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Marketplace / AI Tools & Use cases / AI Document Classification Tool

AI Document Classification Tool

Organize, Tag, and Route Documents Automatically With AI

Auto-categorize PDFs, contracts, invoices, and KYC docs

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Creator Icon Kriatix Creator
Category Icon AI Tools & Use Cases Category
Pages Icon 34 Pages
Downloads Icon 156 Downloads
Language Icon English Language

Trusted by growing startups

The AI Document Classification Tool by Kriatix is a low-code, AI-powered solution that helps businesses automatically categorize, tag, and sort large volumes of documents. Whether you’re dealing with contracts, invoices, support tickets, or internal files, this tool brings speed, consistency, and accuracy to document workflows across departments.

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What Is the AI Document Classification Tool?

The AI Document Classification Tool is a ready-to-deploy solution that uses machine learning and NLP to read, understand, and classify documents into predefined or dynamic categories. Built on the Kriatix low-code platform, it automates data extraction, routing, and tagging without manual review or custom code.

Who Is It For?

Role How They Benefit
Operations Teams Auto-classify incoming files, forms, and reports to streamline processing
Legal Teams Sort contracts, agreements, and legal docs into the right categories
Finance Teams Identify and tag invoices, purchase orders, and compliance files
Customer Support Route emails, complaints, and requests to relevant departments
CXOs & IT Teams Gain visibility into document flow and reduce risk from misfiled data

Key Features

  • AI-based document categorization by type, content, or metadata
  • NLP engine for context-aware classification
  • Optical Character Recognition (OCR) for scanned PDFs/images
  • Confidence scoring with a human-in-the-loop override option
  • Auto-tagging and keyword extraction
  • Folder routing and rule-based document sorting
  • Custom taxonomy and category management dashboard

 

Benefits

  • Eliminate manual document triage and filing
  • Improve searchability and compliance with auto-tagging
  • Reduce human error and classification inconsistencies
  • Accelerate workflows across legal, HR, finance, and support
  • Integrate seamlessly into DMS, CRMs, or ticketing systems
  • Works with structured and unstructured file formats

How It Works

  1. Upload or Connect Docs

  2. Define Categories

  3. Enable AI Parsing

  4. Tag, Route & Store

  5. Track & Review

 

Add-ons & Integrations

  • DMS connectors: SharePoint, Google Drive, OneDrive
  • CRM & Helpdesk: Salesforce, Zendesk, Freshdesk
  • Finance platforms: QuickBooks, Zoho Books, SAP
  • RPA support with UiPath, Automation Anywhere
  • Zapier, API, and webhook automation

 

Deployment & Access

  • Web, Mobile, and Tablet compatibility
  • SaaS (cloud-hosted) or On-Premise deployment
  • Fully white-labeled for document-heavy service providers

What Our Partners Are Saying

Frequently Asked Questions

The tool can classify a wide range of documents including PDFs, Word files, scanned images, invoices, contracts, support tickets, legal documents, and more both structured and unstructured.

The AI engine is trained on diverse datasets and continuously learns with usage. It provides confidence scores for each classification, and you can enable human-in-the-loop validation for critical use cases.

Yes. You can create and manage custom taxonomies based on your organization’s document types, departments, or workflows. The system also supports multi-level category hierarchies.

Absolutely. Built-in OCR capabilities allow the tool to extract and classify content from scanned PDFs and image-based documents with high accuracy.

Yes. The tool integrates with platforms like SharePoint, Google Drive, OneDrive, Salesforce, Zendesk, and supports API/webhooks for custom workflows or enterprise systems.