OpenText Workflow Service - Google Document AI Integration and Automation

Common Integration Use Cases Between OpenText Workflow Service and Google Document AI

1. Intelligent invoice intake and approval routing

Flow: Google Document AI ? OpenText Workflow Service

Google Document AI extracts invoice data such as vendor name, invoice number, line items, tax, and totals from scanned or emailed invoices. OpenText Workflow Service then routes the invoice through the correct approval path based on amount, cost center, vendor status, or exception rules.

• Reduces manual data entry and rekeying errors
• Speeds up AP processing and approval turnaround
• Supports exception handling for mismatched PO, duplicate invoices, or missing fields

2. Claims document classification and case initiation

Flow: Google Document AI ? OpenText Workflow Service

For insurance or service claims, Google Document AI classifies incoming documents such as claim forms, receipts, medical reports, or supporting evidence. OpenText Workflow Service creates and manages the claim case, assigning tasks to adjusters, reviewers, or compliance teams based on document type and extracted attributes.

• Accelerates claim setup and triage
• Improves consistency in case handling
• Enables faster assignment of work to the right team

3. Contract review and obligation tracking

Flow: Google Document AI ? OpenText Workflow Service

Google Document AI extracts key contract terms such as parties, effective dates, renewal clauses, payment terms, and termination conditions. OpenText Workflow Service uses those fields to launch review, approval, and renewal workflows, and to trigger reminders for upcoming obligations or expirations.

• Reduces time spent reviewing long agreements
• Improves visibility into critical contract dates
• Supports legal, procurement, and business owner collaboration

4. Customer onboarding document verification

Flow: Google Document AI ? OpenText Workflow Service

During customer onboarding, Google Document AI extracts and validates information from identity documents, tax forms, proof of address, and registration documents. OpenText Workflow Service orchestrates the onboarding checklist, routes exceptions for manual review, and tracks completion across compliance, operations, and sales support teams.

• Shortens onboarding cycle time
• Improves compliance with KYC and due diligence requirements
• Creates a clear audit trail for each onboarding case

5. Mailroom and correspondence triage

Flow: Google Document AI ? OpenText Workflow Service

Google Document AI processes incoming mail, forms, and correspondence by identifying document type and extracting key details. OpenText Workflow Service then routes each item to the correct department, creates a case, and assigns follow-up tasks based on urgency, subject, or customer account.

• Eliminates manual sorting of high-volume inbound documents
• Improves response times for customer and internal requests
• Ensures accountability for every incoming item

6. Compliance evidence collection and review

Flow: Google Document AI ? OpenText Workflow Service

For audits and regulatory reviews, Google Document AI extracts evidence from policies, reports, certificates, and signed forms. OpenText Workflow Service manages the evidence collection workflow, assigns reviewers, tracks missing items, and escalates overdue submissions.

• Streamlines audit preparation
• Improves completeness and traceability of evidence packs
• Reduces risk of missed deadlines and incomplete submissions

7. Bi-directional exception handling for document-driven processes

Flow: OpenText Workflow Service ? Google Document AI and Google Document AI ? OpenText Workflow Service

OpenText Workflow Service can send low-confidence or exception documents to Google Document AI for deeper extraction and classification. After processing, Google Document AI returns structured data and confidence scores to OpenText Workflow Service, which then decides whether to auto-approve, request human review, or escalate.

• Improves straight-through processing rates
• Focuses human effort on exceptions only
• Creates a controlled review loop for complex documents

8. Supplier onboarding and master data validation

Flow: Google Document AI ? OpenText Workflow Service

Google Document AI extracts supplier details from W-9s, tax certificates, bank letters, and registration documents. OpenText Workflow Service orchestrates validation, approval, and master data creation steps across procurement, finance, and compliance teams.

• Speeds up supplier setup
• Reduces risk from incomplete or inaccurate vendor records
• Improves cross-functional coordination and auditability