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Document Processing

Document Processing Wrk Actions use AI and OCR to read, classify, and extract structured data from files — without manual data entry.

What it is​

These Wrk Actions accept documents (PDF, PNG, JPEG, TIFF) and return text, tables, labeled fields, or specialized data from pre-built templates (invoices, government IDs, billing documents, and more).

Good for​

  • Accounts payable and invoice processing
  • Identity verification from government-issued documents
  • Extracting tables or labeled fields from contracts, forms, and reports
  • Classifying document content, identifying entities, or analyzing sentiment in text
  • Querying a document with natural language when field labels are inconsistent

What it does​

  • Retrieves all text or specific labeled fields from a document
  • Extracts tables and line items from billing documents
  • Identifies entities, sentiment, and specific pages within multi-page files
  • Runs pre-built extraction templates for common document types (Quebec health cards, US government IDs, birth certificates, and more)
  • Accepts custom extraction when fields are clearly labeled on the document

Go deeper​

Reference​

  • AI in Wrkflows — document extraction patterns and when to add Human-in-the-Loop review