The reality of document processing today
Your team receives hundreds of documents: contracts, reports, applications, correspondence. Each one contains important information buried in pages of text. The problems multiply:
Hours spent reading documents to extract a few key data points
Important details get missed when humans skim long documents
Documents sit in inboxes waiting for someone to read and route them
No standardized way to summarize or compare similar documents
How this flow looks in Triform
In this setup, a shared inbox or folder becomes the single intake point for all documents. When a document arrives, Triform extracts the key information, generates a summary in your preferred format, routes it to the right person, and stores everything searchable.
Integrations used in this flow
Google Drive
Organize files automatically, extract data from documents, and sync Drive content across your workflow.
Slack
Trigger workflows from messages, approve requests with buttons, and build knowledge bots for your team.
Notion
Extract tasks from meeting notes, sync project status across tools, and generate reports as Notion pages.
Start from a single prompt
Describe your full workflow in one go and let Triform design the flow with you.
Example prompt for this automation
Where this automation fits
Industries
AI reads, humans decide
AI handles the reading and extraction. Your team handles the decisions that require judgment. This means:
- 100% of documents processed — no backlog buildup
- Consistent extraction regardless of document volume
- Full audit trail of what was extracted and when
From document chaos to structured insights
Define the document types and what to extract
Configure summary templates
Set up routing rules based on content
Connect your storage and notification systems