Every batch report is read, sorted and renamed consistently – without anyone having to open it
How a pharmaceutical manufacturer automatically classifies, renames and files batch reports – without anyone searching through up to 100 pages to find two key identifiers.
Batch reports arrive in a shared folder as dense, multi-page PDFs. To file one, a person had to open it, read through up to 100 pages of tables and structured fields, and find two identifiers – a batch ID and a batch number – that appear nowhere in the file name. Only then could the document be classified into one of two categories, renamed and moved. The problem was not complexity, but volume and repetition.
A robot monitors the folder and starts automatically whenever a new PDF arrives. It reads the content, determines the category based on specific fields and the original file name, extracts the batch ID through pattern recognition as well as the batch number, renames the file according to a standardized convention and stores it in the correct target folder. The original document is archived. At the end of each run the robot sends an email summary listing every processed document and its file paths.
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