IDP · Intelligent Document Processing

    Turn unstructured documents into usable data in under 15 minutes.

    Set up document extraction without any line of code. You can even train extraction live by sharing your screen and explaining (with voice) what to extract—HEIDI turns human expertise into repeatable automation.

    Train IDP by showing, not coding

    Share your screen, point out the fields, and explain what matters. HEIDI learns what to extract from unstructured documents—based on live, captured expertise.

    Screen share · IDP trainingHEIDI
    https://portal.company.com/invoices/view/1042

    Invoice

    INV-2025-1042

    Date

    2025-01-09

    Supplier

    ACME Corporation

    Amount

    $5,040.00

    Due Date

    2025-02-08

    PO Number

    PO-7781-2025

    Line Items

    Professional Consulting12 hrs$1,440
    Data Processing3 days$2,700
    Support Retainer1 unit$900

    Voice instructions

    “Extract supplier name, invoice number, total amount, due date — and flag if PO number is missing.”

    HEIDI is listening and analyzing the screen

    Document

    Invoice.pdf

    IDP Preview

    Bill To

    ACME Corporation

    123 Business Ave, Suite 400

    San Francisco, CA 94105

    Invoice

    INV-2025-1042

    Date: 2025-01-09

    From

    Tech Services Inc.

    support@techservices.com

    Payment Terms

    Net 30

    Due: 2025-02-08

    DescriptionQtyRateAmount
    Professional Consulting Services12$120.00$1,440.00
    Data Processing & Analysis3$900.00$2,700.00
    Technical Support Retainer1$900.00$900.00
    Cloud Infrastructure2$450.00$900.00
    Security Audit1$1,200.00$1,200.00
    Total Amount Due$7,140.00

    Purchase Order

    PO-7781-2025

    Currency

    USD (US Dollar)

    Payment instructions: Wire transfer to account ending in 7892. Reference invoice number in memo field.

    Step 1Share your screen

    Open the document and show where the information lives.

    Step 2Explain what to extract (with voice)

    Describe the fields you want (e.g., supplier, amount, dates, IDs).

    Step 3HEIDI configures the extraction

    HEIDI sees and understands the screen and sets up extraction from your expertise.

    Step 4Validate once, reuse everywhere

    Confirm output once, then reuse it in Automation and across your operations.

    What business teams get

    • Less manual copy/paste from documents
    • Fewer mistakes from inconsistent interpretation
    • Faster handoffs between departments
    • A stronger foundation for HEIDI and Automation

    Common starting documents

    Invoices · Contracts · Forms · Emails · PDFs

    Q&A

    Frequently asked questions

    Learn more about how Process Designer works and how it can help your organization.