How to Automate Forms Processing

Think about the endless forms you handle daily – customer applications, claims forms, surveys, and more. It’s daunting. Manually processing these eats up your time, invites errors, and drains resources, preventing you from scaling up.

Now, imagine a system that automatically reads, extracts, classifies, and forwards relevant data from any form, in any volume. Sounds like a dream? With Intelligent Document Processing (IDP) onboard, it can be your reality. Instead of spending hours on manual data entry, let the technology take over and get your actionable data stress-free. 

Are you interested in giving your business a competitive edge? Read on to discover how to automate your forms processing workflow in our step-by-step guide!

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Key Takeaways

• Manual form processing is outdated – It’s time-consuming, error-prone, and resource-heavy. Automating it boosts speed, accuracy, and efficiency across industries.
  
• Automation is easier than you think – With Klippa DocHorizon, you can build a fully automated workflow in just a few steps, no coding required.
  
• Supports all document types and sources – You can process forms in any format (PDF, scanned, Word, etc.) and fetch them from various sources like Google Drive, Dropbox, Outlook, or your internal systems.
  
• Secure, scalable, and tailored to your needs – The platform is GDPR, HIPAA, and ISO compliant. You can start small, test with free credits, and scale with full automation support, backed by human-in-the-loop and document verification options.

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What is Automated Forms Processing?

Automated forms processing refers to the use of technologies like Optical Character Recognition (OCR), AI-image processing, and machine learning to extract and process data from forms, whether physical or digital.

As an alternative to manual processing, forms processing automation boosts efficiency, accuracy, and cost-effectiveness, making it a valuable tool across various sectors like banking, healthcare, government, education, and retail.

Automating forms processing can be a game-changer for your organization, opening up a whole new world of opportunities with long processing times, human error, and constant delays left behind. The best news is that switching is simple; continue reading to learn how! 

How to Automate Forms Processing 

We will demonstrate how you can easily automate the processing of any form using Klippa DocHorizon – a powerful Intelligent Document Processing (IDP) platform that automates document workflows and offers flexibility for various use cases by supporting more than 100 document types and formats.

Let’s walk you through a step-by-step process of extracting data from a form using our platform. Remember: All you have to do is configure your workflow once, and from then on, DocHorizon will completely automate the process for you.

In this example flow, we will process the PDF T1 General Tax Form as our example document. We will fetch the file from Google Drive, extract the data and export it to a Google Sheets file.

And the best part? You can try it for free!

Step 1: Sign up on the platform

Start by signing up for free on the DocHorizon Platform. After that, you’ll receive a free credit of €25 to explore all the platform’s features and capabilities.

After logging in, create an organization and set up a project to access our services. Here, we will activate platform components that will allow us to extract data from any form to Google Sheets.

Go to Project Settings → Services and enable:

• Flow Builder
• Prompt Builder

This setup ensures you have everything you need right from the start! In the next steps, we will explain each service in detail.

Step 2: Configure Prompt Builder

The Prompt Builder service allows you to build custom prompts for capturing data on any document. All you have to do is upload an example document and match the types of fields you want to process (e.g., document number, name, address, etc.).

In your service area, click on Prompt Builder and follow these steps:

• Click +New Prompt
• Name it (e.g., “T1 Form”)
• Click Create
• Upload an example document

Now you can choose to either match document fields with one of our existing document type templates or highlight and name the fields from scratch.

For our T1 form example, we will create a prompt from scratch. Click on “+Start from scratch” and configure the following:

• Add prompt instructions (e.g., “Recognize fields in this document”)
• Click on the +Add field
• Field name: Choose which fields you want to process when using this prompt (e.g, “Mailing_Address”)
• Type: Choose the data field type (e.g., Text, Number, Date, etc)
• Prompt question: e.g., “What is the mailing address in this document?”
• Click Save

Following the same steps, add more fields that the platform should recognize with this prompt. For our example, we will add “Name_and_initial” and “Last_name”.

“Preview” the results. If the prompt recognizes the fields correctly, save it.

Step 3: Choose your input source

Now it’s time to design your flow. A flow is a sequence of steps that define how your forms are going to be extracted to a chosen output.

In your service area, click on Flow Builder and follow these steps:

• Click on New Flow -> +From Scratch

The first step in building your flow is selecting your input source. For our example, we will choose a Google Drive folder:

• Click on Select Trigger -> Google Drive (New File)
• Connection: Google Drive (log in to your account)
• Parent folder: The name of the folder where your forms are located

Upload a file into the Google Drive folder and test this step.

Here’s a tip: For the input source, you can upload files directly from your device or connect to over 100 external sources, including Dropbox, Outlook, Salesforce, Zapier, OneDrive, your company’s database, or cloud storage solutions like Amazon S3 and iCloud.

Step 4: Capture and extract data

Now, it’s time to extract the necessary data by using the previously created prompt to process all the selected data fields from the T1 form in our input folder.

In the Flow Builder, add Document Capture: Prompt Builder step and configure the following:

• Connection: Default DocHorizon Platform
• Preset: The name of your prompt, in our example, “T1 Form”
• File or URL: New File -> content

Test this step. You’re ready to move on to the next step: saving your results!

Step 5: Choose your output source

This is the last step of our flow – choosing a destination for the final output. Depending on your workflow, the destination can be your database, ERP system, accounting software, or any other platform. 

For this example, we’ll create a Google Sheets file and set it as a final destination for our extracted data. Add Google Sheets: Insert Row and configure the following:

• Connection: Google Sheets
• Spreadsheet: Name of your spreadsheet
• Sheet: Name of your sheet (if multiple sheets are in the file)

If the first row of your sheet contains headers, toggle the “Does the first row contain headers?” and match the headers with extracted fields:

• Header (e.g., “Mailing Address”): Document Capture: Prompt Builder -> components -> prompt_builder -> Mailing_address

Test this step and you’re all set! 

Congratulations! All the form data is now available in your Google Sheets file. With this setup in place, you can publish the flow, and any new forms added to the Google Drive folder will be processed automatically. That’s how you can save time while ensuring accuracy in your workflows.

And remember: if you’re processing a high volume of documents, you don’t have to set up the flow yourself. We’d love to hear about your use case and help you get started!

Automate Forms Processing with Klippa 

Looking for an easy way to process your forms? We’ve got you covered! With Klippa DocHorizon, you can easily automate any document workflows. By using Klippa’s advanced module, you can set up a seamless workflow tailored specifically to your needs:

• Data extraction OCR: Automatically extract data from any type of document.
• Human-in-the-loop: Ensure almost 100% accuracy with our human-in-the-loop feature, allowing internal verification or support from Klippa’s data annotation team. 
• Document conversion: Convert documents in any format – such as PDF, scanned images, or Word documents – into various business-ready data formats, including JSON, XLSX, CSV, TXT, XML, and more.
• Data anonymization: Protect sensitive information and ensure regulatory compliance by redacting privacy-sensitive data, such as personal information or contact details.
• Document verification: Authenticate documents automatically and identify fraudulent activity to reduce the risk of fraud.

At Klippa, we value privacy – all of our document workflows are HIPAA, GDPR, and ISO compliant, ensuring secure data processing. With peace of mind about data safety, take the next step and streamline your document workflows.

If you want to automate your workflow with Klippa’s intelligent document processing solution, don’t hesitate to contact our experts for additional information or book a free demo!

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