Tutorials

Master Scanned Document Data Extraction: Using AI for Faster, Accurate Automation

Datagrid Team
·
March 6, 2025
·
Tutorials

Discover how AI transforms scanned document data extraction, enhancing accuracy and efficiency. Unlock faster, reliable automation today!

Showing 0 results
of 0 items.
highlight
Reset All
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Are you still wasting hours manually extracting data from scanned documents, only to end up with inconsistent outputs, communication breakdowns, and missed deadlines? This key problem plagues organizations everywhere, watching valuable time disappear into tedious tasks that should be streamlined. Understanding how to automate scanned documents extraction can revolutionize your workflow and save precious time.

Recent advancements in Agentic AI technology offer a more efficient path forward. These intelligent systems can automate complex data extraction workflows while maintaining quality and accuracy. I'll show you how AI-powered tools can transform your document management process, saving time while improving output quality. Datagrid's data connectors provide the perfect solution to overcome these inefficiencies and revolutionize your data workflow.

Overview

Technology is reshaping how we interact with, manage, and use data in ways unimaginable just a few years ago. Digital transformation has created both challenges and opportunities for organizations in an increasingly data-driven landscape.

Data management challenges are significant today. Organizations struggle with integrating data from disparate sources—a process that can take up to six months for enterprise-level implementations. As data volumes explode with IoT devices and digital touchpoints, businesses face tough choices between centralizing or distributing their data, each with significant tradeoffs.

The barriers to automation in data analytics have decreased, while benefits have multiplied. Four core AI technologies are converging to reshape data management:

  1. Optical Character Recognition (OCR) transforms document processing, enabling banks to rapidly process checks and healthcare providers to instantly access digitized patient records.
  2. Natural Language Processing (NLP) handles unstructured data from emails, customer feedback, and social media. Platforms like Zendesk and HubSpot automatically categorize and route inquiries based on content and urgency.
  3. Machine Learning (ML) brings genuine intelligence to data management. Amazon exemplifies this with ML algorithms that analyze historical data to optimize inventory decisions.
  4. Intelligent Data Validation systems ensure data accuracy and consistency in real-time, preventing errors from contaminating datasets.

These technologies work together to overcome traditional data integration challenges, including semantic inconsistencies, application-data coupling, and high expenses associated with enterprise data initiatives.

Cloud technology accelerates this transformation. Affordable cloud storage and computing power enable more solutions to operate in the cloud, with multi-cloud strategies becoming common for accessing and processing data from multiple sources in real-time.

This article explores how to automate scanned documents extraction using these technological advancements to transform data management processes, reduce manual intervention, enhance data quality, and enable organizations to derive deeper insights at unprecedented speed.

I aim to provide a comprehensive understanding of how technology is reshaping data management landscapes and how your organization can use these advancements to gain a competitive advantage in our data-centric world.

Importance of Document Extraction

Document extraction technology has become a cornerstone of modern business operations, transforming how organizations automate PDF handling and driving significant improvements in efficiency. When properly implemented, automated document extraction creates a foundation for streamlined workflows that can fundamentally change how your business operates.

Enhancing Accuracy and Reducing Errors

One of the most compelling benefits of automating scanned documents extraction is the dramatic improvement in accuracy. Utilizing AI-powered document review reduces the high error rates associated with manual data entry, which typically range from 18% to 40%. These errors aren't just inconvenient—they're expensive. The 1-10-100 rule illustrates this perfectly: preventing a mistake costs $1, fixing an error costs $10, and repairing resulting damage costs $100.

Driving Operational Efficiency

Automating scanned documents extraction fundamentally changes how your team spends their time. By choosing to automate data entry with AI, you free up skilled personnel to focus on strategic initiatives instead of tedious manual entry. Consider that data scientists typically spend 80% of their time on data collection and preparation rather than analysis.

The impact can be dramatic. Voltus, a virtual power plant operator, reduced their document processing time from 48 hours to just 1.5 minutes by implementing automated extraction, saving over $18,000 monthly in processing costs and achieving more than 90% touchless accuracy.

Creating Scalable Operations

As your business grows, automating scanned documents extraction allows you to handle increasing volumes of information without proportional increases in staff or resources. This scalability is crucial for sustainable growth, enabling your organization to maintain efficiency even as document processing needs expand.

By integrating automated document extraction into your daily operations, you create a foundation for data-driven decision-making while eliminating many of the bottlenecks that traditionally slow down information processing.

