Checklists for document automation projects
Things to verify before, during and after a document automation project. Print them.
- GDPR checklist for document AI projects
Ensure your Document AI system complies with GDPR and data privacy regulations. Use this checklist for KYC, payslips, medical reports, and more.
- How to evaluate extraction accuracy: a checklist
Ensure your Document AI solution performs as promised. Use this checklist to build robust test sets, define metrics, and measure real-world accuracy.
- IDP vendor evaluation checklist
A comprehensive checklist for procurement, engineering, and operations teams to evaluate Intelligent Document Processing (IDP) vendors effectively.
- KYC document collection checklist
A comprehensive checklist for compliance analysts, ops leads, and founders to set up or audit KYC document collection processes, covering ID, address, business, and financial documents.
- RAG document ingestion checklist
Ensure accurate RAG pipeline performance with this checklist for PDFs, scans, and mixed-format documents. Avoid common errors before embedding.