MediaValet - Azure AI Document Intelligence Integration and Automation

Common Integration Use Cases Between MediaValet and Azure AI Document Intelligence

• Automated ingestion of signed contracts and legal documents into MediaValet

  Data flow: Azure AI Document Intelligence to MediaValet

  When contracts, NDAs, or vendor agreements are processed in Azure AI Document Intelligence, key metadata such as contract type, counterparty name, effective date, renewal date, and document status can be extracted automatically and pushed into MediaValet. The final PDF and extracted metadata are then stored in the DAM for secure retention, version control, and controlled access by legal, procurement, and finance teams.

  Business value: Reduces manual indexing, improves searchability, and creates a governed repository for critical business documents.

• Invoice and receipt capture for marketing and creative spend tracking

  Data flow: Azure AI Document Intelligence to MediaValet

  Marketing teams often manage a large volume of invoices, receipts, and proof-of-purchase documents tied to campaigns, agencies, and production work. Azure AI Document Intelligence can extract supplier details, invoice numbers, amounts, and dates, then attach the documents and metadata to campaign folders in MediaValet. This gives finance and marketing operations a centralized view of supporting documentation for audits and budget reconciliation.

  Business value: Speeds up expense validation, improves audit readiness, and links financial records to campaign assets.

• Automated classification of compliance documents and policy acknowledgements

  Data flow: Azure AI Document Intelligence to MediaValet

  Organizations can use Azure AI Document Intelligence to process policy acknowledgements, regulatory filings, and compliance forms, extracting fields such as employee name, department, submission date, and document category. MediaValet can then store these records in restricted collections with role-based access and audit trails. Compliance, HR, and legal teams can quickly retrieve the latest approved version and demonstrate document handling controls.

  Business value: Strengthens compliance governance and reduces the risk of misplaced or misclassified records.

• Centralized repository for customer onboarding and account opening documents

  Data flow: Azure AI Document Intelligence to MediaValet

  For onboarding workflows that involve application forms, identity documents, tax forms, and supporting attachments, Azure AI Document Intelligence can extract applicant data and document attributes. MediaValet can then organize the source files into secure customer or case folders, making them available to operations, compliance, and service teams. This is especially useful in regulated industries where document traceability and controlled sharing are required.

  Business value: Improves onboarding turnaround time and creates a searchable, auditable document archive.

• Metadata enrichment for brand and campaign asset libraries

  Data flow: Azure AI Document Intelligence to MediaValet

  Campaign briefs, media plans, production estimates, and creative request forms can be processed in Azure AI Document Intelligence to extract project names, launch dates, regions, product lines, and approval status. That metadata can be written into MediaValet alongside related creative assets, making it easier for marketing teams to find the right files by campaign, market, or launch phase.

  Business value: Improves asset discoverability and aligns creative files with operational context.

• Document-driven approval workflows for regulated content

  Data flow: Bi-directional

  Azure AI Document Intelligence can extract approval-related information from forms or supporting documents, while MediaValet manages the approved asset versions and controlled distribution. For example, a product label, packaging proof, or regulated brochure can be reviewed alongside the source documentation, with extracted data used to route the file to the correct approver. Once approved, MediaValet becomes the system of record for the final version and associated evidence.

  Business value: Reduces approval delays and ensures the final asset is tied to the supporting documentation required for governance.

• Searchable archive for operational documents linked to business systems

  Data flow: Azure AI Document Intelligence to MediaValet, with downstream use in other systems

  Organizations can process high-volume operational documents such as shipping forms, service reports, inspection records, or claims paperwork in Azure AI Document Intelligence, then store the original files and extracted metadata in MediaValet. The DAM becomes a secure archive that can be referenced by ECM, CRM, or ERP workflows through OneTeg integration, enabling teams to locate documents by case number, customer, location, or transaction ID.

  Business value: Creates a unified document archive that supports operations, customer service, and analytics.

• Version-controlled storage for annotated document sets and evidence packs

  Data flow: Azure AI Document Intelligence to MediaValet

  For audits, investigations, or due diligence, Azure AI Document Intelligence can extract key fields from supporting documents and help assemble evidence packs with consistent metadata. MediaValet can then manage the full set of files, including revisions, annotations, and access permissions, so audit teams and external reviewers only see the approved package. This is useful for finance, legal, quality, and internal audit functions.

  Business value: Simplifies evidence management and improves control over sensitive document collections.