Document filing: from upload to the right folder, with the data extracted.
The document is uploaded once, from Teams or from SharePoint. An AI model identifies the document type and extracts the fields, with a confidence score. The record is updated from the document, and the file is moved to its folder. Below the confidence threshold, a person decides.
A 30-minute conversation about your documents.
I uploaded the maintenance contract for building B.
Document filing
Document recognised
- Type
- Maintenance contract
- Expires
- 31.12.2027
- Confidence
- 96%
- File
- Recognition
- Filed
Today
- Documents are saved in different folders, depending on who receives them.
- The data in each document is typed into the register by hand.
- Expiry dates are tracked separately, in Excel or in a calendar.
With the flow
- The document is uploaded once, from Teams or from SharePoint.
- An AI model extracts the type and the fields, and the record is updated with the extracted values.
- The file is moved to the record's folder; below the threshold, a person decides.
Step by step
Document filing
Teams to SharePoint
Step 1: File
The document is uploaded once, from Teams or from SharePoint.
SharePoint to AI agent
Step 2: Recognition
An AI model identifies the document type and extracts the fields, with a confidence score.
AI agent to Process app
Step 3: Fields
The record is updated from the document, for example the expiry date.
AI agent to SharePoint
Step 4: Filed
The application moves the file to the record's folder. Below the threshold, the file stays pending until a person confirms it.
What it is based on
Five document management systems delivered on SharePoint Online. AI models in Microsoft Foundry where the same decision repeats at volume; below the confidence threshold, a person decides.
Workflow walkthrough
We walk through it together, from upload to archive, with a document like yours.
What the workflow does
- 01
All documents are uploaded in one place.
- 02
The document type and the fields are extracted with a confidence score.
- 03
The extracted data updates the record, for example the expiry date.
- 04
Documents below the threshold wait for a person to confirm them before filing.
What it runs on
Microsoft 365, SharePoint, Teams and Power Automate, with AI models in Microsoft Foundry. Everything in your own tenant, with no separate platform to license.
- SharePoint
- Microsoft Teams
- Power Automate
- Azure
Questions about documents and data
What happens to a document recognised with low confidence?
It stays pending. A person checks the type and the fields and decides where it is filed.
Where are the documents stored?
In your SharePoint, in the folder of the record they belong to.
Which licences do we need?
Microsoft 365 with SharePoint, Power Automate for the workflow, and AI model consumption in Azure, billed by usage.
Where is an uploaded document saved in your company today?
Tell us in 30 minutes. We will tell you what can be automated, and at what fixed price.
Thank you.
We will reply within one business day.