AI Shipment Document Platform
Ingest project shipment folders from OneDrive, identify the correct workflow, validate document relationships, extract required fields, and produce a project-level review sheet for your team to oversee.
The system prepares, structures, highlights, and reasons — your team reviews and confirms the final project output.
ReNew Solar
Project review sheet · WF-03 Domestic → SPV · Rajasthan
/Projects/ReNew-Solar/Shipments/
Shipment Cycle 02
SPOC: Procurement · Reviewer: A. Sharma
| Document / Field | Extracted Value | Conf. |
|---|---|---|
BOE Assessable Value | ₹48,20,000 | 94% |
Tax Invoice IGST Amount | ₹8,67,600 | 72% |
LR Copy LR No. | — | — |
E-Way Bill GSTIN | 08AAACR1234A1Z1 | 68% |
Ingest directly from OneDrive project folders
Connect to your existing OneDrive project structure. The platform watches shipment folders, detects new or updated PDFs, and pulls them into the review pipeline — no manual uploads or folder reorganization required.
- Bi-directional sync with project shipment directories
- Automatic detection of new and updated documents
- Folder-level indexing with last-sync timestamps
- Structured push-back of approved review outputs
OneDrive · ReNew Projects
/Projects/Shipments/
From OneDrive Folder to Project Review Sheet
A structured five-step pipeline that replaces manual document tracing with a consolidated, review-ready output.
Ingest
Pull project folders from OneDrive and detect new or updated PDFs.
OneDrive IngestIdentify
Match to workflow WF 1–7 or route to a custom AI workflow.
Validate
Group documents into shipment cycles and run linkage checks.
Extract
Pull required fields with confidence scores per document.
Review
Produce an Excel-like project sheet with remarks and SPOCs.
Structured Oversight Instead of Folder-by-Folder Inspection
The platform reduces repetitive manual work and gives reviewers a single place to verify shipment documentation — without replacing human judgment.
Less manual document tracing
Stop opening every PDF in a project folder. The platform surfaces what matters in one structured view.
Stronger linkage validation
Cross-document checks across invoices, BoE, e-way bills, GRNs, and LR copies — with mismatches highlighted.
Exceptions surfaced, not buried
Missing fields, low-confidence values, and quantity mismatches are flagged with remarks before sign-off.
Consolidated project overlook
One Excel-style review sheet per project — grouped by shipment cycle, with formulas, SPOCs, and linkage notes.
What the Tool Checks
Each project review sheet reflects structured checks — not just extracted text — so reviewers can focus on exceptions.
Document linkage
Invoice ↔ GRN ↔ E-Way ↔ LR ↔ BoE relationships across shipment cycles.
Remarks & notes
Inline remarks on extracted fields, linkage outcomes, and reviewer comments.
Missing fields
Required fields not found in source documents are flagged per workflow rule.
Low confidence values
Extracted fields below threshold are highlighted for human verification.
Quantity mismatches
Cross-document quantity reconciliation across PO, invoice, and GRN lines.
GST & tax details
GSTIN, HSN, IGST/CGST/SGST amounts checked against related documents.
Key Capabilities
Operational features designed for teams managing high-volume shipment documentation across projects.
OneDrive project ingestion
Pull shipment folders directly from OneDrive project directories with live sync status.
Workflow identification
Detect applicable shipment workflow across predefined WF 1–7 routes.
Custom AI workflow fallback
When no predefined workflow fits, route to an AI-defined custom flow.
Shipment cycle grouping
Group related documents into shipment cycles for structured review.
Linkage & reconciliation
Cross-document linkage checks with pass, fail, and exception states.
Field extraction with confidence
Extract required fields per workflow with per-field confidence scores.
Reprocessing & inline correction
Re-run extraction or correct fields inline before finalizing output.
Excel-style project output
Final review sheet with grouped sections, remarks, formulas, and SPOCs.
Built for Cross-Functional Review Teams
Each role interacts with the same project review sheet — focused on the documents and fields relevant to their responsibility.
Procurement
Verify supplier invoices, PO linkage, and commercial terms against shipment records.
Logistics
Confirm e-way bills, LR copies, BoE details, and transport documentation per cycle.
Business Finance
Review tax invoices, GST amounts, assessable values, and financial reconciliation.
Document Control
Ensure completeness of required document sets and track missing or pending items.
Project Review
Oversee the consolidated project sheet, approve exceptions, and sign off output.