Max — Digital Assistant
Document Filing Digital Assistant
Identifies document type, extracts metadata, applies classification and routes or files documents.
What this assistant does
Max helps document-intensive teams reduce manual classification and filing. The implementation is configured around the customer’s document types, metadata, retention rules, approved repositories, and exception process.
Can be configured to
- Identify document type
- Extract approved metadata
- Apply established classification
- Route or file into approved locations
- Flag unreadable or uncertain documents
Typical workflow
Routine work moves. Exceptions return to people.
Information arrives
Max reads + checks
Approved action or route
Exception → employee
What remains human
Employees resolve uncertain classifications and approve sensitive records decisions.
The exact boundary is documented, tested, and approved with your team before deployment.