Interactive automation case
Onboarding Document Collection
Automatically check incoming onboarding documents against the required checklist.
Onboarding document collection
Interactive scenarios
Choose an input and watch the workflow reach a controlled result.
Input
A new hire uploads all required signed documents.
AI analysis
The workflow validates the input, checks context, and evaluates confidence.
Decision
Proceed automatically
Result
Files are validated, indexed, and onboarding advances.
Workflow
Live execution
Input
Document Uploaded
The document enters the workflow for processing.
AI
Text Extracted
Readable text is extracted from the document.
AI
Fields Extracted
AI pulls the relevant fields out of the extracted text.
Processing
Validation Checked
The extracted data is checked against policy before it moves on.
Processing
Record Saved
The validated record is saved to the database.
01
Business problem
New hire or customer onboarding paperwork has to be manually checked against a required-documents checklist.
02
How the automation works
The document is uploaded, text is extracted, AI pulls out the relevant fields, and the result is validated against the rules that apply before it is saved.
01
Upload
02
Ocr
03
AI Extraction
04
Validation
05
Database Save
03
Expected business impact
Missing or incomplete onboarding documents are flagged automatically instead of surfacing later.
04
Who it is for
HR and onboarding teams.
Build this workflow for your business
We can adapt this automation to your tools, rules, data, and approval process.