FileMaker AI document intake that routes extracted data through review.
Capture documents, extract key fields, compare them to FileMaker records, and route proposed updates through a human review queue before write-back.
Document intake should land in a holding area
The safer pattern is to capture the raw document, extracted fields, confidence notes, and matched FileMaker record before any production update happens.
FileMaker remains the record source
AI can read the document and prepare structured data, but FileMaker should decide whether the value is allowed, complete, duplicated, or ready for review.
Review screens make extraction trustworthy
Operators need to see the source document, extracted values, matched record, proposed action, and validation notes in one place.
Good first documents are repetitive
Invoices, order forms, certificates, intake sheets, renewal notices, and vendor documents are strong candidates when the same fields are reviewed repeatedly.
Proof assets this page should show
Document preview beside extracted fields, matched FileMaker record, confidence notes, and review controls.
Vendor invoice or order form captured into a holding area
Customer, date, amount, PO, line notes, confidence
Accept, edit, reject, or defer before FileMaker write-back
The mistake is sending document extraction straight into production.
- Show document preview
- Compare extracted fields
- Approve or edit the proposed update