1. Define the workflow
We clarify the document type, expected fields, page volume, and the team reviewing the result.
A useful pilot starts with a real invoice, packing list, or freight document and the Excel output your operations team needs.
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We clarify the document type, expected fields, page volume, and the team reviewing the result.
A real sample reveals scan quality, nested tables, repeated headers, and vendor-specific edge cases.
The output is reviewed against the source before deciding on a pilot, custom schema, or integration.