Receive
Collect agreed document types from an inbox, folder, or form.
Document automation.
Less retyping. More clarity.
Turn the documents your business receives into checked, structured information your team can use.
Discuss this workflow
Document automationWhat is document automation?
Document automation turns incoming files into structured information and moves them through checks, review, and handover. Automate Africa uses extraction tools, including OCR or AI where appropriate, to read agreed fields from invoices, forms, and delivery notes. Validation rules and human review handle uncertain or incomplete records before data enters another system.
A practical path through01 02 03
Built around the next step.
Extract & check
Read the required fields and validate them against your business rules.
Route
Send checked information to your system, with exceptions sent for review.
Clear scope. Clear ownership.Know what
Know what
you’re building.
The review confirms the scope, access requirements, success measures, and fee before the build begins.
A typical project includes
- Supported document types and field definitions
- Extraction and validation workflow
- Human review for uncertain or incomplete records
- Agreed system connection or structured export
- Handling guidance and team training
What to know before we start
Accuracy varies with document quality and format. We test representative samples and agree review rules before the workflow goes live.
A practical exampleHow it could work
How it could work
in your team.
An invoice arrives in an accounts inbox. The workflow extracts the supplier, invoice number, dates, and totals, then checks the required fields and possible duplicates. Uncertain values go to a reviewer. Approved information is exported or passed to an agreed system.
What to bring to a workflow review
Start with representative, appropriately redacted documents, the fields you need, validation rules, expected volume, and the destination system. Include difficult scans and unusual formats so the review reflects real conditions.
Estimate the value of recovered timeIs document automation the same as OCR?
OCR reads text from an image or scan. A document workflow also identifies fields, validates values, handles exceptions, and routes the approved information to the next step.
Can you process scans and different invoice layouts?
Potentially. We test representative samples to establish which formats and image quality are workable. Handwriting, incomplete scans, and changing layouts can increase the amount of human review required.
Will finance still review the results?
Yes, where your process requires it. We agree which checks can be automatic and which records need approval. Extraction accuracy is tested on your samples, not assumed from a generic percentage.
A clearer way forwardGood work deserves
Good work deserves
a better workflow.
Tell us where things get stuck.
We'll help you find the next step.
