How to build a Document Classification Agent

Workflow Overview

1. Files Upload (doc-0)

• Purpose:
  Users upload files (such as PDFs, Word docs, Excel sheets, etc.) that need to be classified.

• How it works:
  The node processes the uploaded files, extracting their text content. It supports advanced parsing, including OCR (Optical Character Recognition) for scanned documents and unstructured file types.

• User Experience:
  You simply upload your files; the system handles all the extraction and preparation for analysis.

2. Document Classification with AI (llm-0)

• Purpose:
  Automatically classify each uploaded document into a business category relevant to banking.

• How it works:
  The extracted text from the uploaded files is sent to an AI model (OpenAI’s GPT-4o-mini).
  The AI is instructed to:

  • Assign each file to one of these categories:
    Retail Banking, Commercial Banking, Compliance, Risk, HR, IT, Customer Support, Marketing, Legal, or Management

  • Provide the file name and a clear reasoning for the classification.

  • Output the result as a JSON object (machine-readable, easy to log or process further).

• User Experience:
  You don’t need to do anything—classification and reasoning are fully automated.

3. Write Results to Google Sheets (action-0)

• Purpose:
  Log the AI’s classification results into a Google Sheet for record-keeping or further analysis.

• How it works:
  The JSON output from the AI is written directly into a specified Google Sheet (Sheet1 in your provided spreadsheet).
  This step uses a secure connection to your Google Sheets account.

• User Experience:
  The results are automatically logged—no manual data entry required.

4. Output Node (out-0)

• Purpose:
  Display the final result of the workflow.

• How it works:
  The output node receives the result from the Google Sheets write operation and presents it as the final output of the workflow.

• User Experience:
  You see confirmation or details of the operation’s result.

Summary Table

In summary:
You upload your documents, the AI classifies them with reasoning, the results are logged in Google Sheets, and you get a clear output—all fully automated.