Before reinventing the wheel...
I just wondered if there are any off the shelf solutions already in place - that would be able to OCR/Parse any document that drops into the documents module in SugarCRM and intelligently retrieve the information therein into fields (either inside the docs module or in notes or opportunities etc)
We process huge volumes of docs for orders - and in order to look at automating order sign-off - the first stage is being able to match the order to the finance docs stored in documents.
I know I can build something external with n8n and an ocr model - but just wanted to check what's already available...
Cheers all.
Adam O
Product Analytics and Knowledge Lead
(and Burgeoning Ai Engineer)