AI TOOLS -
AI OCR
From a received document to information ready to work with in Zoho. AI OCR reads photos and PDF files, identifies the data your process needs, and turns it into structured information inside Zoho CRM or Zoho Desk.
Documents to data
When documents arrive, someone has to turn them into data
Forms, receipts, requests, and other documents can arrive as photos or PDF files attached to a ticket.
Even when the information is there, the team still needs to open the file, locate the relevant data, and enter it into the system before continuing the process.
As volume grows, this manual task consumes time and can delay the handling of each case.
AI OCR automates the step between the received document and the record the workflow needs.
Step by step
From file to record in Zoho
01
Receive the document
The user attaches a photo or PDF to the ticket as part of the usual process.
02
Read the information
AI OCR analyzes the document and identifies the fields the workflow needs.
03
Structure the data
The extracted information is no longer only inside the file and is organized into the corresponding fields.
04
Update Zoho
The data obtained is used to complete or update the corresponding record in Zoho CRM or Zoho Desk.
The team can continue working with the information directly from Zoho.
Document automation
Less manual load in document-based processes
Avoid transcribing information
The required data is extracted directly from the received file.
Speed up processing
The record can be completed without manually reviewing and moving each data point.
Keep information inside the process
The extracted data remains available in CRM or Desk to continue the workflow.
Adapt to the fields you need
Extraction is configured according to the information required by each process.
Use cases
Where it can be used
AI OCR is designed for processes where received documents must become structured data before work can continue.
For example:
Receiving forms
Processing requests
Documentation attached to tickets
Recording information sent in PDF
Capturing data from photos
Document intake and validation processes
More than reading
It is not only about reading a document
Traditional OCR
A traditional OCR can recognize the content of an image.
AI OCR oriented to the process
AI OCR is oriented toward using that information inside a process: it identifies the required fields and updates the corresponding record in Zoho.
The goal is for the received document not to create another manual data-entry task for the team.
→
Ideal companies
For organizations that need to turn documents into usable fields
Receive a frequent volume of photos or PDFs.
Manually move data from documents into Zoho.
Manage document-based processes from Zoho Desk or Zoho CRM.
Need to convert unstructured information into usable fields.
Want to speed up document intake and validation processes.
From document to process, without entering the information again
InterConnecta configures AI OCR according to the documents the organization receives, the data it needs to extract, and the fields that must be completed in Zoho CRM or Zoho Desk.
Does your team still open documents to manually copy their data into Zoho?
AI TOOLS -
AI OCR
From a received document to information ready to work with in Zoho. AI OCR reads photos and PDF files, identifies the data your process needs, and turns it into structured information inside Zoho CRM or Zoho Desk.
Documents to data
When documents arrive, someone has to turn them into data
Forms, receipts, requests, and other documents can arrive as photos or PDF files attached to a ticket.
Even when the information is there, the team still needs to open the file, locate the relevant data, and enter it into the system before continuing the process.
As volume grows, this manual task consumes time and can delay the handling of each case.
AI OCR automates the step between the received document and the record the workflow needs.
Step by step
From file to record in Zoho
01
Receive the document
The user attaches a photo or PDF to the ticket as part of the usual process.
02
Read the information
AI OCR analyzes the document and identifies the fields the workflow needs.
03
Structure the data
The extracted information is no longer only inside the file and is organized into the corresponding fields.
04
Update Zoho
The data obtained is used to complete or update the corresponding record in Zoho CRM or Zoho Desk.
The team can continue working with the information directly from Zoho.
Document automation
Less manual load in document-based processes
Avoid transcribing information
The required data is extracted directly from the received file.
Speed up processing
The record can be completed without manually reviewing and moving each data point.
Keep information inside the process
The extracted data remains available in CRM or Desk to continue the workflow.
Adapt to the fields you need
Extraction is configured according to the information required by each process.
Use cases
Where it can be used
AI OCR is designed for processes where received documents must become structured data before work can continue.
For example:
Receiving forms
Processing requests
Documentation attached to tickets
Recording information sent in PDF
Capturing data from photos
Document intake and validation processes
More than reading
It is not only about reading a document
Traditional OCR
A traditional OCR can recognize the content of an image.
AI OCR oriented to the process
AI OCR is oriented toward using that information inside a process: it identifies the required fields and updates the corresponding record in Zoho.
The goal is for the received document not to create another manual data-entry task for the team.
→
Ideal companies
For organizations that need to turn documents into usable fields
Receive a frequent volume of photos or PDFs.
Manually move data from documents into Zoho.
Manage document-based processes from Zoho Desk or Zoho CRM.
Need to convert unstructured information into usable fields.
Want to speed up document intake and validation processes.
From document to process, without entering the information again
InterConnecta configures AI OCR according to the documents the organization receives, the data it needs to extract, and the fields that must be completed in Zoho CRM or Zoho Desk.
Does your team still open documents to manually copy their data into Zoho?
AI TOOLS -
AI OCR
From a received document to information ready to work with in Zoho. AI OCR reads photos and PDF files, identifies the data your process needs, and turns it into structured information inside Zoho CRM or Zoho Desk.
Documents to data
When documents arrive, someone has to turn them into data
Forms, receipts, requests, and other documents can arrive as photos or PDF files attached to a ticket.
Even when the information is there, the team still needs to open the file, locate the relevant data, and enter it into the system before continuing the process.
As volume grows, this manual task consumes time and can delay the handling of each case.
AI OCR automates the step between the received document and the record the workflow needs.
Step by step
From file to record in Zoho
01
Receive the document
The user attaches a photo or PDF to the ticket as part of the usual process.
02
Read the information
AI OCR analyzes the document and identifies the fields the workflow needs.
03
Structure the data
The extracted information is no longer only inside the file and is organized into the corresponding fields.
04
Update Zoho
The data obtained is used to complete or update the corresponding record in Zoho CRM or Zoho Desk.
The team can continue working with the information directly from Zoho.
Document automation
Less manual load in document-based processes
Avoid transcribing information
The required data is extracted directly from the received file.
Speed up processing
The record can be completed without manually reviewing and moving each data point.
Keep information inside the process
The extracted data remains available in CRM or Desk to continue the workflow.
Adapt to the fields you need
Extraction is configured according to the information required by each process.
Use cases
Where it can be used
AI OCR is designed for processes where received documents must become structured data before work can continue.
For example:
Receiving forms
Processing requests
Documentation attached to tickets
Recording information sent in PDF
Capturing data from photos
Document intake and validation processes
More than reading
It is not only about reading a document
Traditional OCR
A traditional OCR can recognize the content of an image.
AI OCR oriented to the process
AI OCR is oriented toward using that information inside a process: it identifies the required fields and updates the corresponding record in Zoho.
The goal is for the received document not to create another manual data-entry task for the team.
→
Ideal companies
For organizations that need to turn documents into usable fields
Receive a frequent volume of photos or PDFs.
Manually move data from documents into Zoho.
Manage document-based processes from Zoho Desk or Zoho CRM.
Need to convert unstructured information into usable fields.
Want to speed up document intake and validation processes.
From document to process, without entering the information again
InterConnecta configures AI OCR according to the documents the organization receives, the data it needs to extract, and the fields that must be completed in Zoho CRM or Zoho Desk.
Does your team still open documents to manually copy their data into Zoho?