How to Automate Scanned Documents Extraction

Understanding how to automate scanned documents extraction is key to simplifying data extraction, transforming unstructured data into structured formats that computers can easily process, analyze, and store. Without this conversion, scanned documents remain mere images with limited usability, requiring manual intervention to extract valuable information.

Types of Data

To automate document extraction properly, we need to recognize the three main data types you'll encounter:

Structured data is highly organized information with a fixed schema, typically stored in relational databases or spreadsheets. It has:

  • Predictable, consistent structure
  • Easy manipulation with database tools
  • Organized rows and columns

Semi-structured data doesn't conform to rigid schemas but contains tags or markers to separate elements:

  • Flexible, adaptable structure
  • Hierarchical organization
  • Common formats include JSON, XML, and log files

Unstructured data lacks predefined format or organization, making it challenging to process:

  • Diverse formats and content types
  • Requires advanced technologies for extraction
  • Examples include text documents, PDFs, emails, images, and handwritten notes

When automating scanned documents extraction, you're typically converting from unstructured to structured formats, which presents several technical challenges.

The Conversion Challenge

Converting unstructured scanned documents into structured data involves several key considerations. For instance, to turn an image into text requires addressing specific challenges:

  1. Input Format Variety: Documents come in numerous formats—native PDFs, scanned images, handwritten forms—each requiring different processing approaches.
  2. Schema Definition: For downstream systems to use the extracted data effectively, you need a well-defined schema that specifies exactly what information to extract and how to organize it.
  3. Structural Variations: Even documents of the same type (like invoices or contracts) can have wildly different layouts and formats, requiring flexible extraction methods.
  4. Output Standardization: Extracted data must conform to strict formats (typically JSON or database records) for machine consumption and processing.

Technologies Enabling Automation

Modern document automation leverages several technologies to bridge the gap between unstructured and structured data, enabling you to data mine a PDF:

  • Optical Character Recognition (OCR) converts image-based text into machine-readable characters.
  • Natural Language Processing (NLP) interprets and analyzes the context and meaning of extracted text.
  • Machine Learning algorithms improve extraction accuracy over time by learning from examples.
  • Artificial Intelligence combines these technologies to handle complex documents with variable layouts.

These technologies work together to transform scanned documents from static images into dynamic, searchable, and analyzable structured data that integrates with business systems and workflows.

By understanding these foundational concepts, you can better appreciate how automating scanned documents extraction transforms otherwise cumbersome paper-based processes into streamlined, efficient digital workflows.

Technologies Involved

Automating document processing relies on several cutting-edge technologies working together to transform unstructured data into actionable information. Two key technologies lead this transformation: Optical Character Recognition (OCR) and Machine Learning (ML).

Optical Character Recognition (OCR)

OCR technology serves as the foundation for automating scanned documents extraction by converting text within images into machine-readable formats. Modern OCR follows a structured process:

  1. Image Pre-processing enhances quality through resizing, contrast adjustment, and noise reduction.
  2. Text Detection identifies regions containing text.
  3. Layout Analysis understands the structure and flow of the detected text.
  4. Text Recognition uses deep learning models to convert visual characters into digital text.
  5. Language Model Post-processing corrects errors and improves accuracy.

OCR comes in several varieties, each designed for specific use cases:

  • Handwritten OCR focuses on converting handwritten text, useful for processing historical documents or written notes.
  • Printed OCR specializes in recognizing text from books, magazines, and other printed materials.
  • Full-page OCR processes entire documents at once.
  • Zonal OCR extracts data from specific pre-defined areas of documents, ideal for forms with consistent layouts.

Machine Learning and AI for Data Processing

Machine learning significantly enhances document automation by bringing intelligence to the process. ML algorithms can:

  • Automatically extract and encode relevant features from data.
  • Identify patterns and trends across large document sets.
  • Detect anomalies that may signal issues like fraud or system failures.
  • Predict future trends based on historical document data.

In the document processing workflow, AI and ML contribute to:

  • Data Preparation: Automating cleaning, integration, and handling missing values.
  • Data Exploration: Enhancing visualization and uncovering hidden patterns.
  • Data Modeling: Selecting appropriate techniques for specific document types.

Natural Language Processing (NLP), a subset of AI, plays a crucial role by extracting insights from unstructured text in emails, social media, and customer communications.

Key Document Automation Tools

Several tools leverage these technologies to provide comprehensive document processing solutions:

Docparser utilizes Zonal OCR technology to automate tasks like invoice processing and form data extraction. It works with PDFs, Word documents, and images, allowing users to set up customizable parsing rules. Starting at $39 per month, it offers high accuracy for documents with consistent layouts, though it requires creating new templates for each document layout.

