Clustdoc integrates several artificial intelligence features to automate application analysis, accelerate process configuration, and improve communication with your clients.
These tools help save time, reduce manual tasks, and make it easier to use the data contained in documents and applications.
Clustdoc AI features are available on request and are not enabled by default.
We do not use customer data to train any AI models. Your data remains strictly isolated and is only processed to deliver the requested functionality within your environment.
For clients who wish to use AI features, activation requires the explicit connection of your own AI provider account and credentials.
To learn how to add it, please refer to our dedicated article on adding your AI service.
You remain in full control of whether AI is enabled in your processes at any time.
Feature | Category | Benefit |
AI Agent | Application Analysis | Allows you to analyze an application without manually reviewing all its steps |
Content generation | Automated communication | Allows you to generate or improve messaging whether used in notifications, instructions, or welcome messages |
AI-powered custom conditions | Process configuration | Allows you to automatically create rules and conditions within a process by describing the desired logic in natural language |
Data extraction | Document analysis | Allows you to automatically extract key information from documents submitted during onboarding |
1. AI Agent
The AI Assistant is available directly on your application page. It allows you to ask questions about this application and receive instant answers without searching.
This enables you to analyze an application quickly without manually reviewing every step, document, or field.
Examples
Identify missing documents
Check pending items
Understand the overall status of an application
Identify important dates
Summarize the progress of an application
👉 If you want to learn more about the AI Assistant, read this article.
2. Content Generation
Within text fields (emails, notifications, step instructions, welcome messages), Clustdoc lets you use AI to generate or refine your content.
This helps your team communicate faster, with clearer and more consistent messaging.
Examples
Generate an email requesting missing documents
Simplify a message sent to a client
Rephrase text to make it more professional
Shorten or expand an existing message
👉 If you want to learn more about the Content Generation, read this article.
3. AI-Powered Custom Conditions
Clustdoc allows you to create rules or conditions driving your process logic, with a prompt. Simply describe the desired logic, and let AI generates the applicable condition within your workflows.
This will be helpful to teams needing to apply complex rules throughout their processes.
Examples
Instead of building your conditions from scratch, you can tell Clustdoc AI to:
request a document only if the client is B2B
send an email depending on the client's country
apply specific scoring based on a certain criteria
👉 If you want to learn more about the AI-powered custom conditions, read this article.
4. Automatic Data Extraction from Documents
Clustdoc AI can automatically extract specific information from submitted documents. The extracted data is displayed on the side panel for the related step.
Key information becomes immediately accessible without having to open and read each document.
The extracted information can also be used as merge fields elsewhere in your workflow.
Examples
Extract the name and date of birth from an ID card
Extract the IBAN from a bank document
Extract the address from a proof of residence
Extract information from a KBIS document
👉 If you want to learn more about the Data extraction, read this article.