Operate — Supply Chain & Resource Optimization
Document Intelligence Work Flow
Build
Manufacturing runs on documents — invoices, purchase orders, spec sheets, inspection reports, supplier files. This workflow turns unstructured bundles into structured, confidence-scored data, routing low-confidence fields to human review instead of guessing.
Agentic behaviors
- Ingests PDFs, scans and photographed documents, including mixed-format bundles
- Extracts a named set of fields — invoice number, vendor, dates, totals, purchase order number — rather than dumping raw text
- Scores every extracted field for confidence and flags anything below the review threshold
- Routes low-confidence extractions to a human queue before anything reaches a system of record
Features & capabilities
| Field Extraction | Pulls a requested field set out of invoices, orders and scans; unnamed fields return full text, tables and a summary instead |
| Confidence Scoring | Every value carries a score, so a wrong reading surfaces as low confidence rather than as clean data |
| Human Review Queue | Fields below the threshold are held for a person to confirm before release |
| Bring Your Own Document | Works on curated samples or a document the user uploads, with no configuration |
Agents powering this workflow
Reusable AI capabilities from our Agent Store.
Who benefits
- Accounts Payable Clerks
- Procurement Analysts
- Quality Inspectors
- Operations Managers
KPIs impacted
Document processing timeManual re-entry hours avoidedExtraction accuracy rateInvoice exception rate
Required connectors
Configured per-organization in the Control Tower once this workflow is enabled for your team.
Invoice DatabaseERPSharePoint
Configurations & Options
Set up in the Control Tower once this workflow is enabled — shown here so you know what to expect.
Configurations
- Human review confidence threshold (%)Extracted fields scoring below this are held for human confirmation rather than released automatically.
Options
- Require human review before writing to a system of recordWhen on, no extracted field reaches ERP or the invoice database until a person confirms it. When off, high-confidence fields are written straight through.
Governance requirements
- Confidence score required on every extracted field — no unscored value reaches a system of record
- Fields below the review threshold require human confirmation before release
- Uploaded documents are processed in an isolated sandbox tenant and not retained for training