How to build a Document Classification Agent

This agent automates the classification of uploaded banking documents and seamlessly records the results in a structured Google Sheet.

Challenge

Manually classifying and recording large volumes of diverse banking documents is time-consuming, error-prone, and inconsistent.

Industry

Finance

Department

IT

Compliance

Integrations

Excel/Sheets

OpenAI

This agent streamlines the process of handling business documents in a banking environment by allowing users to upload files (such as PDFs, Word, or Excel documents) directly into the workflow. The uploaded files are automatically processed and analyzed by a state-of-the-art language model, which classifies each document into a relevant business category (e.g., Compliance, HR, Risk, etc.) and provides a clear, JSON-formatted explanation for its decision. The classification results, including the file name, category, and reasoning, are then written directly into a specified Google Sheet, creating a structured and easily accessible record for compliance, auditing, or operational review. This automation reduces manual effort, increases accuracy, and ensures consistent documentation practices across the organization.

Get started

Secure Connections. Trusted Data Handling.

We prioritize your security and privacy, ensuring safe database connectivity with strict data processing controls.

Get started

Secure Connections. Trusted Data Handling.

We prioritize your security and privacy, ensuring safe database connectivity with strict data processing controls.

Get started

Secure Connections. Trusted Data Handling.

We prioritize your security and privacy, ensuring safe database connectivity with strict data processing controls.