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Labeling & Routing

Automatically label and route incoming documents with AI, to accelerate document-dependent work

Apply AI to label and route documents

Identify & label high-impact document types

Save time previously spent identifying important incoming documents – Ondox applies AI to do that job automatically, instantly, and at scale.

Never miss a new order, a payment notice, a legal notice, or other important transactional document.

Route to the correct team or person

Route and deliver documents quickly to the right person or team, based on document content that AI reads and interprets.

Ondox matches names and team names in a document with your people and teams – so you can be confident every document gets quickly to the right place.

Access routed documents for on-time processing

My documents, my team’s documents

Working in-office, remotely or hybrid, you can access in Ondox any documents routed to you or to a team you are a member of.

Respond faster to customers, execute key business processes faster – it’s simple, fast, secure, and smart.

Act now. Complete your work earlier.

Remove delays and bottlenecks from business processes – take action quickly on documents routed instantly to you.

Select a document and execute actions from the Ondox drop-down menu – save time and increase your productivity.

Quickly resolve routing issues

No lost documents!

What happens if AI cannot route a document with confidence? No problem, Ondox takes care of it.

Ondox Review is a human workqueue for documents that AI fails to route. It’s where a triage or other team can manually route any documents AI cannot confidently send to the right team or person.

Support manual document triage

Ondox Review screen engages a member of your team to quickly route a document to the best-suited team or individual.

Manual routing is fast and efficient. Simply choose from drop-down menus populated with all your team names and every team member. Simple, fast, and productive.

FAQs

Ondox uses a unique smart routing algorithm that applies AI to understand document content and uses that content to route incoming documents to the right team or person.

For common document types, routing accuracy approaches 100%, while for rare or unusual documents accuracy in routing can still exceed 90%. One Ondox customer commented that before they subscribed to Ondox supplier contracts very often went to the Legal team by mistake – now those supplier documents correctly route to the Finance team over 95% of the time, without any human intervention.

 

By automatically labeling & routing documents Ondox saves human time and effort, enables faster execution of business, improves efficiency, boosts productivity, and reduces customer response times.

Many business processes are triggered by a specific type of document, or require a specific type of document before the business process can be successfully completed.

For example, a new account application form triggers an important process at a bank, and a proof of identity document is required as part of that same process (even though that proof may be gathered after the initial application).

Automatically identifying and labeling documents by type accelerates business processes. It removes delays previously caused by manual methods of identifying and distributing documents as they arrive into a mailroom, an email inbox, or a customer portal.

Discuss your document processing needs.

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