Use Cases
Developer tools to automate document-centric processes - data capture, filling, approvals, interactions - and more.
Invoicing Automation
1 - Purchase orders to invoice matching
- Extract PO data, create reference object & update sheet
- Pull invoice attachments, extract fields
- Match to PO, update spreadsheet entry
2 - Invoice/receipt recognition & recording
- Capture invoice/receipt from any source
- Extract, structure data
- Create CRM/ERP record
3 - Invoice generation automation
- Process booking/payment request
- Confirm data, draft invoice or payment link
- Send to user
HR Automation
4 - Match CVs to role descriptions
- Extract role data, form reference object
- Grab CVs, extract content
- Match CVs, compute match %, list results
Client Interactions
5 - Booking/purchase inquiry end-to-end automation
- Understand inquiry, check availability
- Handle approvals, draft invoice/payment
- Confirm payment, notify internal team
6 - Support automation
- Classify inquiry, open ticket
- Search knowledge bases, draft answer
- Escalate if needed
Document Drafting
7 - Context-based drafting
- Get keywords/context
- Select template or start draft
- Draft section-wise, polish, fill details
- Export/share to directory
8 - Update/fill/restructure existing documents
- Upload doc (PDF, Word, Excel)
- User prompt to fill/edit
- Process, revise, share final version
Trainable Chatbot
9 - Product/service Q&A support
- Search database for availability info
- Return answer with links
- Trigger automation flows on action
Ready to automate your document processes?
See how DocuExtract can transform your workflow with intelligent document automation.