Working with Documents

Process, analyze, and automate document workflows with Noxus.

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Document Ingestion

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Email Attachments to Knowledge Base

Automatically process email attachments: Use Case: Customer support emails automatically added to knowledge base Configuration:

• Email integration trigger
• File type filtering (PDFs, Word docs)
• Folder assignment by sender/topic
• Metadata from email headers

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Scheduled Document Sync

Sync documents from cloud storage: Use Case: Keep knowledge base in sync with Google Drive or OneDrive Configuration:

• Schedule frequency
• Source folder selection
• Change detection
• Conflict resolution

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Document Processing

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PDF Data Extraction

Extract structured data from PDFs: Use Case: Extract invoice data from PDF invoices Configuration:

• OCR for scanned documents
• Field extraction schema
• Validation rules
• Error handling

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Document Summarization

Generate summaries of long documents: Use Case: Create executive summaries of lengthy reports Configuration:

• Chunk size
• Summary length
• Key points extraction
• Output format

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Document Classification

Automatically categorize documents: Use Case: Route documents to appropriate knowledge bases

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Document Q&A

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Single Document Q&A

Answer questions about a specific document: Use Case: Interactive document analysis Configuration:

• Temporary or permanent KB
• Folder isolation
• Citation format
• Response style

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Multi-Document Analysis

Compare and analyze multiple documents: Use Case: Competitive analysis from multiple sources Configuration:

• Document grouping
• Cross-document search
• Synthesis instructions
• Report template

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Document Generation

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Template-Based Generation

Fill document templates with AI-generated content: Use Case: Generate personalized reports or proposals Configuration:

• Template selection
• Field mapping
• Generation parameters
• Output format

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Dynamic Document Creation

Create documents from scratch: Use Case: Create comprehensive documents with research and writing

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Document Workflows

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Contract Processing

Use Case: Automated contract review and validation

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Invoice Processing

Use Case: End-to-end invoice processing automation

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Document Compliance Check

Use Case: Ensure documents meet compliance requirements

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Best Practices

Document Preparation:

• Use clean, well-formatted documents
• Ensure text is selectable (not scanned)
• Use consistent naming conventions
• Add metadata for organization

Processing:

• Handle errors gracefully
• Validate extracted data
• Log processing results
• Monitor success rates

Knowledge Base Management:

• Organize by document type or topic
• Regular cleanup of outdated docs
• Monitor storage usage
• Track query performance

Quality Control:

• Review AI-generated outputs
• Implement validation steps
• Use human-in-the-loop for critical tasks
• Collect feedback for improvement