Classify & Route by Document Type
Switches on the AI classification of any newly-processed document and forwards it to the right downstream workflow, queue, or contact. The safety net under every other template — install it first.
Trigger: Any document finishes processing.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Document processedTrigger
Fires after OCR + classification complete.
- 2Classify documentAI
AI determines the document type.
- 3Switch on typeLogic
Routes on the classification result.
- 4Route to workflowAction
Hands off to validation, settlement, legal, garnishment, or payment-failure flows.
- 5Archive junkAction
Auto-archives marketing and junk mail.
- 6Send to UnsortedEnd
Low-confidence docs go to a human queue.
What it does for your team
Every inbound document lands in the right place automatically
A single router under all your specific templates
Low-confidence items are safely queued for review, never lost
Powered by EON nodes
Drawn from the platform’s 196 workflow node types and 72 AI skills — fully editable in the automation builder.
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Reply from the same PO Box the mail came in on.
Run “Classify & Route by Document Type” on your business
Sign up for access and we’ll install this template, tailored to your workflow and compliance requirements.