Document intake in Creatio
Reads incoming documents, files the fields into your Creatio and flags what doesn't reconcile.
Used in these recipes
Problem
The goal is to get all of the data points with high accuracy.
Estate-planning firm: trust and power-of-attorney packs, often several trusts or POAs per client — each needing its own fields filled by hand.
Solution
The agent extracts the fields and files them into the Creatio records your team already uses. Works with documents that arrive by email or through the portal, files in SharePoint, Google Drive or Box, and Bank.ai onboarding where you have it.
The model
Extracts the fields from each document.
Code
Reconciles documents, cross-checks identity and expiry, and sets the confidence floor.
A practitioner
Reviews everything below the floor, as a task in Creatio.
On Creatio, we build it with: Onboarding agent (Bank.ai) or an AI Studio agent · documents and applications — see Creatio's built-in AI agents
Reference architecture
Only checked documents reach Creatio; the rest go to a person
Document intake · Creatio · reference architecture
- Systems · Creatio + yours Pack arrives email · portal
- → Classify and extract
- Model · judges Classify and extract document type · fields
- → Check the pack
- Systems · Creatio + yours Request missing sent to the customer
- → Pack arrives customer sends
- Code · decides Check the pack checklist · identity · expiry
- → Request missing missing
- → Filed to Creatio above floor
- → Human review below floor
- Systems · Creatio + yours Filed to Creatio contact · account · application
- → Expiry reminders expiry dates
- Practitioner · approves Human review task in Creatio
- → Filed to Creatio approved
- Code · decides Expiry reminders before a document expires
- Creatio
- Creatio agent
- Marketplace
- DigiTeam
Key deliverables
- Extraction agent in Creatio AI Studio, set up for your document types.
- Field mapping from each document to your Creatio records — contacts, accounts, applications.
- Reconciliation rules as a Creatio business process: identity, expiry, cross-document checks.
- Confidence floor and review queue: only fields below the floor go to a person.
- Exception flags for anything that doesn't reconcile.
Results
70%+ improvement in CRM data quality.
Asked for by an estate-planning firm, 2 financial-sector accounts and 3 boutique consultancies.
Results come from this module as we've delivered it, across platforms. Your Creatio version is adapted to your setup.
Start with one document type.
One document type, live in your Creatio, with a fixed scope. Access, field mapping and who signs off are settled before we build.