Extraction and filing of critical information from scanned documents

Purpose

1.1. To automate the extraction, categorization, and digital filing of critical compliance data from scanned legal, safety, and maintenance documents specific to elevator manufacturing.
1.2. To automate error reduction, ensure regulatory readiness, and maintain rapid audit-response capacity.
1.3. To automate the secure archiving of document metadata and escalate exceptions for manual review.

Trigger Conditions

2.1. Automatic trigger when a new scanned document is uploaded to a monitored folder or DMS.
2.2. Automated initiation on receipt of emails with document attachments.
2.3. Manual trigger for bulk processing or retroactive filing during compliance checks.

Platform Variants

3.1. Microsoft Power Automate
• Feature: SharePoint "When file is created" trigger, "AI Builder Form Processing"
• Sample: Configure ‘File Created’ on SharePoint → AI Builder extracts fields → Output to metadata columns
3.2. Google Cloud Vision API
• Feature: OCR Text Detection
• Sample: Upload PDF → Trigger Cloud Vision API → Extracted text routed to Google Drive/Sheets
3.3. AWS Textract
• Feature: StartDocumentTextDetection
• Sample: S3 bucket upload triggers Lambda → Textract for key-value pair extraction → DynamoDB archival
3.4. ABBYY FlexiCapture
• Feature: Automated Data Capture Module
• Sample: Scan upload → FlexiCapture extracts compliance fields → Send output CSV to DMS
3.5. UiPath Document Understanding
• Feature: Digitize Document, Classify Document, Extractor
• Sample: Monitor folder → OCR and ML classification → Export findings to SAP
3.6. Kofax Capture
• Feature: Document Capture Workflow, Index Field Extraction
• Sample: Watch folder → Kofax automated extraction → Archive to OpenText
3.7. Docparser
• Feature: Parsing Rules, PDF Field Extraction
• Sample: Email attachment auto-forward → Docparser automator outputting JSON for ERP ingestion
3.8. Zapier
• Feature: Google Drive/New File trigger + Parser App
• Sample: Upload file → Zap triggered → Data extracted and automated into SQL
3.9. Make (formerly Integromat)
• Feature: HTTP Module, Google Cloud Vision scenario
• Sample: File upload → HTTP to OCR → Route to Google Sheets
3.10. IBM Datacap
• Feature: Rules-based classification engine
• Sample: Watched ingestion folder → Datacap automates metadata mapping to FileNet
3.11. Ephesoft Transact
• Feature: Intelligent Document Capture
• Sample: Network scan triggers Ephesoft → Compliance data extraction → Workflow to Alfresco
3.12. Laserfiche
• Feature: Quick Fields, Workflow Automation
• Sample: Import PDF triggers auto extraction → Laserfiche automates classification
3.13. Tesseract OCR + Python
• Feature: pytesseract.image_to_string
• Sample: Custom script watches directory → OCR → Automated CSV output
3.14. Foxit PDF SDK
• Feature: ExtractText API
• Sample: Batch processed PDFs automatedly parsed for compliance keywords
3.15. Azure Form Recognizer
• Feature: Analyze Document API
• Sample: Files in Blob → Automated extraction via Form Recognizer → Azure SQL write
3.16. Adobe PDF Services API
• Feature: Extract API
• Sample: Inbound queue triggers API → Automation of structured JSON extraction to Power BI
3.17. OpenText Capture Center
• Feature: Automated Document Processing
• Sample: Import module automates extraction; sends output to OpenText Archive Server
3.18. MuleSoft Anypoint Platform
• Feature: OCR/Document Automation Connectors
• Sample: Mule Flow ingests scan → Extracts data → Automated routing to Salesforce
3.19. Smartsheet Data Uploader
• Feature: Document Automation/Integration workflows
• Sample: File-attach automation triggers row population in compliance tracker sheet
3.20. Alfresco Process Services
• Feature: OCR integration, Workflow configuration
• Sample: Document upload to Alfresco → Automated OCR & indexing
3.21. ElasticSearch Ingest Pipelines
• Feature: Automated Text Extraction Processor
• Sample: Docs indexed → Text extracted and automatable tagging applied.

Benefits

4.1. Automates compliance workflow, reducing manual labor and error rates.
4.2. Automated detection of missing or expired documentation for regulatory readiness.
4.3. Accelerates audit cycles by automating search and retrieval of filed compliance info.
4.4. Automatedly reinforces information security and traceability in document handling.
4.5. Automates insights and reporting for operational compliance KPIs.
4.6. Ensures automatable integration with ERP, CRM, and DMS systems.
4.7. Enforces automator-driven version control for regulatory documents.
4.8. Facilitates seamless automation scaling across corporate ecosystems.