Back to FAQ

API workflows

What is API-first document intake?

API-first document intake is a workflow where documents enter through an API or portal, then move through extraction, validation, review, and export automatically.

Short answer

API-first document intake is a workflow where documents enter through an API or portal, then move through extraction, validation, review, and export automatically.

What this means in practice

Instead of collecting files in email or shared folders, the application assigns each upload to a tenant, case, checklist item, schema, and downstream workflow.

This pattern is useful for onboarding, lending, claims, accounting, procurement, and compliance workflows where documents block a decision.

Related Cogneris resources