Classifies and routes incoming documents — forms, invoices, contracts — with extracted context.
Activation complexity
Medium
Time to activate
10-21 days
Volume share
10-20% of role volume in ops-heavy orgs
Impact range
25-50%
Inherited pricing
€0.25 – €0.70 per internal request handled
This capability shares the Operations Coordinator's metered unit. A internal request handled is counted once at the role level regardless of which capability handled it. Adding this capability to an active deployment does not change the per-action price.
What this capability handles
Document Intake handles the forms, contracts, and structured files that create sorting work before actual processing begins.
Workflow summary
Receives file, classifies, extracts key fields, routes to owner, tracks confirmation.
Stages
Decision logic
Uses document-type cues and extracted fields to pick the right next owner and process.
Systems and data
{email,forms,"document storage","workflow tools"}
{"uploaded file","document text","request metadata","routing rules"}
Exceptions & human handoff
Low-confidence classification or missing critical fields route to manual review.
Confidence below threshold, missing required fields, or regulated-document type detected.
Readiness
Defined document categories, routing logic, and confidence-review rules.
Owner on client side · Ops Manager
Impact contribution
Compresses document-handling lag from hours to minutes on standard categories.
Primary KPI · Intake throughput · 25-50%
Prerequisites
Activating Document Intake in production requires the following capabilities to be live first. Ordering matters — routing and classification quality propagate.
The chat opens with Operations Coordinator and Document Intake pre-selected. You can add other capabilities during the conversation.