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Jan HeimesJan HeimesAugust 15, 2025

What Is Intelligent Document Automation?

Stop hunting for files. Ask questions, get sourced answers, and trigger actions from your document library.

10 min read

What Is Intelligent Document Automation?

Drowning in PDFs and research docs? Intelligent document automation with Needle turns your scattered files into a searchable, actionable knowledge system—and can trigger workflows based on what it finds.

Use cases

  • Research and knowledge management
  • Competitive intelligence
  • Team knowledge sharing
  • Compliance and documentation
  • Content research and creation

How to set it up

  1. Create a focused collection
  2. Add documents (uploads, URLs, reports)
  3. Ask natural language questions
  4. Optionally configure workflows (alerts, routing)

Ready to turn document chaos into insights? Try Needle and build your first intelligent document collection.


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