Automation

Automation

Rules that decide where documents belong, and the learning loop that improves those decisions.

Learning loop

Simulated

Classifier versions are separate from routing policy. The rules a decision was evaluated against live on the Rules Engine tab.

Current version

v1.0
Active

45 approved examples · illustrative 87% accuracy

Illustrative — not a measured result.

Feedback queue

Read-only — Lead Reviewer approves

Reviewer corrections and their status.
DocumentOriginal typeCorrected typeReviewerSubmittedValidationActions
unknown-document.pdfNoneInvoiceSarah Palmer4h ago
Pending
letter-acme-vendor.pdfCorrespondenceContractSarah Palmer9h ago
Approved
by Emily Zhang
resume-johnson.pdf

Misread — this is an application, not an employment contract

Job ApplicationContractMichael Torres20h ago
Rejected
by Emily Zhang
invoice-missing-total.pdfInvoiceContractSarah Palmer6h ago
Pending
Conflicting labels
invoice-missing-total.pdfInvoiceCorrespondenceMichael Torres5h ago
Pending
Conflicting labels

Only a submitted classification creates feedback. A routing override never creates a classification label, and a correction alone never changes the current version.

Approved examples — build of new version v1.1

Not yet in use

45 base examples + 1 approved this session.

  • letter-acme-vendor.pdfContractSarah Palmer · Next version

Rejected corrections are never included.

Evaluation

10 held-out labelled documents.

Simulated
Evaluation run

Every document behind an approved example is excluded in code. "Held out" here means a fixture list and nothing more.

Show the 10 documents

invoice-2024-0892.pdf, nda-draft-techstart.pdf, invoice-high-value.pdf, contract-renewal-autorenew.pdf, invoice-to-james-wilson.pdf, memo-to-david-kim.pdf, application-martinez.docx, invoice-attn-torres.pdf, notice-attn-maya-chen-legal.pdf, memo-from-sarah-palmer.pdf

Illustrative comparison. These are fixture values chosen to demonstrate the promotion gate. No model was evaluated and no performance was measured.
MeasureCurrent v1.0New version v1.1
Overall accuracy87%91%
Invoice recall85%90%
Contract recall88%89%
Job Application recall90%92%
Correspondence recall82%88%
How often a person had to step in15%11%

Gate satisfied — illustrative: fixture values show higher overall accuracy with no per-type recall regression.

After promotion

Simulated arrival. "Similar" here means the same fixture group (supplier_statement) and nothing more.