Real-world applications of Docparser include:

  • Processing supplier invoices for retailers with the SmartAI Parser template.
  • Analyzing legal documents at law firms with customized parsers.

Other notable tools include Inscribe AI, which serves banks and financial institutions, Parserr with its customized approach to document parsing, and Amazon Textract, which provides advanced machine learning for document analysis and extraction.

By combining these technologies and tools, businesses can transform their document-heavy workflows into streamlined, automated processes that reduce manual effort while improving accuracy and efficiency.

Preparation Steps

Before implementing automation for your data entry processes, proper preparation is essential to ensure optimal results. Taking the time to set up your systems correctly will significantly impact the accuracy and efficiency of your automated workflows.

High-Quality Scans

The foundation of successful data automation begins with high-quality document scans. Poor image quality directly affects the accuracy of data extraction, so this step should never be overlooked.

For best results:

  • Ensure documents are well-lit and positioned properly when scanning.
  • Scan at a higher resolution to capture more detail and improve OCR accuracy.
  • Maintain your scanning hardware with regular cleaning and calibration.
  • Position documents straight to avoid skewed text that can confuse recognition systems.
  • Use consistent scanning settings for similar document types.

When dealing with older documents, faded text, or unusual fonts, the importance of high-quality scanning becomes even more critical. In some cases, you may need to edit photocopied PDFs to enhance readability before processing.

Customization and Settings

Tailoring your automation settings to match your specific document types and requirements is crucial for maximizing accuracy.

Effective customization involves:

  • Applying preprocessing techniques like adjusting contrast and eliminating background noise to make text more readable for OCR systems.
  • Implementing image processing such as deskewing (straightening tilted images) and despeckling (removing random dots or spots).
  • Configuring OCR settings based on the specific documents you process most frequently.
  • Setting up dedicated profiles for different document types (invoices, receipts, forms, etc.).
  • Defining zones of interest for documents with standard layouts to focus extraction on specific areas.

For organizations dealing with various document formats, creating separate automation profiles for each document type can significantly improve results. You might use different settings for processing handwritten forms versus machine-printed invoices or receipts with special characters.

Remember that the time invested in proper preparation and customization pays dividends through higher accuracy rates and fewer exceptions requiring manual intervention. These preparation steps create the foundation upon which your entire automation system will operate.

Automation Process

The journey to successful AI workflow automation requires strategic planning, careful implementation, and ongoing optimization. By following a structured approach, you can maximize the benefits of automation while minimizing disruption to your existing operations.

Assessment and Planning

Before implementing any automation solution, conduct a thorough assessment of your current workflows:

  • Document your existing processes and identify pain points or inefficiencies.
  • Focus on repetitive, time-consuming tasks that would benefit most from automation.
  • Evaluate your technological capabilities to determine readiness for automation tools.
  • Consider data security and compliance requirements to ensure safe and ethical implementation.

Understanding your organization's specific needs forms the foundation of successful automation. This initial assessment helps you identify which processes will yield the highest return on investment when automated.

Selecting the Right Tools

Choosing appropriate automation tools is critical for meeting your objectives and ensuring long-term success:

  • Match tools to your specific business needs and use cases.
  • Evaluate how well potential solutions integrate with your existing systems.
  • Assess scalability to ensure tools can support future business growth.
  • Understand the total cost of ownership, balancing upfront and ongoing expenses against potential ROI.

The most effective automation strategies typically combine multiple tools and approaches. For example, you might use Robotic Process Automation (RPA) for routine tasks while deploying AI assistants for more complex workflows, creating a complementary ecosystem where each tool serves its unique purpose.

Implementation Strategy

A phased implementation approach minimizes disruption and allows for adjustment as needed:

  1. Start with pilot programs to validate approaches before full-scale deployment.
  2. Gather and incorporate user feedback throughout the implementation process.
  3. Refine processes based on real-world usage and performance.
  4. Gradually expand implementation across departments as confidence builds.

During implementation, pay particular attention to data quality and standardization, as AI systems depend on high-quality, consistent data to operate effectively. Proper data quality management is essential for reliable automation outcomes.

Integration with Existing Systems

Integration with your current technology stack is vital for streamlined automation. Key considerations include:

  • API Accessibility to ensure communication between systems.
  • Cloud Storage Compatibility for easy access and document storage.
  • Webhooks for real-time updates and notifications between systems.
  • Integration with business-critical platforms like CRM, HR, or accounting systems.

