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Document Automation

Zild Docs enables organizations to automate business processes based on document content. Once structured data is extracted, workflows can be triggered automatically.

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Automation Flow

Document Received → Data Extracted → Validation → Workflow Trigger → Integration Action

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Common Automation Use Cases

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1. Contract Approval Workflow

  1. Contract uploaded
  2. Key clauses extracted
  3. Risk language identified
  4. Compliance check performed
  5. Workflow routes to legal team
  6. Approval recorded

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2. Invoice Processing Automation

  1. Invoice uploaded
  2. Invoice data extracted
  3. Vendor validated
  4. Amount matched to PO
  5. Payment workflow triggered
Reduces manual data entry and processing errors.

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3. Lead Qualification via Document

  1. Prospect uploads document
  2. Company information extracted
  3. Revenue or employee size identified
  4. Qualification logic applied
  5. CRM updated automatically
Useful for B2B onboarding flows.

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4. Identity & Compliance Verification

  1. ID document submitted
  2. Name and ID number extracted
  3. Validation rules applied
  4. Compliance flag generated
  5. Workflow routes to review team
Supports regulated environments.

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Validation Rules

Automation can include validation logic such as:
  • Required field verification
  • Format validation
  • Threshold checks
  • Cross-database matching
  • Risk scoring
If validation fails:
  • Escalation may be triggered
  • Document may be flagged
  • User may be prompted for correction

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Integration with External Systems

Extracted document data can:
  • Update CRM records
  • Trigger ERP workflows
  • Create internal tasks
  • Send webhook notifications
  • Store structured records in database
All integrations operate within tenant boundaries.

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Audit & Traceability

Zild Docs logs:
  • Document upload timestamp
  • Extraction results
  • Confidence scores
  • Workflow execution
  • Approval actions
This supports:
  • Compliance auditing
  • Operational traceability
  • Performance monitoring

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Best Practices

For production deployments:
  • Validate extraction confidence thresholds
  • Define fallback manual review processes
  • Secure document storage
  • Restrict access via RBAC
  • Monitor extraction error rates
Well-designed automation reduces manual workload while maintaining control.

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Summary

Zild Docs transforms documents into structured operational triggers. It enables:
  • Automated contract handling
  • Intelligent invoice processing
  • Compliance validation
  • CRM synchronization
  • End-to-end document workflows
Zild Docs extends AI automation beyond conversations into document-driven operations.