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AI AGENTS
AI agent that classifies documents
The agent understands each document and files it into the right folder, category and workflow, without relying on manual review.
AI agent that classifies documents
An AI agent that classifies documents is deployed over your current systems and flows, with human supervision and traceability. Before automating we define which task, which exceptions and what outcome is acceptable.
We work from Barcelona and Madrid and remotely across Spain, Europe, LATAM and the United States. The agent is designed for your real process, not the other way round: integrations, permissions and milestone control.
We hand over the agent, its configurations, repositories and documentation in accounts owned by your company, without lock-in and with the ability to audit or rotate credentials.
The agent understands each document and files it into the right folder, category and workflow, without relying on manual review.
THE CHALLENGE
classifying documents
Leaving classifying documents to a person is slow and leaves room for error; automating it without governance is a risk. The sweet spot is an agent with rules, exceptions and control.
Unmanageable file volume
Documents arrive through multiple channels with no common organisation criteria.
Ambiguous classification rules
Each person labels their own way, breaking the consistency of the archive.
Slow retrieval
Without clear order, finding a specific document requires long manual searches.
APPROACH
classifying documents
An agent with rules, exceptions and milestone control.
Document type detection
The agent recognises invoices, contracts or delivery notes from their content and structure.
Key field extraction
It identifies dates, amounts and references to assign the correct category.
Applying filing rules
It moves or tags each document according to the taxonomy and company-approved rules.
Human review and exceptions
Doubtful cases are escalated to an owner who corrects and teaches the rule to the agent.
DELIVERABLES
classifying documents
An operational, traceable agent under your control.
Archive ordered by category
Documents placed in the correct folder or tag without manual work.
Classified document index
Searchable list of each file with its type and extracted fields.
Exception log
Escalated cases and decisions taken to refine the rules.
Processed volume report
Number of classified documents and accuracy rate per period.
TRUST
AI applied to real processes with supervision
AI agents with human supervision, traceability and milestone control since 2008, in Barcelona and Madrid and remote. Code and documentation under your control, without lock-in.
- A clear task and success criteria before automating.
- Human supervision with milestone and exception control.
- A measurable first release before expanding scope.
- Code, configurations and documentation under your control.
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