What is Intelligent Document Processing?
IDP is more than just data capture. It combines the strengths of OCR, PDF automation, and AI to help bots work with any document, whether it’s a digital form or a manually filled one. You can extract the entire document, pick specific fields or tables, capture highlighted content, or even use plain-language prompts to pull exactly the data you need.
Supported file formats : PDF, PNG, JPG, JPEG, and WebP
Examples of what IDP can handle:
Pull payment terms and renewal dates from contracts
Identify names, dates, and IDs from forms or resumes
Extract structured data from tables, invoices, and reports
Smart features for intelligent data extraction
Prompt-based text extraction
Perfect for
Documents where you want the AI to follow simple instructions, like “Get payment due” or “Highlight key skills”.
How it works
Type your instruction, and the AI extracts exactly what you need.
Region-based data extraction
Perfect for
Extracting data from a defined area in a document such as a field, header, table, or block of text.
How it works
Select the area you want to capture. The IDP engine analyses the region and uses OCR to read the content and automatically convert it into structured, usable data.
Document-wide data extraction
Perfect for
Full-page PDFs, scanned forms, or long reports
How it works
Upload your document, and the bot reads everything to provide complete, structured data.
Key scenarios for Intelligent Document Processing (IDP)
With IDP, automation moves beyond simple extraction to real decision-making:
Finance automation
Pull line items, totals, and vendor details from invoices, validate them against purchase orders, and sync them with your ERP.
Proactive contract monitoring
Detect renewal dates and obligations in hand-written contracts, then auto-trigger reminders, alerts, or approval workflows before deadlines.
Recruitment efficiency
Summarize resumes to highlight skills, roles, and experience, and update candidate profiles in your ATS automatically.
Customer onboarding
Read customer details from scanned ID documents, verify them, and auto-fill onboarding forms in your CRM.
AI, OCR, and NLP working together
OCR & PDF automation
- Works with both text-based and printed digital documents
- Handles structured, semi-structured, and tabular layouts (like invoices and forms)
- Flexible enough to extract single fields or repeating rows
- Can pull data from the entire document, specific areas, or simple key-value pairs such as “Name → John Doe” or “Invoice Total → $1,200”
AI and NLP intelligence
- Understands the meaning and intent behind the text
- Follows plain-language prompts like “Summarize this” or “Extract invoice total”
- Captures context even when document formats change
- Learns and adapts to handle documents more accurately
Why IDP is better with Zoho RPA
Context-aware automation
Workflows stay stable even when document layouts change.
Natural language queries
Ask for the data you need in plain English, no training required.
High accuracy
Extract data intelligently and accurately, minimizing errors.
Secure and compliant
Safeguard sensitive data with built-in security and compliance.
Try IDP in 3 steps
Get a demo1. Upload a file
PDF, scanned image, or document
2. Define your intent
Full document, specific field, or NLP prompts for AI to extract data
3. Put data to work
Push data to CRMs, trigger approvals, or update records instantly
Start automating now
Upload your first document and see intelligent processing in action.
Try for freeFrequently asked questions
What kind of documents does Zoho RPA support?
Zoho RPA works with a wide range of documents, including invoices, contracts, resumes, ID cards, emails, and many others. It supports multiple file formats, like PDF, PNG, JPG, JPEG, and WebP, making it flexible for most business needs.
Can it read handwritten text?
Yes, IDP can read and process handwritten text along with printed and digital documents, allowing you to extract data from almost any source.
How do I extract the data I need?
You can extract data from the entire document, or you can give instructions in plain, natural language, and the AI will follow your guidance to extract exactly the information you want.
Do I need coding knowledge to use this?
No, you don’t need any coding knowledge. Everything can be configured visually or through easy-to-understand prompts, allowing anyone to automate document processing efficiently.