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.