Sort inbound documents

Document classification and routing

Classify uploaded documents as invoice, contract, ID, or other, and show the predicted type on a hosted intake app.

The problem

Shared inboxes mix invoices, contracts, IDs, and everything else. People open each file just to decide which queue it belongs in. Misroutes sit for days because the only record is a folder name someone typed.

How the workflow runs

Upload a document

The hosted classifier accepts a file plus optional notes. The run starts from that submit, so there is a status to check instead of an untracked email attachment.

Classify by type

The starter predicts one of four categories: invoice, contract, ID, or other. If a classification agent is available it uses that model. Otherwise the workflow falls back to a classify step with those same categories.

Show the category

The predicted type is written onto the run and shown on the results page. Downstream solutions such as the customer portal can classify first and then extract fields.

What the hosted app shows

Operators drop a file on a hosted intake page and see the predicted type with the original document. The app is meant as a sorting surface, not a full review queue.

Who it is for

Operations teams that receive mixed document packets and need a first-pass type before extraction, review, or a customer portal takes over.

Questions

Yes. Open the canvas and edit the classify step. The starter uses invoice, contract, ID, and other so a new workspace has a working route on day one.