, Power Automate, and SharePoint).
- Set up document workflows that save time.
- Train teams to feel confident using them.
- Plan how documents are organized, accessed, and reviewed.
Start with the types of documents you handle, the information you need, and the checks your team must perform.
Who Needs This?
IDP may be worth exploring if:
- You work in HR, finance, legal, healthcare, or education.
- You manage forms, reports, contracts, or applications.
- You’re tired of errors from typing things in manually.
- You need faster turnaround times and fewer headaches.
Schedule a call to discuss your document process and where manual work could be reduced.