Remove document processing bottlenecks with agentic document processing

Agentic document processing combines gen AI-powered document capture, classification and data extraction with AI agents that can reason, make decisions and take autonomous actions. Agentic document processing leverages technology like traditional intelligent document processing (IDP) and AI-native agents to not only process data but to actually understand context, handle exceptions and automate the entire business process — from document ingestion to final business action.

Traditional IDP focuses on capturing and extracting data from documents. Agentic document processing does this, but goes further by leveraging AI agents to understand document context, validate data, handle exceptions autonomously and make process-related decisions. This enables end-to-end automation of document-centric workflows without constant human intervention.

Agentic document processing capabilities from Hyland feature a low-code, prompt-based visual design studio that business users can leverage to build and modify automations. This reduces dependency on IT for routine process changes while maintaining enterprise-grade governance and security controls that IT requires.

Yes. Hyland suite of agentic document processing tools includes prebuilt connectors and REST APIs that integrate seamlessly with enterprise systems including ERP, CRM, EHR and legacy platforms. This ensures your agentic automations work within your existing technology ecosystem.

Implementation timelines vary based on process complexity and organizational readiness. However, Hyland’s cloud-native architecture, prebuilt templates and low-code configuration significantly accelerate deployment compared to traditional automation approaches. Many customers see initial value within weeks.

AI agents can automatically identify, analyze and resolve common exceptions based on your institutional knowledge and business rules. For example, in insurance claims processing, agents can validate missing information, cross-reference data sources and make routing decisions without human intervention — reducing exception costs.

AI agents can be configured with your organization's specific guidelines, policies and knowledge bases. This enables them to make decisions consistent with your business practices and handle complex scenarios that previously required experienced staff — effectively scaling your institutional knowledge across all processes.

Absolutely. Automated exception handling accelerates process completion, reduces errors and provides consistent outcomes. Your users spend less time on repetitive tasks and more time on strategic work, while your customers experience faster response times and improved service quality.

AI agents can handle a wide range of decisions including document routing, data validation, exception resolution, compliance checks and next-step determination. The specific decisions depend on how you configure the agents and the level of human oversight you require for your use case.

Agentic document processing at Hyland is powered by three products:

• Hyland IDP: AI-native document capture, separation, classification and data extraction
• Agent Builder: Tools to build and deploy AI agents for exception handling and automated decision-making
• Automate: Process orchestration platform with low-code design, prebuilt integrations and workflow management

Hyland’s suite of agentic document processing tools integrate with a host of line-of-business solutions. For example, Hyland customers can use prebuilt connectors or APIs to integrate with nearly any software, including (but not limited to):

• Enterprise tools: Salesforce, Microsoft 365/SharePoint, DocuSign, Adobe Sign, REST APIs, Workday
• Insurance: Guidewire, Duck Creek
• Banking: Encompass
• Healthcare: Epic, Oracle (Cerner)
• Higher education: Ellucian, Workday Student

Learn more about our integrations.