Manually classifying and filing documents to ISO 19650 standards is time-consuming and error-prone. Our Intake Assistant automates the process, from reading the document through OCR and using a method called vectorization to flag duplicates, to AI Agent classification and storage, so your team can focus on what matters most:
✅ Saving time with AI-powered document processing
✅ Reducing errors with automated ISO 19650 compliance
✅ Improving collaboration with seamless folder organization and notifications
1. Trigger
New files uploaded to your designated Google Drive folder kick off the workflow. This workflow can be modified to use other cloud-based file storage systems, local storage, and more.
2. OCR & Vectorization
Files are parsed using Mistral’s OCR via your own API key, then vectorized to check for duplicates and prepare for classification. Sub in another OCR by modifying the code.
3. Classification & Storage
Documents are automatically classified according to ISO 19650 standards and your own project list, assigned to the correct folder, and described for easy reference.
4. Notification
Relevant teams are notified via Slack (or your preferred platform) with a summary and next steps.
All the code and instructions to run this workflow on your own, following these steps:
1 | Copy the Workflow: Use your own Pipedream account
2 | Connect Your APIs: Link Google Drive, Mistral OCR, and your data stores.
3 | Test & Deploy: Modify the steps and AI Agent prompts to match your needs, test on real documents, then deploy with confidence.
Test and refine the workflow with your own files before full deployment.
Adapt the template to fit your project codes, folder structures, and communication channels.
Designed for BIM managers, project teams, and operations leads looking to standardize document intake.
Looking for other ways to improve your work through AI? Look no further than our other premade workflows.
Learn more about our visual design choices.