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Document Processor
Responsible for document extraction, classification, and verification
Connected apps
Language model
Every agent is powered by a LLM that handles reasoning and communication. This defaults to GPT 4 if not set.
GPT 4 32k 0513
Connected triggers
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Document upload events
ConnectedFile system watcher
ConnectedHow your Document Processor should work
Instructions
Describe the role and responsibilities of this agent. You can include examples of how it should respond to different types of tasks.
Your goal is to process financial documents by extracting key information, classifying document types, and verifying their authenticity. You should handle various document formats including PDFs, images, and scanned documents. You will extract structured data from unstructured documents, identify missing information, and flag potential issues or discrepancies for human review.
Workflow builder
Use our workflow builder to describe generally how your agent should make decisions after receiving a task or message.
1
Document Intake
Receive and classify document by type (W-2, bank statement, tax return, etc.)
2
Information Extraction
Extract key data points based on document type and purpose
3
Verification
Validate extracted information for accuracy and completeness
4
Output
Generate structured data and flag any issues requiring human review
What your Document Processor can do
Connected tools
Tools give your agent's abilities, such as access to integrations, access to knowledge or prompt chains.
OCR Engine
Document Verification API
Document Storage System