AI Document Processing in marketing campaigns

In some of our more recent blogs, you saw how marketing processes can be streamlined using automation (Lead capture automation made simple) (the process), or what tools to use for targeted messaging (A texting service for business at your fingertips) (the infrastructure). 

However, AI document processing can add a new level of sophistication by automating data extraction and verification from customer documents (the input). 

The result? Enhanced customer engagement, faster processing times, and seamless integration of verified data into your campaigns (the output).

So, what can be achieved?

Here are some types of documents that can be scanned: 

• Receipts from the Restaurant
• ID Cards, Driving Licences
• Contracts and Purchase Orders
• Barcodes and Codes
• Financial, and Insurance docs 
• Education and Healthcare docs 

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And some related use cases:

• Expense Tracking: Easily log expenses submitted by customers for loyalty rewards.
• Age Verification: Confirm customer eligibility for age-restricted offers.
• Supplier Management: Keep tabs on purchase orders and track performance.
• Inventory Management: Track product availability through barcode scanning.
• Invoice Processing: Simplify billing and payment tracking for customers.
• Customer Enrollment: Capture details for loyalty programs or event registrations.

A Real-World Example: AI-Powered Raffle Campaign

Our colleague Petru has recently developed a solution to automate a raffle campaign for a customer using the following AI document processing method:

Objective: Customers who purchase eligible products can join a raffle and win weekly prizes.

Workflow:

1. A customer goes shopping and buys groceries, including at least one item eligible for a prize campaign.
2. To participate, they take a photo of their receipt and submit it through an online form (this demo is using Airtable, but other platforms, such as WooCommerce, work as well).

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3. The receipt is processed using Klippa, which extracts details of items that qualify for the promotion.
4. A unique hash string is then generated based on the receipt's header fields.
5. The system checks:some text
   1. Confirms if the receipt contains at least one eligible product.
   2. Ensures the hash is unique, verifying that it hasn’t been submitted before.
6. Validated receipts are stored in a database (e.g., a CRM, such as Hubspot, Salesforce, Pipedrive).
7. On a weekly basis or on-demand, winners are drawn from the database to complete the prize campaign.

*Note: The hash string is created using the receipt’s header information, meaning that submitting the same receipt multiple times will produce the same hash.

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What do you think about our AI document processing automation? If it sounds interesting, you can reach out to us via our contact page to get more information. Hope this helps!

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