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Effortless Onboarding: Automating Document Collection with Talkpush’s OCR and Autoflow
Effortless Onboarding: Automating Document Collection with Talkpush’s OCR and Autoflow

Beyond the paper chase: Combine Autoflow's Automation with AI OCR-Powered Document Collection to save time chasing after missing documents

Carolina Navarro avatar
Written by Carolina Navarro
Updated over 3 months ago

It's no secret that the period following onboarding can sometimes be bogged down with the cumbersome task of Document Collection, which often takes up more time than we'd like. Finding a smoother, quicker way to handle this necessary step can mean more time to focus on what truly matters: helping new employees settle in and thrive.

With the assistance of Talkpush's AI-powered OCR Document Verification system, onboarding documents can be easily recognized and verified. In cases where documents are illegible, inaccurate, or have not yet been uploaded, Autoflow seamlessly steps in. Identifying these discrepancies and automatically contacting candidates through various channels to upload or update the documents, thus guaranteeing a smooth and comprehensive completion of the onboarding process.

You can automatically message candidates via WhatsApp, Facebook, email, or SMS. Use your hire's favorite channel and let Autoflow do the rest.

How to set it up

Set up an Autoflow Rule that triggers whenever the document status is "Error, Not a Match, Partial Match' and configure a message to reach out to the candidate requesting them to re-upload the document.

This configuration can be seen in the image below (folder, document types, and messages will change based on each client's configurations and needs).

Below is a basic Workflow proposal showing a new hire's onboarding process using OCR document verification and Autoflow.


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