Intelligent Document Processing with Flowable: Streamlining Content Automation

In today’s fast-paced digital landscape, businesses handle large volumes of documents daily—whether it’s invoices, contracts, or customer communications.

The challenge is processing these documents quickly and accurately. That’s where Intelligent Document Processing (IDP) comes in. Flowable offers a comprehensive solution that combines content automation with AI for end-to-end document management.

Let's explore how Flowable improves content processing, from generation and storage to classification, data extraction, and more. 

Dynamic content generation with Flowable’s template engine

Flowable provides a robust template engine for generating dynamic documents in formats like Word, PDF, and plain text. These templates automatically pull data from case or process contexts, ensuring each document is customized to fit specific workflow needs. Flowable also supports multilingual templates and custom variations, choosing the right document based on the context.

For organizations aiming to further streamline document creation, AI agents can automatically generate documents using real-time data, making the process even more efficient.

Version control for better document tracking

Tracking changes to documents is essential for collaboration and compliance. Flowable’s versioning system keeps multiple versions of a document, making it easy to track revisions and ensure audit compliance. Whether you need to revert to an earlier version or monitor changes, Flowable maintains document integrity throughout its lifecycle.

Flexible and scalable content storage

Flowable offers versatile content storage options that grow with your needs. Whether you manage a small set of documents in a database or large volumes using external storage solutions like Amazon S3 or Azure Blob Storage, Flowable scales accordingly. It also integrates seamlessly with popular content management systems like SharePoint, keeping documents secure and accessible.

Seamless review and editing

Flowable allows you to set up workflows for document review and editing. By integrating directly with Microsoft Office, users can edit Word files within a task or case, with changes automatically saved back to Flowable. For documents with reusable sections, Flowable supports building blocks that can be dynamically combined within templates.

Streamlined content approval

After content is reviewed, the next step is approval. Flowable’s workflow capabilities let you create custom approval processes, whether for single documents or batches. The built-in chat feature enables discussions related to content, capturing conversations for future reference or audits.

Effortless content viewing and management

Flowable simplifies document viewing with its built-in content library. Users can preview documents using thumbnails or open them directly within the interface, supporting formats like Word, Excel, and PowerPoint. Flexible UI widgets also let you integrate document viewing and attachment capabilities into forms, dashboards, or other parts of your system.

Advanced search and analysis

Flowable’s search and analysis capabilities help you quickly find the content you need. With full-text search and powerful indexing, you can locate documents by metadata or specific content. Leveraging AI, Flowable can generate summaries, translate text, and even answer questions based on document data, enabling faster decision-making.

Intelligent content classification

Flowable uses AI-driven content classification to automatically categorize documents. Whether it’s invoices, bank statements, or contracts, Flowable can identify the document type and flag any unfamiliar ones for manual review. This speeds up the sorting and processing of incoming documents, reducing delays.

After classification, Flowable’s AI agents can extract structured data like amounts, dates, and line items, reducing the need for manual data entry. Users can still review the extracted data, but AI-driven extraction significantly improves accuracy and speeds up processing.

End-to-end workflow orchestration

The true strength of Flowable lies in its ability to connect every step of the document processing workflow. Documents can be automatically classified, data extracted, review tasks created, and documents displayed in task or case overviews—all within a single, streamlined process. This integrated approach minimizes manual effort and boosts overall efficiency.

Conclusion

By combining content generation, storage, review, classification, and data extraction into one platform, Flowable provides a complete solution for Intelligent Document Processing (IDP). Its automation capabilities and AI-driven features help businesses optimize workflows, improve accuracy, and increase efficiency, ultimately enhancing productivity across the board.