Built for Document Processing Managing Invoices
Kick off workflows from emails, chats, documents, forms, events, or webhooks
AI steps summarize activity, extract key details, and classify next action
Route by skills, language, or workload, and sync case status across systems
Hundreds of connectors spanning communication, CRMs, support platforms, and internal tools
Credentials stay encrypted.
Sensitive details never appear in logs due to data masking.
Run in our secure cloud or self-host for complete control.
Instant Document Processing With Accurate Faster Approvals
Approvals slow when documents arrive mismatched, incomplete, and scattered daily. Workflows route submissions, categorize exceptions, track status, and update records, making sure reviews finish with timeliness.
600+ connectors without writing code
SOC 2 Type II cloud
Trusted by 100,000+ users globally
Disconnected apps slow teams down and create errors.
Activepieces fixes that by giving you 400+ integrations in one platform.
How Activepieces Supports Automation for Document Processing
AI Field Extraction
AI steps parse uploaded PDFs and images, extract structured fields, normalize dates and amounts, and output JSON mapped to downstream actions like record creation and status updates.
Custom API Pieces
TypeScript-based pieces and HTTP requests connect OCR, ERP, and CRM APIs, handling authentication, payload mapping, and response parsing to keep ingestion and updates consistent across systems.
Tables And Run Logs
Tables store document metadata, extracted values, and processing states for lookups and retries, while step-level logs capture inputs and outputs to trace exceptions and support audits and follow-ups.
FAQs About Automation for Document Processing
How do you standardize documents from many sources?
Use a normalization step that converts varied formats into a single schema, validates required fields, and applies consistent naming rules. Activepieces can combine code steps and pieces to clean inputs before downstream routing.
Can workflows enforce compliance and retention policies automatically?
Yes. Build policy checks as workflow logic, then route documents to secure storage, apply tags, and record retention metadata in tables. Step logs provide an execution trail to support internal controls and compliance reviews.
How do you handle multilingual documents without manual sorting?
Detect language early, then branch workflows to the right extraction model or translation API. Store detected language and confidence scores in tables, and route low-confidence cases to human review for correction.
What is Activepieces?
Activepieces is an AI-first automation platform. You can deploy intelligent AI agents with enterprise integrations and full control across your team. Adopt AI and automate business workflows with Activepieces.
Read our blog for automation insights.
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