Implementation Guide
Getting Started with Document AI
From a scoped document workflow to structured data flowing into your systems in four weeks. This guide covers the Forward Deployed Engineer engagement step by step.
The 4-Week Engagement
Try the demo in minutes. Production in 4 weeks with your Forward Deployed Engineer, who scopes, builds, and operates the agent with your team.
Scope (week 1)
Book a build with LynkAI. Your Forward Deployed Engineer scopes one document workflow with you: document volume, file types (PDFs, scanned images, Word documents, digital forms, including multilingual and right-to-left content), the extraction schema, validation rules, and the downstream systems that receive the output. Team roles, retention policies, and notification settings are agreed so billing, compliance, and operations are ready from day one. The output is a written scope with go-live criteria.
Build an agent →Build and shadow mode (weeks 2 to 4)
Your FDE configures Document AI on your real documents. Extraction templates for invoices (vendor, line items, totals, due dates), contracts (parties, terms, renewal clauses, signatures), insurance forms (policy numbers, coverage details, claim amounts), and your own document types are mapped to fields, with required versus optional fields and cross-field validation such as line-item totals matching the invoice total. Document sources (upload, shared drives, email attachments) and output integrations (CSV, JSON, REST API, webhooks) are wired to your systems. Every document is encrypted at rest and in transit. The agent then runs in shadow mode on live documents alongside your team without pushing anything downstream: extracted data is presented next to the original document with a confidence score on every field, high-confidence fields in green, fields needing verification in amber, and a click-through to where each value was found. Your corrections go to your FDE, who tunes the templates and thresholds until the extractions meet your review bar.
Explore Document AI capabilities →Operate (ongoing)
Verified data flows to your accounting system, legal database, or processing engine through the integrations configured in the build, with webhooks notifying downstream systems as each document finishes. Low-confidence extractions are routed to a reviewer. Every export and integration event is logged for a full audit trail. Your FDE keeps operating the agent, monitoring accuracy, handling new document variants, and shipping improvements under the monthly management fee. Cancel any time with 30 days notice.
View available integrations →Related Resources
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Full capabilities of the Document AI agent.
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Frequently Asked Questions
What document formats does Document AI support?
Document AI processes PDFs, scanned images (JPEG, PNG, TIFF), Word documents, and digital forms. It includes advanced OCR for scanned content and supports multilingual documents including Arabic, Chinese, and other RTL languages. The agent preserves document structure including tables, headers, and nested layouts during extraction.
How accurate is the data extraction?
Every extracted field carries a confidence score. High-confidence extractions are auto-verified, while lower-confidence fields are flagged for human review. The FDE tunes rules, templates and thresholds from your corrections. Your data is not used to train models.
Can I integrate Document AI with my existing systems?
Yes. Document AI provides a full REST API for integration with any system that accepts structured data. Pre-built connectors are available for common ERP, CRM, and accounting platforms. You can also use webhooks for real-time notifications, schedule batch exports, and configure routing rules that send different document types to different destinations automatically.
Ready to Automate Document Processing?
Try the demo in minutes. Production in 4 weeks with your Forward Deployed Engineer, who will configure extraction templates for your specific document types.