AI Agent for document processing

With Eloquent you can create an AI agent that automates the repetitive processing of standardized documents. Many businesses deal with recurring document types — think of damage reports for rental cars, work orders, or intake forms. Manually handling these is slow, error-prone, and not scalable. An agent processes these documents automatically, turning them into structured data and routing them directly into your systems.

How it works

Every agent can transform unstructured documents into the format required by your ERP, CRM, or database. You upload or forward the document, and the agent:

• Extracts the required data according to your prompt.

• (Optional) Checks data quality against historical patterns to catch errors.

• Forwards structured data via webhook, API, or MCP integration.

• Stores the original document as an attachment in your dataset for reference.

This use case often requires some customization, but is highly feasible with Eloquent.

Our recommendations

• Use human-in-the-loop → Add a review step when processing high-value or critical documents.

• Integrate via webhook or API → Send structured data directly to your ERP, CRM, or MCP.

• Standardize your prompt → Define exactly what fields need to be extracted and how they should be formatted (e.g., JSON).

• Log documents → Keep both raw and processed versions for traceability and auditing.

What can it do?

• Extract structured data from recurring document types (e.g., work orders, claims, intake forms).

• Validate information by comparing with historical data.

• Route data into CRMs, ERPs, or custom databases.

• Store documents alongside their processed outputs.

• Trigger workflows such as approvals, notifications, or follow-up actions.

What pain points does it solve?

• Manual, repetitive document entry that slows teams down.

• Errors introduced during human processing.

• Bottlenecks in finance, operations, or customer service workflows.

• Lack of scalability as document volume grows.

• Delayed decision-making because data isn’t instantly available in core systems.

Who it’s for

This use case is especially relevant for:

• Automotive & rentals → processing damage claim forms and contracts.

• Field services & logistics → handling work orders or delivery confirmations.

• Insurance & finance → extracting key values from claims, invoices, or receipts.

• Healthcare & wellness → processing intake forms or medical documentation.

• Education & training → digitizing applications, assessments, or exam reports.

How to set it up

We’ll soon be releasing templates so you can configure this agent in minutes. Until then, we recommend:

• Agent temperature: 0.1 (strict, reliable extraction).

• Reranking: Off (datasets are narrow and structured).

• Embeddings: 10 (good for mid-sized documents).

• Similarity: Default.

Example in action

• Car rental company → An agent processes hundreds of damage claim forms each month, automatically extracting vehicle ID, damage type, and estimated cost, then routing the data into their claims management system.

• Field service provider → Work orders sent by technicians are parsed automatically, with hours and materials logged into the ERP without human intervention.

In both cases, the agent replaces repetitive, manual tasks with fast, scalable automation, while keeping humans in control when it matters.

Document processing agents are an easy way for agencies to deliver tangible efficiency gains — showing clients clear savings in time, cost, and error reduction.