1┌─────────────────────────────────────────────┐
2│           DOCUMENT AI CAPABILITIES           │
3├─────────────────────────────────────────────┤
4│                                             │
5│  📥 EXTRACTION                              │
6│  • Text from images (OCR)                   │
7│  • Data from forms                          │
8│  • Tables from PDFs                         │
9│  • Key-value pairs                          │
10│                                             │
11│  📝 SUMMARIZATION                           │
12│  • Long documents → Key points              │
13│  • Meeting notes → Action items             │
14│  • Reports → Executive summary              │
15│                                             │
16│  🔍 ANALYSIS                                │
17│  • Sentiment analysis                       │
18│  • Classification                           │
19│  • Comparison                               │
20│  • Risk identification                      │
21│                                             │
22│  🔄 TRANSFORMATION                          │
23│  • Format conversion                        │
24│  • Translation                              │
25│  • Standardization                          │
26│                                             │
27└─────────────────────────────────────────────┘

1Upload PDF/Image → Ask questions
2 
3Example prompts:
4• "Summarize this document in 5 bullet points"
5• "What are the key terms and conditions?"
6• "List all dates and deadlines mentioned"
7• "What risks are identified in this report?"

1Features:
2✅ Summarize long PDFs
3✅ Ask questions about content
4✅ Generate citations
5✅ Works within Acrobat
6 
7Pricing: Included with Acrobat Pro ($23/mo)

1Workflow:
21. Upload invoice (PDF, image, email)
32. AI extracts:
4   - Vendor name
5   - Invoice number
6   - Date
7   - Line items
8   - Total amount
9   - Tax
103. Review & approve
114. Export to accounting software
12 
13Integrations: QuickBooks, Xero, SAP, NetSuite
14Pricing: From $99/mo (500 pages)

1Document Types:
2├── Invoices
3├── Purchase Orders
4├── Bank Statements
5├── ID Cards
6├── Medical Forms
7└── Custom Forms
8 
9Features:
10• Pre-trained models
11• Custom model training
12• API access
13• Zapier integration

1Use Cases:
2• Parse order confirmation emails
3• Extract booking details
4• Process lead form submissions
5• Handle support ticket emails
6 
7Workflow:
8Email arrives → Parseur extracts → 
9Send to Google Sheets/CRM/Database

1Processors Available:
2├── OCR (general text)
3├── Form Parser
4├── Invoice Parser
5├── Receipt Parser
6├── ID Document Parser
7├── Contract Parser (preview)
8└── Custom Document Extractor
9 
10Pricing: Pay-per-page ($0.001 - $0.10/page)

11. Truy cập docsumo.com
22. Sign up free trial
33. Chọn "Invoice" template

11. Dashboard → Upload Documents
22. Drag & drop invoice PDF
33. Wait for processing (~10 sec)

1Extracted Fields:
2┌─────────────────────────────────┐
3│ Vendor: ABC Company             │
4│ Invoice #: INV-2024-001         │
5│ Date: 15/01/2024                │
6│ Due Date: 15/02/2024            │
7│                                 │
8│ Line Items:                     │
9│ ├── Product A    $100.00        │
10│ ├── Product B    $250.00        │
11│ └── Service C    $150.00        │
12│                                 │
13│ Subtotal: $500.00               │
14│ Tax (10%): $50.00               │
15│ Total: $550.00                  │
16└─────────────────────────────────┘
17 
18Confidence: 95%

1Export Options:
2• JSON (for API/automation)
3• CSV (for spreadsheets)
4• Direct to QuickBooks
5• Webhook to custom endpoint

1User: [Uploads employment contract PDF]
2      "What is the notice period for termination?"
3 
4Claude: "Based on the contract:
5        
6        **Notice Period:**
7        - Employee: 30 days written notice
8        - Employer: 60 days written notice
9        - During probation: 7 days for both parties
10        
11        Reference: Section 8.2, Page 4"

1📋 Extraction:
2"Extract all monetary values mentioned"
3"List all parties involved in this agreement"
4"What are the key dates and deadlines?"
5 
6📝 Summarization:
7"Summarize in 3 paragraphs for executive review"
8"Create bullet points of key obligations"
9"What are the main risks in this document?"
10 
11🔍 Analysis:
12"Compare with standard industry terms"
13"Identify any unusual clauses"
14"What's missing that should be included?"

