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OCR / AIHuman Resources

OCRAI – Document Processing

OCRAI – Document Processing is an AI-powered document automation platform that processes faxed documents received via email, extracts key information using OCR and AI, intelligently groups related pages, and generates organized documents automatically.

OCRAI – Document Processing

About This Project

OCRAI – Document Processing is an intelligent document automation solution designed to eliminate the manual effort associated with processing faxed documents. Built using Microsoft Power Platform, AI Builder, Azure Functions, and SharePoint, the solution automates the entire document lifecycle from email ingestion to document classification, reconstruction, storage, and notification. The platform monitors incoming emails containing fax attachments and automatically initiates a processing workflow. Multi-page PDF documents are separated into individual pages and analyzed using OCR and AI technologies to extract critical information such as person names, document titles, document dates, and confidence scores. Advanced document grouping logic evaluates page relationships and intelligently determines which pages belong together, ensuring that complete documents are reconstructed accurately. The solution leverages custom AI models and Python-based Azure Functions to classify, group, and merge related pages while maintaining the correct sequence and document structure. Once processing is complete, finalized documents are automatically stored in SharePoint and made available to users through automated email notifications. By automating document intake, classification, extraction, grouping, and storage, OCRAI significantly improves processing speed, reduces human error, increases document accuracy, and enables organizations to manage large volumes of faxed records efficiently.

The Challenge

The organization received large volumes of faxed documents through email that required manual review, sorting, grouping, and filing. Multi-page documents often contained multiple document types within a single file, making it difficult and time-consuming to identify document boundaries and organize records correctly. Manual processing introduced delays, inconsistencies, and a higher risk of misclassification, resulting in reduced operational efficiency and increased administrative workload.

Our Solution

OCRAI was developed as an end-to-end intelligent document processing platform using Microsoft Power Automate, AI Builder, SharePoint, Azure Functions, and Python scripting. The solution automatically receives fax attachments through email, splits documents into individual pages, extracts key metadata using OCR and AI, classifies pages through confidence-based grouping logic, and reconstructs complete documents through automated merging processes. Processed documents are stored in SharePoint and made available through automated notification workflows, providing a fully automated and scalable document management solution.

Results Achieved

The implementation of OCRAI transformed a previously manual document processing workflow into a highly automated solution capable of handling large document volumes with minimal human intervention. The system improved document accuracy, reduced manual sorting efforts, accelerated processing times, and ensured consistent document organization. Users gained faster access to processed records while administrative teams benefited from increased productivity and reduced operational overhead.

Key Features

  • Automated Email Monitoring
  • Email Attachment Processing
  • OCR Document Extraction
  • AI-Powered Document Analysis
  • Person Name Extraction
  • Document Title Recognition
  • Document Date Extraction
  • Confidence Score Evaluation
  • PDF Page Splitting
  • Intelligent Document Classification
  • Automated Document Grouping
  • Confidence-Based Document Merging
  • Multi-Page Document Reconstruction
  • Document Relationship Analysis
  • Automated PDF Generation
  • SharePoint Document Storage
  • Email Notifications
  • Processing Status Tracking
  • Document Processing Logs
  • Custom Document Grouping Rules
  • AI Builder Integration
  • Azure Function Processing
  • Metadata Management
  • Scalable Document Processing

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Technologies Used

Microsoft Power AutomateMicrosoft AI BuilderMicrosoft SharePoint OnlineAzure FunctionsPython ScriptingMicrosoft 365OCR TechnologyREST APIsPower Platform

Business Benefits

  • Reduced Manual Document Sorting
  • Accelerated Document Processing
  • Improved Data Accuracy
  • Enhanced Document Organization
  • Reduced Administrative Workload
  • Increased Operational Efficiency
  • Automated Record Management
  • Scalable Processing for Large Document Volumes
  • Improved Compliance and Traceability
  • Faster Access to Processed Documents
  • Reduced Human Error
  • Improved Workflow Consistency
  • Automated End-to-End Processing
  • Enhanced Productivity
  • Intelligent AI-Driven Document Management

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