Integrating AI tools with legacy technologies often requires complex customization. When evaluating integration requirements, consider potential challenges with legacy systems and plan accordingly.

Continuous Monitoring and Optimization

Once your automation solution is in place, regular monitoring ensures optimal performance:

  • Establish measurable success metrics aligned with business objectives.
  • Monitor for bottlenecks or inefficiencies in your automated workflows.
  • Use advanced analytics and predictive algorithms to detect and prevent potential issues.
  • Continuously refine and optimize automated processes based on performance data.

As your organization matures in its automation journey, you can progressively adopt more sophisticated solutions while maintaining the efficiency of existing systems. This balanced approach helps drive sustainable growth while maximizing the benefits of every automation tool.

Change Management and Training

Successfully implementing automation isn't just about technology—it also involves managing change and building team support:

  • Communicate openly about how AI will complement rather than replace human efforts.
  • Provide comprehensive training to help employees adapt to new workflows.
  • Emphasize the benefits of automation for reducing tedious tasks.
  • Follow effective change management practices to ensure smooth transitions.

With proper training and communication, you can significantly increase adoption rates of new automation tools, ultimately leading to better ROI and employee satisfaction.

Efficiency Gains

When implementing AI workflow automation, the most immediate benefits come from dramatic improvements in operational efficiency. The numbers tell a compelling story: AI can increase labor productivity by up to 40%, fundamentally transforming how work gets done across your organization.

Time Savings and Reduced Manual Effort

Automating scanned documents extraction dramatically cuts the time spent on routine tasks. For example, in document processing scenarios, the difference is stark: processing 10,000 invoices manually might take a team of five analysts two weeks to complete, while an automated system can handle the same workload in less than a day. This frees your skilled personnel to focus on higher-value strategic work that requires creativity and critical thinking.

These time savings extend across departments:

  • HR teams spend less time on repetitive onboarding paperwork.
  • IT staff avoid constant interruptions for password resets.
  • Sales representatives can focus on relationship-building rather than CRM updates.

Error Reduction and Accuracy Improvements

Perhaps the most significant efficiency gain comes from minimizing human error. Studies have shown that human error rates in data input typically range between 18% to 40%. These aren't errors of incompetence but simply human fallibility when performing repetitive tasks.

The financial impact of these errors follows what's known as the 1-10-100 rule: it costs $1 to prevent an error, $10 to correct it, and $100 to repair the resulting damage. By implementing AI automation, you substantially reduce these costly errors and their downstream consequences.

Scalability Without Proportional Resource Increases

As your business grows, traditional manual processes quickly become bottlenecks. Automating scanned documents extraction removes these constraints, allowing you to scale operations without proportionally increasing headcount or costs.

The technology adapts intelligently to changes in volume and requirements. When demand spikes, an AI system can handle the increased workload without the delays associated with hiring and training additional staff. This adaptability ensures your processes can grow and evolve alongside your organization.

Productivity Metrics and Impact

The productivity gains from AI workflow automation can be measured in both quantitative and qualitative terms:

Quantitative improvements:

  • Increased number of entries processed per hour.
  • Significant backlog reduction.
  • Fewer hours spent on manual tasks.
  • Faster turnaround times for customers and stakeholders.

Qualitative benefits:

  • Higher employee job satisfaction and morale.
  • Better focus on high-level strategic projects.
  • Improved data quality driving better business decisions.

By allowing your team to concentrate on work that truly matters, automating scanned documents extraction delivers efficiency gains that transform not just your processes but your entire business approach.

Data Accessibility and Security

When it comes to handling sensitive information, automation offers significant advantages for data management and regulatory compliance. The digital transformation of document processing brings both opportunities and challenges that need careful consideration.

Enhanced Data Accessibility with Proper Controls

Automation streamlines data accessibility while simultaneously strengthening security protocols. By implementing automated data processes, you can establish consistent access patterns that are more secure than manual handling. Role-based access controls, a key feature of robust automation systems, allow you to precisely control who can view or modify sensitive information, thereby minimizing the risk of unauthorized access to critical data.

These automated systems can maintain comprehensive audit trails of all data access and modifications, creating accountability and making it easier to demonstrate compliance during audits. This level of tracking would be nearly impossible to maintain with manual processes.

Strengthened Compliance Management

Modern businesses face increasingly complex regulatory environments. Regulations like GDPR, HIPAA, and CCPA impose stringent requirements on how you handle personal and sensitive information. Automated systems can be configured to enforce compliance protocols consistently across all data processing activities.

