Document collection

Document Collection Processing with AI Agents

Process document collections with AI agents. Classify files, extract structured data, validate relationships, automate approvals, and export system-ready data.
  • Multi-doc intake
  • AI validation
  • Batch export

Trusted by reputable companies

Key capabilities

Automate multi-document processing & validation from intake to export

  1. Step 01

    Group & process document collections

    • Handle related files such as invoices, waybills, packing lists, and supporting documents as one connected collection.
    • Upload scans, PDFs, images, or digital files while keeping every document linked throughout the workflow.
  2. Step 02

    AI document classification & data extraction

    • Automatically classify each document in the collection based on its content, structure, layout, and business context.
    • Extract key fields, line items, totals, references, and relationships using document-specific extraction logic.
  3. Step 03

    Validation, approvals & workflow automation

    • Validate documents individually and as a collection to check completeness, accuracy, and cross-document consistency.
    • Define warning rules, alerts, approvals, routing, and exports based on business rules and validation results.
01

Platform capability

Group & process collections of related documents

In real business workflows, documents rarely arrive alone. A transport file may include waybills, invoices, delivery notes, packing lists, and customs forms. A legal dossier may include contracts, annexes, IDs, certificates, and supporting records. SenseTask keeps related files together and processes them as one connected collection from intake to validation, approval, and export.

AI extraction & classification

What's included

Upload full collections in one go

Upload PDFs, scans, images, or digital documents via email, drag and drop, or API, without splitting files manually.

Process related documents as a single unit

Keep invoices, delivery notes, waybills, customs forms, contracts, and supporting files grouped throughout the workflow.

Review and validate multiple documents in one interface

Let your team compare, check, and approve related documents without switching between screens, folders, or systems.

Apply shared rules across the entire collection

Use collection-level rules to reduce repetitive setup and keep validation consistent from start to finish.

Mirror real-world document workflows

Process documents the way they arrive in business: as structured, connected, process-ready document packages.

Key takeaway

By treating every file as part of a larger workflow, SenseTask helps teams process complex document collections faster, with less manual effort and better control.

02

Platform capability

AI-powered document classification & data extraction

Once a collection is uploaded, SenseTask starts processing immediately. It classifies each document, applies the right extraction logic, and captures only the data that matters for your workflow. No manual sorting, no generic templates, and no need to process every file separately.

01020304

Workflow automation & approvals

What's included

Automatically identify each document type

Detect invoices, waybills, receipts, forms, contracts, and custom document types using layout, content, and context recognition.

Use targeted extraction per document type

Capture invoice totals, delivery dates, vendor names, reference IDs, line items, and other fields based on what each document contains.

Extract data with high accuracy

Process PDFs, scans, images, phone photos, and complex layouts while reducing manual review and correction work.

Define your own data fields

Configure SenseTask to extract standard or custom fields that match your internal process, validation rules, and export requirements.

Improve accuracy with every validation

Use human review and corrections to continuously improve future classification, extraction, and automation performance.

Key takeaway

With built-in and customizable document classification, SenseTask turns document collections into structured, high-quality data ready for validation, approvals, and automation.

03

Platform capability

Validation, approvals & workflow automation of document collections

Once documents are classified and data is extracted, SenseTask validates the entire collection and moves it through the right workflow. From document-level checks to conditional approvals, warning rules, alerts, and exports, every step can follow your business rules without slowing down clean collections.

ERP sync & business automation

What's included

Validate data at document and collection level

Catch missing fields, mismatches, duplicates, and rule violations across the entire package before anything moves forward.

Define alerts and warning rules

Flag expired or soon-to-expire documents, missing approvals, validation issues, or compliance deadlines based on your business rules.

Create conditional approval flows

Route collections based on extracted values, document types, suppliers, amounts, metadata, or validation results.

Handle exceptions with control

Automatically flag issues for manual review while allowing complete and accurate collections to continue without delay.

Trigger actions after approval

Export structured data to ERP or business systems, archive finalized collections, or notify downstream teams.

Monitor and trace every action

Maintain a complete audit trail for every validation, decision, change, approval, and export step.

Key takeaway

From validation to export, SenseTask keeps document collections moving accurately, efficiently, and in line with your business rules.

Customer stories

Why our customers love SenseTask

Finance, operations, and leadership teams who automated document processing with SenseTask.

Constantine N.
Commercial Director
Matthew G.
Director of Operations
Brian G.
General Manager

AI Agents for Document Processing & Workflow Automation

Turn Complex Documents into Validated, System-Ready Data

From intake and OCR to validation, approval, and ERP export, one platform instead of disconnected tools.

  • Document management
  • AI processing
  • Workflow automation

One login. All workflows. No complex migrations.