Artificial intelligence and automation / AI on company documents
Can AI extract data from documents?
Yes. AI can extract data from documents when it has the necessary sources and integrations. The feature is scoped with permissions, validation, and logs proportional to the risk, preventing the model from taking unauthorized actions. Extraction can turn fields found in documents into structured data, but it needs validation, especially when the format varies or the data has financial consequences. For AI systems, we define authorized sources, behavior when information is missing, allowed actions, and cases where a person needs to step in. Sources, permissions, and tools available to the AI are separated by role; an assistant shouldn't see or do more than the task requires.
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