Classify inbound documents by type with AI
Classifies documents into statement, letter, legal filing, and more.
Trigger: Invoked from the AI assistant chat, a docket action, or any workflow step.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Invoke skillTrigger
Triggered from chat, a docket action, or a workflow step — with the entity context attached.
- 2ClassifyAI
AI assigns the document to the right category with a confidence score.
- 3Return classificationEnd
Returns the type and confidence.
Powered by EON nodes
Drawn from the platform’s 196 workflow node types and 72 AI skills — fully editable in the automation builder.
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Questions about this template
Classifies documents into statement, letter, legal filing, and more.
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