If you don’t already have a business process you’re planning to use Revver AI for, or if you want to fine tune things before using them in a core workflow, we recommend setting up a Proof of Concept (POC) test area in your account to get Revver AI and any supporting automation features working just right in your account. The simplest thing is just to create a new cabinet for this. You can call it “AI and Automation Testing” or whatever you’d like. We’ve included some suggested use cases to start with below.

Set up the right metadata for your account, based on your organization’s unique documents and processes. We have a huge library of metadata groups and fields to choose from, and you can easily add your own custom groups and fields. Within the metadata feature, you can also set up two of our Revver AI agents. First, for any metadata that might be hard for Revver AI to find in your documents, you can add Smart Hints with specialized instructions for your metadata fields. Second, you can create one or more Smart Classification fields that will allow Revver AI to classify what type of document a new file is, based on your unique document types.

Set up Smart Extract and Smart Summary in specific folders or drawers in your Revver Account. This sets these Revver AI agents up to run on any file uploaded or moved to that location. So when a file is added, the metadata is automatically extracted and added to the file based on which fields you set Smart Extract to look for and/or a document summary is automatically added to the file. You can set these up on as many locations in your account as you would like, and you can set Smart Extract to look for different metadata in different folders/drawers (e.g., client information in one location and employee information in another).

Set up Smart Filing to automatically file new documents added to your account in the right drawer or folder. This is done by adding a new Smart Filing automation in a specific drawer or folder, typically triggered by Smart Extract completing. It is most powerful when filing based on document type as determined by a specialized Smart Classification field, but it can be based on any dropdown list metadata field. If there are more complex actions you want to take on your documents, such as an approval flow, you can also kick off an automated workflow from the new file destination.

Set up Smart Name to automatically rename new documents as they are added to your account, typically triggered by Smart Extract completing. This is a new automation that is set up on specific drawers or folders where you want to use it, and you can have different renaming rules for different locations.

Create a Smart Classification metadata field listing the different types of documents you want to identify

Create a “File by Document Type” drawer and within it create an “Intake” folder and another “Classified Documents” folder. In the “Classified Documents” folder make a separate folder for each document type you included in Smart Classification. Also add an “Unknown - Manual Review” folder.

Set up Smart Extract on the “Intake” folder and choose your Smart Classification field as the metadata to look for

Add a Smart Filing automation on the “Intake” folder, triggering when Smart Extract completes. Map each document type to the folder it belongs in (within the “Classified Documents” folder). For the “unknown” classification case, select the “Unknown - Manual Review” folder you created.

Upload a collection of files to the “Intake” folder, covering a mix of document types. They should be automatically classified (showing the document type in their metadata) and then automatically filed in the corresponding folder. If Revver AI doesn’t initially get them all correct, simply refine your document descriptions in your Smart Classification metadata field.

If you want to take additional automated actions on the files, you could also create a workflow and have it trigger automatically when a file is moved to the new document type folders

Make sure that any metadata fields you want to capture are added to your account within the Metadata feature. If any of the fields are harder to find in your documents, or if Smart Extract initially struggles to get them right, add Smart Hints to the fields, giving detailed descriptions of what Revver AI should look for.

Create a “Metadata Extraction” drawer and a “Manual Review” folder within it

Set up Smart Extract on the “Metadata Extraction” folder and choose the metadata fields that you want Revver AI to look for on new files

Add a Smart Name automation on the “Metadata Extraction” drawer, triggering when Smart Extract completes. Set the rules you want for renaming files, potentially using the metadata fields you will be extracting with Smart Extract. When asked for a location to send files that couldn’t be renamed based on your rules, select the “Manual Review” folder you created.

Upload a collection of files to the “Metadata Extraction” drawer. They should be automatically reviewed by Smart Extract, with the metadata it finds being added to the files. Then files should be renamed based on your Smart Name rules. Files that couldn’t be renamed should be moved to the “Manual Review” folder. If Revver AI doesn’t initially find all of the fields you want, try adding Smart Hints to the hard-to-find metadata fields.

Review the files to confirm the metadata and file names. Use the Search feature at the top of the page to test searching for new files based on your updated names and/or the metadata that was extracted.