Automation

Automate document processing with AI-powered pipelines and worker agents.

Overview

Archivus automation features handle repetitive document tasks automatically, freeing you to focus on higher-value work.

Available to: Pro, Team, and Enterprise tiers

Automation Features

Document Pipelines

Create automated workflows that process documents when uploaded:

  • Classify - Identify document types automatically
  • Extract - Pull key data (amounts, dates, names)
  • Route - Move documents to appropriate folders
  • Tag - Apply intelligent tags based on content
  • Notify - Alert team members of important documents

Example: Upload an invoice → Extract vendor and amount → Route to vendor folder → Notify AP team

Worker Agents

Background AI agents that continuously process your documents:

  • Classification Agent - Categorizes documents by type
  • Tagging Agent - Applies relevant tags
  • Compliance Agent - Scans for sensitive information
  • Extraction Agent - Pulls structured data

Getting Started

  1. Create Your First Pipeline - Start with a simple 3-step pipeline
  2. Use Templates - Choose from pre-built pipeline templates
  3. Monitor Activity - Track automation in the Activity dashboard
  4. Optimize - Refine based on results and costs

Use Cases

Finance

  • Invoice processing and routing
  • Expense report data extraction
  • Payment due date tracking
  • Contract classification and tagging
  • Key term extraction
  • Expiration date monitoring

HR

  • Resume parsing and categorization
  • Employee document organization
  • Compliance document tracking

Operations

  • Process standard operating procedures
  • Manage policy documents
  • Track certifications and expirations

Questions? Ask Archie: “Help me automate my document processing”