How to Instantly Classify Any Document Type with Document AI

TL;DR

1. Docsumo’s AI AutoClassifier detects and classifies documents automatically.
2. Works with both general and custom document types, such as W—2s or payslips.
3. No manual sorting: upload, classify, and process in one flow.
4. Easily correct or review classifications when needed.
5. Set up in minutes, scale across teams instantly.

If your team still manually sorts PDFs, invoices, or forms before processing them, you’re losing hours every week and risking errors. That’s where AI-based document classification steps in.

With Docsumo’s AutoClassifier, operations and data teams can instantly detect, classify, and route documents without lifting a finger.

This guide addresses key questions about how the feature works and how your team can utilize it to achieve faster, more intelligent workflows.

1. What is the AI AutoClassifier in Docsumo?

A: It’s a document AI model that automatically detects the type of document, such as invoices, tax forms, or payslips, when you upload it. No templates, no naming conventions, just intelligent classification.

2. Where can I find this feature in Docsumo?

A: Go to Add Document Type and search for "AI AutoClassifier" or navigate to the Model Hub. You’ll find the classifier model ready to enable and customize. For a step-by-step walkthrough, check out the demo video to get started quickly.

3. How do I set it up for the first time?

A: You can duplicate an existing classification model and rename it, say "Demo Classifier." Choose between General or Custom classification modes based on your needs.

4. What’s the difference between General and Custom classification?

A: General classification applies to documents across all supported types in Docsumo's Model Hub, whereas custom classification limits classification to only the document types you select, such as invoices, W-2s, or insurance forms.

5. Which document formats can I use with this classifier?

A: Anything from invoices, Accord forms, W2s, tax documents, to payslips. You can also create your own custom document types if it’s not available out of the box.

6. How accurate is the classification?

A: Docsumo accurately classifies mixed document uploads into their correct types during testing. You can review results instantly and make corrections if needed, ensuring data quality.

7. Can I classify documents not supported by default?

A: Yes. Create a new document type (e.g., payslip) and upload the relevant documents. The system will automatically start recognizing and classifying them into that new category.

8. Can I correct misclassified documents?

A: Absolutely. If a document is misclassified, just select it and reassign it to the correct category. This also helps improve model learning over time.

9. Is document review supported before processing?

A: Yes. You can preview, validate, or adjust classified files in the review tab before pushing them into any downstream workflows.

10. Why does classification matter in automation workflows?

A: Proper classification is the first step to full automation. It helps route documents to the correct data models, ensures accurate field mapping, and initiates tailored workflows without requiring human intervention.

With AI-powered classification, you no longer need to label or separate files manually. Whether you’re processing a batch of invoices or building a finance automation stack, the AI AutoClassifier adapts to your setup.

Final Thought

Document classification may seem like a small step, but it has a massive impact on the speed and accuracy of your entire workflow. By using AI-powered tools like Docsumo’s AutoClassifier, your team can eliminate repetitive tasks, reduce human error, and process documents at scale without bottlenecks.

Try Docsumo today and see how AI can instantly transform your document workflows, book a demo now.