Automating Complex Workflows with Process Agents
The finance and insurance sectors deal with overwhelming amounts of structured and unstructured documents—contracts, invoices, compliance reports, loan applications, customer communications, etc. Traditional document processing tools only handle part of the problem, leaving gaps that require manual review and slowing down operations.
Enterprises face strict compliance standards and complex data workflows, making automation critical. Yet, most AI solutions extract data but fail at classification, routing, and decision-making. Manual processing is slow, costly, and prone to errors, leading to financial losses and compliance risks. These industries need an AI-driven system that processes documents end-to-end, eliminating bottlenecks and reducing manual effort.
We recognized these challenges early on and saw how many organizations struggled with document overload and slow processing times. Existing solutions couldn’t effectively handle both structured and unstructured data, leading to operational inefficiencies and missed opportunities.
We recently announced the launches of our Unstructured AI (UAI) and Document AI Agents to tackle these challenges. We call them Process Agents, a multi-agent orchestration that automates document workflows end-to-end. They automatically classify, extract, structure, and route information, eliminating inefficiencies while ensuring compliance, accuracy, and scalability.
Last year, we introduced the Process Module within our AgentFlow Platform as an API, enabling businesses to automate document-heavy workflows seamlessly. Today, we’re excited to announce that the Process Module is now live as a Web App, making it even more accessible and easier to integrate into enterprise operations.

Introducing Process Module in AgentFlow
We designed the Process Module in AgentFlow to completely automate enterprise document workflows. This module ensures seamless data extraction, classification, and organization with AI-powered automation, whether handling structured or unstructured data.
By combining the power of Unstructured AI (UAI) and Document AI, these Process Agents enable organizations to extract, structure, and act on complex data without manual intervention. Whether dealing with financial statements, insurance claims, or compliance documents, Process Agents ensure that workflows are seamless and fully optimized.
Why Process Agents Are Different
Unlike IDP or OCR tools, which struggle with unstructured data and require rigid templates, Process Agents quickly adapt to new document formats within finance and insurance sectors while delivering unprecedented accuracy. They integrate both unstructured data processing and structured document automation into a single, enterprise-ready AI system.

We built the Process Module specifically for industries like finance and insurance to provide a fully integrated automation system because these industries require precision, security, and scalability.
Process Module’s key capabilities:
- Process structured and unstructured documents – Extracts, classifies, and processes data regardless of format.
- AI-driven automation – Moves beyond simple extraction to decision-making and workflow execution.
- End-to-end processing – Eliminates the need for separate tools by handling ingestion, extraction, validation, and routing in one system.
- Seamless enterprise integration – Works within your existing software stack to reduce manual data transfers.
- High accuracy with pre-trained models – Reduces errors by leveraging advanced machine learning and natural language processing (NLP).
- Scalability – Processes high volumes of documents in real time, ensuring operational efficiency.
- Enterprise-grade security – Complies with industry regulations, providing safe and reliable AI automation.
How Process Agents Work
Process Agents combine Unstructured AI and Document AI, two powerful AI Agents that extract, classify, and process enterprise data with precision to process documents across multiple formats and complexity levels. Together, they create an AI-driven pipeline that reduces manual effort and enhances workflow automation.
Unstructured AI
Unstructured AI (UAI) is a sophisticated ETL layer that processes raw, complex, unstructured documents and converts them into flexible JSONs. These outputs are compatible with all major vector databases and RAG frameworks, preparing your data for downstream GenAI applications.

Document AI
Document AI classifies, extracts, and organizes structured and semi-structured data from contracts, claims reports, loan applications, and more. It ensures metadata accuracy, auto-labeling, and real-time document processing. It’s an AI Agent trained on your schema for accuracy, seamlessly integrating with your existing software stack for automation.

Process Agents, powered by UAI and Document AI, streamline operations, reduce human intervention, and enable AI-powered decision-making at scale.
Get Started with Process Agents
Existing solutions can't handle both structured and unstructured data efficiently, leading to operational inefficiencies and missed opportunities. Process Agents transform enterprise workflows by eliminating manual processing and enabling AI-driven decision-making.
If your organization handles high volumes of complex documents, Process Agents can help you streamline operations, reduce costs, and unlock valuable insights.
Book a demo today to see how Process Agents in AgentFlow can transform your enterprise automation strategy.