Automate Order Processing with AI

The Dokumentas Order Agent uses Intelligent Document Processing (IDP) to automatically recognize and process incoming customer orders — regardless of layout, format or sender. Instead of creating a separate template for each customer, the AI independently learns to extract relevant data such as article numbers, quantities, prices and delivery addresses. New customers or changed order formats require no manual configuration.

The Order Agent extracts all order-relevant fields: article numbers, descriptions, quantities, units, prices, delivery dates, customer numbers and delivery addresses. This data is then automatically checked against customer-specific business logic — such as mandatory fields, price conditions, minimum order quantities or delivery time requirements. An exception case is only created when deviations are detected.

Orders that cannot be fully validated automatically land in a review interface. There, employees can see at a glance which fields are missing or deviate from the norm, and can supplement or correct the data with just a few clicks. Every correction flows back as feedback into the AI, so that similar cases are automatically processed correctly next time.

The implementation follows a structured process: Together we define a starting use case, conduct a live demo with your real orders and start a Proof of Concept. From kick-off to productive use, it typically takes just a few weeks. Since the Order Agent works template-free, the time-consuming setup of document templates is eliminated.

The Order Agent processes customer orders from all common channels: email (with and without attachments), PDF, scan, fax and portal exports. It does not matter whether the order arrives as a structured form, a free-text email or a scanned document. The AI recognizes and extracts the relevant data format-independently and passes it structured to the ERP.

In regular operation, the Order Agent achieves a straight-through processing rate of over 70% — meaning more than 7 out of 10 orders pass through the entire process fully automatically, without manual intervention. Manual data entry is thereby reduced by up to 80%. With increasing data volume and continuous learning from corrections, the automation rate continues to rise.