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Training: Automating Document Processing with AI

Ref. AI-03-03
Duration:
1
 jour
Exam:
Non certifiant
Level:
Intermédiaire

Automating Document Processing with AI Training

The Automating Document Processing with AI training helps participants discover how artificial intelligence can transform the way professional documents are handled. It enables them to understand how to automate certain stages of reading, sorting, information extraction, summarization and document structuring within a business context.

A highly practical training course for organizations that process large volumes of information

During this training course, participants learn to identify document tasks that can be accelerated by AI, to structure simple processes around incoming or outgoing documents, and to implement more efficient processing workflows. This course is particularly valuable for environments where numerous administrative, operational, contractual, quality or customer documents are circulated. Participants gain hands-on experience with real document processing scenarios they can apply directly in their workplace.

Participant Profiles

  • Administrative staff
  • Quality managers
  • Assistants
  • Project managers
  • HR professionals
  • Operations managers
  • Anyone involved in processing, organizing or leveraging large volumes of documents

Objectives

  • Understand the benefits of AI in document processing
  • Identify document tasks that can be automated
  • Use AI to summarize, extract, classify and structure content
  • Improve processing speed for recurring documents
  • Design more efficient document workflows
  • Account for control and confidentiality requirements

Prerequisites

  • No prior technical knowledge is required
  • Familiarity with office and document management tools is recommended

Course Content

Module 1: Understanding AI-Assisted Document Processing

  • Overview of AI document use cases
  • Reading, summarization, classification, extraction
  • Difference between manual processing, traditional automation and AI
  • Identifying benefits and limitations

Module 2: Identifying Relevant Use Cases

  • Administrative documents
  • Meeting minutes
  • Procedures
  • Contracts
  • Forms
  • Correspondence
  • Quality or operational documents
  • Identifying recurring, time-consuming tasks

Module 3: Using AI to Read and Summarize

  • Content summarization
  • Key information extraction
  • Highlighting discrepancies or points of attention
  • Clear reformulation
  • Structuring long documents

Module 4: Classifying, Organizing and Transforming Documents

  • Categorization assistance
  • Useful data extraction
  • Transforming raw documents into usable structures
  • Preparing tables, summaries or templates from source content

Module 5: Preparing a Document Automation Workflow

  • Defining document inputs
  • Choosing processes to automate
  • Determining validation rules
  • Structuring expected outputs
  • Creating a simple and realistic workflow

Module 6: Best Practices and Precautions

  • Processing reliability
  • Human oversight
  • Handling sensitive documents
  • Confidentiality
  • Traceability
  • Maintaining consistent document quality

Documentation

  • Support de cours numérique inclus

Lab / Exercises

  • This course includes exercises in summarization, information extraction, classification, document structuring and designing AI-assisted document workflows based on real-world cases.

Complementary Courses

Eligible Funding

ITTA is a partner of a continuing education fund dedicated to temporary workers. This fund can subsidize your training, provided that you are subject to the “Service Provision” collective labor agreement (CCT) and meet certain conditions, including having worked at least 88 hours in the past 12 months.

Additional Information

Document Processing in the Age of Artificial Intelligence

Businesses process considerable volumes of documents on a daily basis. Invoices, contracts, reports, correspondence, forms and supporting documents represent a continuous flow that requires significant resources. Artificial intelligence now makes it possible to automate much of this processing.

AI document processing goes beyond simple character recognition. It understands content, extracts relevant information, classifies documents and can even make routing decisions based on content analysis.

AI Technologies Applied to Documents

Several technologies converge to make document automation possible. Intelligent OCR recognizes text in scanned documents. Natural language processing understands content meaning. Automatic classification categorizes documents by type and content. Entity extraction identifies key information such as dates, amounts and names.

Language models like GPT and Claude add a layer of contextual understanding that enables the processing of complex, non-standardized documents where traditional solutions reached their limits.

Automated Document Processing Use Cases

Automatic invoice processing is one of the most widespread use cases. AI extracts key information, verifies consistency and prepares accounting entries. Contract analysis identifies essential clauses, deadlines and obligations without requiring full manual reading.

Correspondence management also benefits from automation. Incoming mail and emails can be classified, summarized and routed to the right person. Standard requests can receive pre-filled responses submitted for human validation.

Implementing an AI Document Processing Solution

Implementing an AI document solution starts with inventorying the types of documents processed and prioritizing processes to automate. The technology choice depends on volume, document complexity and the desired level of integration with existing systems.

A pilot on a limited scope validates the approach before broader deployment. Result quality improves progressively with parameter adjustments and training data enrichment.

Toward an Intelligent Paperless Office

Document automation is part of a broader trend toward digitization and intelligent administrative processes. Companies that invest in these technologies gain agility, traceability and regulatory compliance.

ITTA trains professionals in French-speaking Switzerland in these technologies in Geneva and Lausanne, with a practical approach focused on the effective implementation of document automation solutions.

Automation and Process Transformation in French-Speaking Switzerland

Companies in French-speaking Switzerland face specific automation challenges. Labor costs, talent shortages in certain fields and growing productivity demands create a favorable context for adopting AI-powered automation. Organizations that invest in these technologies see a rapid and lasting return on their investment.

The Swiss technology ecosystem provides a conducive environment for intelligent automation. Locally available cloud infrastructure, clear data protection regulatory frameworks and the digital maturity of businesses facilitate the deployment of automation solutions. Team training is the cornerstone of successful transformation, ensuring that internal skills keep pace with technological evolution.

Participants gain a thorough understanding of document automation technologies and the methodology to deploy them in their organization. They have identified the most promising document processes and are able to manage an automation project from start to finish. This skill is particularly valued in organizations that process large volumes of documents and seek to gain efficiency and traceability.

The document automation skills acquired during this training enable participants to significantly reduce the time spent on repetitive document processing tasks. This newfound efficiency frees up valuable resources for higher-value activities within the organization.

What types of documents can AI process automatically?

AI can process most text-based documents: invoices, contracts, correspondence, reports, forms, emails and supporting documents. Handwritten or heavily degraded documents may require additional processing.

What level of accuracy can be expected?

AI document solutions commonly achieve accuracy rates of ninety to ninety-eight percent depending on document type and original quality. Human supervision remains necessary for ambiguous cases.

Is document automation compliant with legal requirements?

Yes, provided that retention, traceability and data protection obligations are met. The training covers regulatory aspects specific to the Swiss context.

Is an IT department needed to implement this automation?

Modern solutions, particularly no-code platforms and tools integrated into office suites, allow implementation by business users with minimal IT support.

How long does it take to see a return on investment?

Return on investment depends on the volume of documents processed. For high volumes, gains are visible within the first weeks. For moderate volumes, the return is typically measured within a few months.

Prix de l'inscription
CHF 750.-
Inclus dans ce cours
  • Training provided by a domain expert
  • Digital documentation and support materials
  • Achievement badge
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ITTA
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1227 Carouge, Suisse

Opening hours

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Tel. 058 307 73 00

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ITTA
Route des jeunes 35
1227 Carouge, Suisse

Make a request

Contact

ITTA
Route des jeunes 35
1227 Carouge, Suisse

Opening hours

Monday to Friday, from 8:30 am to 06:00 pm.

Contact us

Your request