1┌─────────────┐     ┌─────────────┐     ┌─────────────┐
2│ Invoice     │     │   Extract   │     │   Review    │
3│ Received    │ ──► │   Data      │ ──► │   Queue     │
4│ (Email)     │     │   (AI)      │     │             │
5└─────────────┘     └─────────────┘     └──────┬──────┘
6                                               │
7                    ┌─────────────┐            │
8                    │ Accounting  │ ◄──────────┘
9                    │ Software    │   Approved
10                    └─────────────┘

1Module 1: Email trigger (new invoice received)
2Module 2: Download attachment
3Module 3: Docsumo - Extract data
4Module 4: Google Sheets - Log entry
5Module 5: IF amount > $1000 → Notify manager
6Module 6: QuickBooks - Create bill

1┌─────────────┐     ┌─────────────┐     ┌─────────────┐
2│  Resume     │     │   Parse &   │     │   Score &   │
3│  Upload     │ ──► │   Extract   │ ──► │   Rank      │
4│             │     │             │     │             │
5└─────────────┘     └─────────────┘     └──────┬──────┘
6                                               │
7       ┌───────────────────────────────────────┘
8       │
9       ▼
10┌─────────────┐     ┌─────────────┐
11│  Qualified  │     │  Rejected   │
12│  → ATS      │     │  → Email    │
13└─────────────┘     └─────────────┘

1• Name, Email, Phone
2• Education (degree, school, year)
3• Experience (company, role, duration)
4• Skills (technical, soft)
5• Certifications
6• Languages

1New Contract Upload
2       │
3       ▼
4┌─────────────────────┐
5│ Extract Key Info:   │
6│ • Parties           │
7│ • Effective date    │
8│ • Expiration date   │
9│ • Value             │
10│ • Key terms         │
11└──────────┬──────────┘
12           │
13           ▼
14┌─────────────────────┐
15│ Store in Database   │
16│ Set Reminders:      │
17│ • 30 days before    │
18│ • 7 days before     │
19│ • Renewal date      │
20└─────────────────────┘

11. OCR Errors (poor scan quality):
2   "Amount: $1,OOO" → Should be "$1,000"
3   
42. Wrong Field Mapping:
5   Ship-to address → Extracted as Bill-to
6   
73. Missing Data:
8   Handwritten notes not captured
9   
104. Format Issues:
11   Date "01/02/24" → Jan 2 or Feb 1?

1Confidence Score > 95%:
2  → Auto-approve
3  → Log for audit
4 
5Confidence Score 80-95%:
6  → Flag for quick review
7  → Human confirms/corrects
8 
9Confidence Score < 80%:
10  → Manual processing required
11  → Train model with corrections

1Questions to ask vendors:
2✅ Data encrypted in transit & at rest?
3✅ Where is data processed/stored?
4✅ How long is data retained?
5✅ Can data be deleted on request?
6✅ SOC 2 / GDPR compliant?
7✅ On-premise option available?

1For highly sensitive docs (medical, legal, financial):
2 
3Option 1: On-premise AI
4  • Azure AI (private deployment)
5  • Google Doc AI (VPC)
6  
7Option 2: Redaction first
8  • Mask PII before processing
9  • Process → Restore PII after
10 
11Option 3: Human-only processing
12  • Some docs should never use cloud AI

11. Sign up Docsumo free trial
22. Upload 3 sample invoices
33. Review extraction accuracy
44. Export to Google Sheets
55. Note any errors for training

11. Upload a contract/report to Claude
22. Ask 5 different questions:
3   - Summary
4   - Key dates
5   - Monetary values
6   - Obligations
7   - Risks
83. Verify accuracy against document

11. Create Make.com scenario:
2   - Trigger: Email with attachment
3   - Extract: Key data from PDF
4   - Store: Google Sheets
5   - Notify: Slack message
62. Test with sample document