With automation, you can:

  • Apply standardized data handling procedures that align with regulatory requirements.
  • Automatically classify sensitive data for appropriate protection measures.
  • Generate compliance reports without manual intervention.
  • Respond promptly to data subject access requests.

Non-compliance with these regulations can result in substantial fines and significant damage to your organization's reputation. Automation helps mitigate these risks by ensuring consistent application of compliance rules.

Advanced Security Capabilities

Modern data automation platforms incorporate sophisticated security features that would be difficult to implement manually. End-to-end encryption protects data both at rest and in transit, ensuring that sensitive information remains secure throughout processing. This is particularly crucial when handling financial records, personal information, or proprietary business data.

Additionally, automated systems can continuously monitor for suspicious activities and potential security breaches, providing real-time alerts when anomalies are detected. This proactive approach to security reduces your vulnerability to data breaches and unauthorized access.

By leveraging these automation capabilities, you can significantly enhance your organization's data security posture while improving accessibility for authorized users—striking the optimal balance between protection and productivity.

Potential Hurdles

When transitioning to automated document processing, several obstacles can significantly impact success. Understanding these challenges upfront will help you develop mitigation strategies and set realistic expectations for your automation journey.

Document Quality Issues

One of the most common challenges you'll face is dealing with poor document quality. Blurred or low-resolution scanned images severely hinder OCR software's ability to accurately recognize text. This is particularly problematic when working with:

  • Old or damaged source documents.
  • Faxed documents with compression artifacts.
  • Documents scanned at low resolution.
  • Images captured in poor lighting conditions.

When documents fall below a certain quality threshold, even the most sophisticated algorithms struggle to extract accurate data, often requiring manual verification and correction.

Algorithmic Limitations

Current OCR and document AI technologies have made tremendous strides but still face significant limitations:

  • Font and Handwriting Challenges: OCR accuracy drops dramatically when processing handwritten notes or stylized fonts, limiting its scope in many real-world applications.
  • Complex Layout Interpretation: Documents featuring tables, graphs, or non-linear text arrangements pose substantial challenges for automated systems. Many algorithms struggle to maintain the correct reading order or properly interpret spatial relationships in complex layouts.
  • Contextual Understanding: Most document AI lacks true semantic understanding, focusing solely on text recognition without grasping the meaning or intent behind the text. This limitation becomes apparent when processing documents where context matters.
  • Language Support Gaps: Some OCR systems support only a limited number of languages, creating barriers in multilingual environments. While solutions like LayoutXLM from Microsoft Research can process documents in nearly 200 languages, many standard OCR tools have much more limited language capabilities.

Technical Integration Challenges

Implementing automated document processing rarely happens in isolation. You'll likely need to integrate new systems with existing infrastructure, which brings its own set of challenges:

  • Legacy System Compatibility: Older platforms often resist smooth integration with new automation tools, causing hiccups in data flow and search accuracy. Thorough system assessments are essential before implementation.
  • Data Standardization Issues: AI relies heavily on consistent data formats. Ensuring data quality and standardization across systems is crucial for effective AI functionality.
  • Security and Compliance Concerns: Depending on your industry, you'll need to integrate automation while maintaining strict compliance with data protection regulations.

Human-Centered Challenges

Beyond the technical aspects, human factors can significantly impact automation success:

  • Employee Resistance: Workers may be apprehensive about automation, particularly if they perceive it as threatening their jobs. Proactive communication about how automation enhances rather than replaces human work is essential.
  • Learning Curve: Adjusting to new automated workflows often involves a steep learning curve. If employees find new systems cumbersome, they may resist adoption, undermining the potential benefits.
  • Supervision Requirements: While automation reduces manual effort, critical workflow tasks still require human oversight. Automation doesn't eliminate the need for human judgment—it transforms how it's applied.
  • Cost Justification: Implementing advanced document automation systems involves significant upfront investment. Calculating accurate ROI and justifying these costs can be challenging, especially when benefits accrue over time.

By anticipating these potential hurdles, you can develop more robust implementation strategies and set appropriate expectations for your document automation initiatives.

