Custom AI agent · Documents & Data
AI Document Classification Agent
Give every document a useful place to go.
Classify incoming documents against your taxonomy, route them to the right workflow, and surface uncertain cases for review.
- More consistent document routing
- Faster retrieval through an agreed taxonomy
- Visible uncertainty for human review
Starting at $300 USD/month
Starting price is $300 USD/month for a tailored solution. Your final proposal defines the scope, deliverables and payment terms. Document volume, formats, taxonomy complexity, language coverage, integrations, hosting, monitoring and ongoing support are scoped and priced before work begins.
What is an AI document classification agent?
An AI document classification agent assigns incoming documents to the categories, queues, retention groups, or workflows your organization has defined. It can use document structure, approved content signals, metadata, source context, and classification rules to recommend a label and destination. Tranki designs the taxonomy and review process around your business, including multi-label cases, unknown categories, sensitive material, and confidence thresholds. It organizes information, but it does not decide retention, legal status, or access rights without an approved policy and accountable owner.
What it can classify
Apply an approved taxonomy
Route documents into the categories, record types, departments, queues, or workflows your team maintains, including hierarchical or multi-label structures.
Use content and metadata together
Combine permitted document signals with filename, source, sender, date, business unit, or other metadata so classification reflects the context in which the item arrived.
Recognize uncertainty and new patterns
Separate clear matches, ambiguous cases, unsupported formats, and documents that do not fit the current taxonomy instead of forcing every item into a category.
Send results to the right workflow
Attach labels, rationale, source references, and review flags to the configured archive, case queue, content system, or human review process.
Where it can help
Incoming business documents
Sort invoices, purchase orders, contracts, forms, correspondence, and supporting files into the queues and owners that handle them.
Knowledge and content libraries
Organize internal guides, policies, research, proposals, and reference material using a consistent taxonomy that improves search and maintenance.
Records and case workflows
Classify attachments or submitted documents by case type, process stage, sensitivity, or operational purpose before the next team reviews them.
How it works
A step-by-step workflow your team can review before launch.
Define the taxonomy and policy
Tranki maps categories, labels, examples, exclusions, multi-label rules, unknown handling, sensitive classes, and the owner for each destination.
Inspect approved inputs
The agent receives permitted documents and metadata, identifies format or access issues, and preserves the source reference for every classification decision.
Recommend a class and destination
It compares the item with the approved taxonomy, records the evidence and uncertainty, and avoids inventing a category when no supported match exists.
Review exceptions and improve
Owners confirm ambiguous or new patterns, correct labels when needed, and use reviewed decisions to maintain the taxonomy and routing rules.
Built around your business
What we configure
- Taxonomy hierarchy, labels, synonyms, examples, exclusions, multi-label behavior, and unknown-category handling
- Source systems, metadata fields, file types, language coverage, sensitivity classes, and retention or access policies
- Confidence thresholds, human review queues, routing destinations, notifications, and audit history
- Approved document management, case, email, storage, archive, workflow, or search connections
What we need from you
- A current taxonomy with definitions, representative examples, and the owner responsible for category decisions
- Approved sample documents and metadata covering normal, ambiguous, sensitive, and out-of-scope cases
- Access rules, retention requirements, language or format coverage, and a process for restricted material
- A named reviewer or team to handle uncertain classifications and maintain new or changing categories
Clear boundaries before launch
What it will not do
The agent does not determine legal retention, privilege, sensitivity, access rights, or business ownership by itself. A document can fit more than one category, and a confident label can still be wrong if the taxonomy or source context is incomplete. Restricted, regulated, confidential, or high-impact records require approved policies and qualified human review before routing or access changes.
How success is measured
Track classification accuracy by category, unknown and ambiguous rates, routing errors, review time, multi-label agreement, unsupported-format volume, taxonomy drift, search or retrieval improvements, and correction effort. Review both false assignments and documents incorrectly forced into a category.
Frequently asked questions
What does an AI document classification agent do?
It assigns documents to an approved taxonomy or workflow using permitted content signals and metadata, then records the label, evidence, and uncertainty for review. It does not create an unrestricted archive policy.
Can one document receive more than one label?
Yes, if your taxonomy allows multi-label classification. We define which combinations are valid, which label is primary, and how the destination workflow handles them.
What happens when a document does not fit a category?
The workflow can mark it unknown or out of scope, preserve the source reference, and route it to a reviewer rather than forcing it into the nearest-looking category.
Can it classify sensitive or regulated documents?
Only within an approved access and handling policy. Sensitivity, privilege, retention, and legal status should be confirmed by qualified owners rather than inferred as final decisions.
Can it route files to our document or case system?
A connection can be included after we review the platform, permissions, destinations, metadata, and required actions. Integrations are scoped separately from the starting price when needed.
How do we keep the taxonomy accurate over time?
Reviewers can correct ambiguous cases, add representative examples, monitor drift, and approve taxonomy changes. The workflow should version important changes and keep the classification history.
What is included in the $300/month starting price?
The starting price covers a scoped custom solution baseline. Your proposal defines the taxonomy, document volume, sources, routing, review process, integrations, hosting, monitoring, and support included.
