# Document automation with Python and human review

> Workflows to extract text, classify documents and generate structured indexes from administrative PDFs.

- URL: https://www.enter20.com/en/work/python-document-automation/
- Español: https://www.enter20.com/trabajos/automatizacion-documental-python/
- enter 2.0 — Practical AI, governed data, dashboards, automation and information systems for organisations that need to make better decisions.

- Client type: Administrative operations, anonymised
- Technologies: Python, OCR, YAML, CSV, JSONL, PDF, LLM with review

## Problem

PDF documents, invoices, receipts and payslips consumed administrative time and caused errors when renaming, classifying or extracting metadata.

## Constraints

- Uneven quality of PDFs and OCR.
- Sensitive tax, banking and employment data.
- Need to preserve the original file and record exceptions.
- AI used only as support when fields are missing or confidence drops.

## What was done

- Python tools for text extraction with OCR as a fallback.
- Rule-based classification, document routing and CSV/JSONL indexes.
- Extraction of metadata, amounts, dates, suppliers and centre codes.
- Dry-run options, text sidecars, auditing and controlled application.

## Governance and security

- Local or controlled processing where privacy requires it.
- Dry-run before applying moves or renames.
- Preservation of the original document and traceability of rules.

## Result

Repetitive filing and extraction tasks moved to a workflow that is faster, reviewable and less dependent on manual memory.

## What it demonstrates

- Practical automation of real administrative processes.
- Prudent use of AI on sensitive documents.
- Design of small tools that save work without imposing a full platform.

## Connected areas

- [Fractional IT Director](https://www.enter20.com/en/services/fractional-it-director/)
- [Document and data automation](https://www.enter20.com/en/services/document-data-automation/)
- [IT governance, continuity and operations](https://www.enter20.com/en/services/it-governance-continuity/)