Intelligent Document Processing (IDP)

Last Updated: May 19, 2026

Intelligent Document Processing (IDP) is a workflow step in Vasion Automate that uses AI to classify documents and extract structured field data automatically. When a document enters a workflow through a scan or upload trigger, the IDP step analyzes the document, identifies its type, and pulls out the relevant data fields, eliminating the need for manual data entry.

How It Works

When the Intelligent Document Processing step runs in a workflow, it performs two operations in sequence:

  • Classification: The system identifies the document type (for example, an invoice) based on its content.
  • Extraction: The system pulls structured field data from the document based on the fields defined in the selected document type.

IDP is powered by AWS Bedrock Data Automation. The step is available under Advanced Steps in the workflow builder and requires a document-based trigger (scan or upload). Only one Intelligent Document Processing step is allowed per workflow.

This feature is in beta. Capabilities, configuration and availability might change as development continues.

Requirements

Review these Requirements before you start.

In addition to the general requirements, an Intelligent Document Processing step requires the following:

  • The workflow must use a document-based trigger (scan or upload). The IDP step is not available for non-document triggers.
  • You must have the Intelligent Document Processing permission assigned to your role.

Document Types

A document type defines which fields the IDP step extracts. There are two kinds:

  • Pre-built document types: Vasion includes a standard Invoice document type with pre-configured fields. Pre-built types cannot be modified.
  • Custom document types: Users can create their own document types by defining field names, data types, and optional guidance text. Guidance text helps the AI identify and validate each field more accurately. Custom document types are saved and reusable across workflows.

Each workflow is configured to process one document type at a time.

Confidence Thresholds and Review Routing

Each IDP workflow step includes a configurable confidence threshold (0–100%, defaulting to 80%). After extraction, the system scores each field based on how confident it is in the extracted value.

  • If all fields meet or exceed the threshold, the document bypasses review and continues to the next workflow step automatically.
  • If any field falls below the threshold, the entire document is routed to an assigned reviewer.

The reviewer is a designated Vasion user selected during workflow configuration. Reviewer assignment is required — the step cannot be saved without one.

Document Review

When a document is routed for review, the assigned reviewer receives an email notification and a task in their task queue. The task type is Review, and the task includes the document name, the person who initiated the workflow, and the date assigned. Reviewers open the task by selecting Review Document.

The review interface uses a two-panel layout:

  • Left panel: Document viewer with zoom, pan, and page navigation controls.
  • Right panel: Extracted fields displayed in a vertical list.

The right panel has two tabs:

  • Items to Review: Displays only fields that fell below the confidence threshold. When a field is edited here, it moves out of this tab automatically.
  • All Items: Displays all extracted fields regardless of confidence score.

Selecting a field in the right panel highlights the corresponding area on the document in the left panel with an outlined box.

Reviewers can edit any field value. When a field is edited, its confidence score is removed and the field is marked User Modified. Empty fields can also be filled in by the reviewer and are marked User Added. After saving, reviewers can revert a modified field back to its original extracted value.

Once review is complete, the reviewer selects Submit to close the task and advance the document in the workflow. Selecting Close keeps the task open for later.

Viewing Extracted Data

After a document is submitted through review, its extracted data is accessible in read-only mode via the File Information tab in the Unified Viewer in Vasion Storage. Any user with permission to view the document can also view its extracted data.

If a document has not been processed through an IDP workflow, the File Information tab displays a message explaining that the document can be processed through a workflow to extract data.

Extracted field values can be copied using the hover-activated copy button on each field.

Permissions

Access to Intelligent Document Processing features is controlled by a single permission called Intelligent Document Processing, managed in the Roles and Permissions screen.

Users with this permission can perform the following:

  • Add the Intelligent Document Processing step to workflows.
  • Configure the step, including custom document types and field definitions.
  • View extracted document data for documents.
  • Export document data to CSV (when available).

Users without this permission cannot see the IDP step in the workflow builder, access extracted data, or configure IDP step settings.

Next Steps