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Use Case · Cross-Industry

Document Processing
& Inbox

Every incoming document automatically classified, data extracted, routed to the right process. Whether paper, email, PDF, or fax, in seconds instead of hours.

Why Document Processing Is a Lever

The bottleneck everything has to pass through

Every day, a mid-market company receives 200–2,000 documents. By mail, email, customer portals, fax, EDI. Invoices, purchase orders, contracts, complaints, applications, government correspondence, delivery notes, technical drawings.

The first step is always the same: someone has to open the document, read it, understand what it is, decide where it belongs, and forward it. Manually. Every day. 3–8 minutes per document, at 500 documents per day that’s 25–65 hours per week – just for sorting. Plus 5–10% misrouting.

As long as an invoice isn’t recognised as an invoice, it can’t be processed. As long as a complaint doesn’t reach the right agent, the customer waits. Document processing is the universal entry point for automation, because nearly every other process starts with an incoming document.

How the Process Changes

Before / After

⏱ Before — Manual
Document arrives
Mail, email, portal, fax, EDI
Mailroom opens
Manual, physical or digital
Read & understand document
What is it? Invoice? Contract?
⏱ 3–8 min per document
Decide assignment
Who does this belong to?
❌ 5–10% misrouted
Forward
Internal mail, email, filing
Recipient opens again
Reads the same document again
🔄 Double work
Extract data manually
Type out relevant information
⏱ Even more minutes
Enter into target system
ERP, CRM, DMS, ticket system
Archiving
Often unstructured
📊 Not searchable
⚡ After — With Lunatec
Document arrives
Mail (scanned), email, portal, fax, EDI
AI agent classifies
Document type recognized in seconds
⚡ 40+ document types
Automatic data extraction
All relevant fields instantly available
✅ Validated against master data
Automatic routing
Right process, right person, right system
✅ 95% accuracy
Downstream process starts
Invoice → AP, complaint → service
⚡ Instantly, not tomorrow
Structured archiving
Searchable, classified, compliant
📊 Everything findable
5 minutes 15 seconds

per document — classification, extraction, routing

The Solution in Detail

How We Automate Document Processing

01

Multi-Channel Intake & Digitization

The AI agent captures documents from all intake channels: physical mail (via scanner), email inboxes, customer portals, fax-to-mail, EDI. Physical documents are automatically digitised, including handwritten notes and poor-quality copies.

ABBYY Document Intelligence for OCR and document analysis. Multi-channel connectors (email, FTP, API, scan folders). Automatic quality checks. Batch processing for high volume.

02

Automatic Classification

The AI agent automatically recognises the document type, without manual rules or templates. Invoice, purchase order, contract, complaint, application, government correspondence, delivery note, technical drawing. Low-confidence cases are escalated to a human reviewer.

ML-based classification with 40+ trained document types. Custom training per organisation. Confidence score per classification with configurable threshold.

03

Data Extraction & Enrichment

From every classified document, the AI agent automatically extracts the relevant data: for invoices, amount and supplier. For contracts, duration and parties. For complaints, customer number and issue description. Validation against master data.

Field extraction trained per document type. Validation against ERP/CRM master data. Automatic case assignment. Enrichment with context data.

04

Intelligent Routing & Process Start

Based on classification and data, every document is automatically routed. Invoices start the AP process. Complaints go to the responsible agent. Contracts are transferred to contract management.

Rule-based routing by document type, sender, amount, urgency. API integration with target systems. Automatic process start in downstream workflows.

UiPath
ABBYY Document Intelligence
Azure AI
Microsoft Dynamics 365
Power App (Dashboard)
DMS-Integration
Results

What Document Processing Automation Typically Delivers

70%

Less manual
sorting

95%

Classification
accuracy

Instant

Downstream
processes start

<5 Mo.

ROI at high
document volume

Document processing is the universal entry point. Once documents are automatically classified, all downstream processes (invoice processing, contract management, complaints) can also be automated.

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Ready?

How many documents arrive
at your organization per day?

Let’s look in 30 minutes at what automated document processing could look like for your organisation, across all channels, all formats, with immediate routing to the right process.

No sales pitch. Just an honest assessment.

120+ Clients.   100% Satisfaction.   7 months to Profitability.

WHAT YOU GET IN THE DISCOVERY CALL

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Identify your best use cases
Based on your industry and process landscape

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Calculate concrete ROI
In Euros, FTE equivalents and time savings

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Show examples from your industry
Real results of comparable companies

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Define timeline and next steps
Concrete roadmap, no vague promises