Start with the workflow, not the tool. We review how documents arrive, what data matters, what must be validated and where the output needs to go.
Request private workflow reviewEvery company believes its document process is unique. In practice, the real problem is almost always in one of four places: how documents arrive (intake), how they are classified, how the extracted values are validated, and what happens when something does not match expectations (exceptions). Knowing which of those is broken — and why — is what makes the difference between a workflow that works and one that adds overhead.
SunnyExtract is not a PDF reader or an OCR tool. It does not just pull text out of a document. It processes documents as operational objects — classifying them, extracting structured fields, validating them against rules defined for your workflow, routing exceptions to the right place and delivering clean, verified data to where it needs to go.
That is why the workflow is designed before it is operated. We do not connect a tool and see what happens. We review what you process, how it arrives, what must come out and where things break today — then we define the workflow together before anything is built.
Depending on where your team is and what your workflow requires, there are three ways to engage.
For technical teams that already know what they want to extract and where the output should go.
For companies with recurring document bottlenecks that need the workflow understood before implementation.
For high-volume or time-sensitive workflows that need reserved capacity, priority handling and a more controlled operating setup.
Onboarding follows a structured sequence. Each step must be completed before the next begins.
Review document samples — we examine real examples of what arrives in your workflow, not hypothetical document types.
Map intake channels — we establish how documents arrive today: email, upload, API, automated transfer or otherwise.
Define fields and schema — we agree on exactly which values must be extracted, in what structure, with what data types.
Define exception rules — we specify which cases must not proceed automatically and what routing they require.
Define output format — we determine what the downstream system expects: JSON, CSV, webhook payload, direct integration or otherwise.
Run controlled test — we process a set of real documents through the defined workflow before anything reaches production.
Decide operating setup — based on volume, sensitivity and integration complexity, we agree on how the workflow will be operated.
The workflow review requires input from the people who operate the process. The more complete this information is at the start, the faster the review proceeds.
Sample documents — representative examples of what the workflow processes in practice.
Current bottleneck — a clear description of what takes the most time or causes the most errors today.
Expected output — what the data needs to look like and where it needs to go after processing.
Monthly volume — an approximate count of how many documents pass through the workflow each month.
Responsible contact — the person on your team who owns the process and can answer operational questions.
Systems involved — the software or platforms that send documents in or receive data out.
Examples of exceptions — real cases where the current process breaks down, requires manual intervention or produces incorrect output.
Being clear about what SunnyExtract does not do is as important as describing what it does.
Tell us what documents you process, where they come from, and what the output needs to be. We review every request and respond with a structured assessment of whether and how SunnyExtract can operate your workflow.
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