Strategies for Overcoming Challenges

Transitioning to automated processes comes with obstacles, but implementing targeted strategies can lead to successful adoption. Here's how to overcome the most common challenges:

Address Change Management and Employee Concerns

Employee resistance often stems from job security fears and workflow disruption. To mitigate this:

  • Focus on transparent communication that emphasizes how automation complements human efforts rather than replacing jobs.
  • Provide comprehensive training programs to build confidence and competence with new tools.
  • Demonstrate concrete benefits for individual employees, not just organizational advantages.
  • Implement a structured change management approach to guide the transition process.

Tackle Technical Implementation Strategically

Technical hurdles require thoughtful planning and systematic solutions:

  • Prioritize data quality and standardization before implementation to ensure automation systems have reliable inputs.
  • Develop integration approaches for legacy systems, which may require custom solutions to enable seamless operation with new tools.
  • Address security and compliance requirements early by implementing safeguards that protect sensitive data while maintaining regulatory compliance.

Implement a Phased Approach

Rather than attempting full-scale implementation immediately:

  • Start with pilot programs in areas where automation can deliver the most visible benefits.
  • Gather user feedback continuously and refine processes based on real-world application.
  • Scale gradually across departments once initial successes are documented.
  • Establish measurable success metrics to track progress and demonstrate value.

Develop a Balanced Automation Strategy

The most effective implementations combine multiple approaches:

  • Create a complementary ecosystem where each tool serves a specific purpose.
  • Combine RPA (Robotic Process Automation) for routine tasks with AI assistants for more complex workflows.
  • Maintain human oversight for critical decision points while automating repetitive elements.

Organizations that successfully implement automation often see dramatic results. For example, logistics company Biagi Bros faced challenges processing various document formats manually, with each page taking 20 minutes to process. 

By acknowledging implementation challenges directly and addressing them with these structured strategies, organizations can significantly improve their chances of successful automation adoption.

How Agentic AI Simplifies Task Automation

Agentic AI represents a significant advancement in document extraction and task automation. Unlike traditional automation tools that follow rigid rules, AI agents can learn, adapt, and make intelligent decisions without constant human supervision. For those who need Agentic AI explained, these systems mark a significant shift from simple, rule-based automation to sophisticated systems capable of complex reasoning.

These intelligent agents work by understanding context, recognizing patterns, and making decisions based on both historical data and current inputs. They continuously improve through feedback loops, becoming more accurate and efficient over time. This enables efficient data extraction, as Agentic AI can recognize and extract information from various document layouts without requiring predefined templates.

For document extraction specifically, Agentic AI can:

  • Recognize and extract information from various document layouts without requiring predefined templates
  • Understand contextual relationships between different data points
  • Adapt to new document formats without reprogramming
  • Validate extracted information against existing data sources
  • Make intelligent decisions about ambiguous or unclear information

This represents a fundamental shift from traditional OCR and template-based extraction methods. Rather than simply recognizing characters, Agentic AI comprehends the meaning and significance of information within documents.

The practical applications extend across industries. In healthcare, AI agents can extract and organize patient information from diverse medical records. Financial institutions use these systems to analyze loan applications and compliance documents. Legal firms employ Agentic AI to review contracts and extract key clauses.

The true power of Agentic AI lies in its ability to handle complex, variable documents while maintaining high accuracy. It can process semi-structured documents like invoices or receipts with different formats, extracting relevant information regardless of layout variations.

Beyond simple extraction, these systems can trigger appropriate downstream actions based on document content. For example, an AI agent processing insurance claims can not only extract relevant information but also determine claim validity, calculate payment amounts, and initiate payment processes when appropriate.

This technology eliminates tedious manual review while improving consistency and reducing processing time. It allows skilled employees to focus on complex decision-making and customer service rather than routine data entry.

As organizations adopt Agentic AI for document extraction, they gain not just efficiency but also enhanced analytical capabilities, as these systems can identify patterns and insights across large document collections that would be impossible to detect manually.

Simplify Scanned Documents Extraction with Agentic AI

Insurance professionals constantly deal with mountains of scanned documents—from claims forms and policy applications to medical reports and flood certificates. Agentic AI transforms this potentially overwhelming process into a streamlined workflow that delivers immediate benefits to your team.

By implementing AI-powered document extraction, you can automatically pull critical information from diverse document types without manual intervention. This technology combines advanced OCR capabilities with intelligent data validation to ensure accuracy while dramatically reducing processing time.

By eliminating tedious manual data entry, you free your team to focus on higher-value activities that drive business results and enhance customer satisfaction through faster claims processing and more accurate policy management. Ready to begin?

Create a free Datagrid account

AI-POWERED CO-WORKERS on your data

Build your first Salesforce connection in minutes

Free to get started. No credit card required.