Data Analysis

Automate Document and Data Analysis with Adaptive

Extract insights from large collections of PDFs, Word documents, spreadsheets, and images. Performs OCR on receipts/invoices, analyzes contracts, and generates summary reports from document sets. Adaptive helps you set this up quickly with no coding required.

Adaptiveadaptive
Analyze a large set of documents and extract structured insights automatically.

Got it. I'll connect custom APIs, build the workflow logic, and set up the first working version now.

Workflow Setup Started

Connected: custom APIs

Process PDFs, spreadsheets, and images with OCR and return a clear summary.

Done. I configured the workflow with clear triggers, routing, and notifications so actions happen automatically.

Workflow Configuration Ready

Triggers, routing, and alerts are active

Flag anomalies and high-priority findings with source references.

You can monitor results from the dashboard, and update rules in plain English whenever priorities change.

Ask Adaptive

How to set up document and data analysis in Adaptive

1

Connect the right systems

Link custom APIs and any supporting data sources so Adaptive has the context needed to execute document and data analysis.

2

Define workflow rules in plain English

Specify exactly how to extract insights from large collections of PDFs, when to trigger actions, and how decisions should be prioritized.

3

Test edge cases before launch

Run sample scenarios to confirm the workflow can word documents without breaking critical paths.

4

Launch, monitor, and tune

Go live with dashboards and alerts, then refine thresholds and routing as real usage patterns emerge.

Key features for document and data analysis

Extract insights from large collections

Automate extract insights from large collections of PDFs with consistent rules, without relying on manual follow-up.

Word documents

Automate word documents with consistent rules, without relying on manual follow-up.

Spreadsheets

Automate spreadsheets with consistent rules, without relying on manual follow-up.

Tool-aware orchestration

Coordinate actions across custom APIs in one workflow instead of fragmented manual handoffs.

Exception handling and escalation

Catch failures, route ownership quickly, and keep document and data analysis on track when conditions change.

Operational visibility

Track workflow status, outcomes, and bottlenecks with reporting your team can review at a glance.

Frequently asked questions

Common questions about document and data analysis.

Connect custom APIs, describe your workflow in plain English, and let Adaptive build the logic. You can launch a first version quickly, then refine rules for extract insights from large collections of PDFs as you test real scenarios.

Start by implementing one high-impact path for extract insights from large collections of PDFs, validate it with real examples from custom APIs, then expand to secondary scenarios. This staged rollout gets document and data analysis live quickly while keeping implementation risk low.

Yes. Adaptive can orchestrate custom APIs plus API-based systems, so you can automate document and data analysis without replacing core tools you already rely on.

Use explicit routing, retry rules, and escalation paths so document and data analysis can word documents when issues occur. Alerts and audit trails keep accountability clear for every run.

Yes. Teams can update rules, thresholds, and notifications directly in plain English, so document and data analysis stays aligned with business changes without waiting on engineering handoffs.

Adaptive is built to improve decision speed from trustworthy insights while staying easy to operate day-to-day. For document and data analysis, that means faster iteration, clearer accountability, and a workflow your team can actually maintain as requirements evolve.

Ready to try it?

Describe what you need in plain English. Adaptive builds it for you in minutes — no code, no consultants, no waiting.

Get started

Explore more use cases