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Document Processing

Learn how tasket automatically processes your documents, extracts information, and organizes your data using advanced AI technology.

AI-Powered Extraction

When you upload a document, tasket uses advanced AI to automatically extract structured data. The system understands context, recognizes patterns, and processes information intelligently - no manual data entry required.

What Gets Extracted

For Invoices:

  • Invoice number and date
  • Vendor name and details
  • Line items and quantities
  • Total amounts and taxes
  • Payment terms

For Receipts:

  • Merchant information
  • Purchase date and time
  • Itemized purchases
  • Total amount paid
  • Payment method

For Contracts:

  • Parties involved
  • Contract dates
  • Key terms and clauses
  • Renewal information
  • Signatures and approvals

For General Documents:

  • Document title and type
  • Key dates and deadlines
  • Important names and entities
  • Summary and key points
  • Relevant metadata

What Happens During Processing

When you upload a document, tasket:

  • Classifies the Document: Automatically identifies if it's an invoice, receipt, contract, or other type
  • Extracts Key Information: Pulls out relevant data like dates, amounts, names, and details
  • Creates Tasks: Automatically creates tasks if the document requires action
  • Stores for Search: Makes the document searchable using semantic search and Company AI

Processing Time: Most documents process within 10-30 seconds. You can continue working while documents process in the background. You'll receive a notification when processing is complete.

Processing Status & Timing

Documents are processed in real-time with status updates throughout the pipeline:

Processing

Document is being analyzed. Typically takes 10-30 seconds for standard documents.

Done

Processing complete. Data extracted and ready for use. You'll receive a notification.

Error

Processing failed. Click to view error details and retry options.

What to Expect: Processing typically takes 10-30 seconds for standard documents. Complex multi-page documents may take up to 2 minutes. You'll see real-time status updates, and can continue working while documents process. When complete, you'll get a notification and can immediately view the extracted data.

Automatic Classification

Tasket automatically classifies documents by type and assigns relevant metadata:

Invoice
Receipt
Contract
Report
Letter
Form
Statement
Other

Automatic classification helps organize your documents and enables smart features. For example, invoices automatically create tasks with appropriate priorities, contracts track expiration dates, and receipts can be categorized for expense tracking.

Best Practices

Clear Documents: For best results, ensure scanned documents are clear and legible. Good image quality improves extraction accuracy.

Consistent Naming: Use clear, descriptive file names to make documents easier to find and organize later.

Upload Promptly: Upload documents as soon as you receive them to keep your system up-to-date and ensure timely task creation.

Review Extracted Data: After processing, review the extracted information to verify accuracy. You can edit or correct any fields if needed.