Automation
Rules that decide where documents belong, and the learning loop that improves those decisions.
Routing rules are considered after a document is held for review, and after any person or department named on the document. Publishing, editing, disabling and enabling affect new documents only.
Classification corrections made during review do not change rules. They are validated on the Learning tab.
Auto-renewing contracts to Legal
P1
Published
Version 1 · Ruth Alvarez · published 43d ago
Priority
“If a contract contains an automatic renewal clause, route it to the Legal department.”
- Condition: Type is Contract AND text contains an automatic renewal clause
- Evidence required: Contract text containing an automatic renewal clause
- Destination: Legal
Latest change: Published — Version 1 published
High-value invoices to Maya Chen
P2
Published
Version 1 · Ruth Alvarez · published 41d ago
Priority
“If an invoice total is greater than 10,000 then send it to Maya Chen in Finance.”
- Condition: Type is Invoice AND total > 10000
- Evidence required: Extracted invoice total above 10,000
- Destination: Maya Chen · Finance
Latest change: Published — Version 1 published
Known vendor correspondence to Michael Torres
P3
Published
Version 1 · Ruth Alvarez · published 35d ago
Priority
“If correspondence arrives from a known vendor sender, route it to Michael Torres.”
- Condition: Type is Correspondence AND sender is a known vendor
- Evidence required: Sender name matching the known vendor list
- Destination: Michael Torres · Operations
Latest change: Published — Version 1 published