Document use cases
Application forms
Invoices
KYC documents
Education records
Resumes
Purchase documents
Service forms
Invoices
KYC documents
Education records
Resumes
Purchase documents
Service forms
DOCUMENT AI
Extract useful data from documents and move it into workflows.
Use OCR and document understanding to capture structured fields from invoices, forms, IDs, applications and recurring document formats.
AI WORKFLOWDocument AI & OCR AutomationCONNECTED
01
TriggerLead, message, call, form, document or API event
02
AI DecisionUnderstand context, extract data and apply business rules
03
Business ActionRespond, update CRM, assign, schedule or trigger another system
04
Human HandoffEscalate whenever policy, confidence or complexity requires it
WHAT IT SOLVES
Stop retyping information from repeat document formats.
Document AI can extract fields, validate them against business rules and route exceptions for human review.
Workflow
Document uploaded or received
Text/fields extracted
Validation rules applied
Confidence checked
Data stored or sent to CRM/ERP
Exception routed to user
Text/fields extracted
Validation rules applied
Confidence checked
Data stored or sent to CRM/ERP
Exception routed to user
Integrations
CRM
ERP
Cloud storage
Email
Upload portals
Custom databases
ERP
Cloud storage
Upload portals
Custom databases
HUMAN + AI CONTROL MODEL
Automation without losing business control.
We define where AI can act automatically, where validation is required and when a human must take over.
Confidence thresholdsRole permissionsHuman approvalAudit logsFallback rulesEscalation logic
AI CANClassify • Extract • Draft • Route • Trigger
+
BUSINESS RULESPermissions • Conditions • Limits • Approvals
+
HUMAN TEAMReview • Decide • Handle Exceptions
WHY WEB INOVANT
Extraction plus business workflow.
We focus on what happens after extraction—validation, matching, storage, notifications and audit trails.
AICRMWhatsAppWebTelephonyEmailAPIsDashboards
INDUSTRY USE
Adapt this workflow to your business.
The same AI capability can be configured with very different qualification logic, approvals, data fields and handoffs.
🎓
EDUCATIONEducation & EdTech
↗🏢PROPERTYReal Estate & Property
↗🏥HEALTHCAREHealthcare & Hospitals
↗🛒COMMERCEE-commerce & D2C
↗🏭INDUSTRIALManufacturing
↗💼BUSINESSProfessional Services
↗🚀TECHNOLOGYStartups & SaaS
↗🏬COMMERCERetail
↗🏨HOSPITALITYHotels & Hospitality
↗✈️HOSPITALITYTravel & Tourism
↗🍽️HOSPITALITYRestaurants & Food
↗🚗AUTOMOTIVEAutomobile & Dealerships
↗ AUTOMATE THE RIGHT WORK
Automate document intake.
Share the document types, fields and validation rules you need.