AI SmartDoc

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Articles

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AI SmartDoc — What It Does and How It Works

AI SmartDoc is Remindax's automated document intake. You upload a document (PDF, DOCX, JPG, PNG), SmartDoc extracts the key fields — title, expiry date, document type, plus relevant custom fields — and pre-fills a new reminder for you. Instead of typing every field for every renewal, SmartDoc gets the data off the page. Documents are processed by OpenAI as part of the extraction.

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How to Use AI SmartDoc to Create a Reminder

Open AI SmartDoc, drag-and-drop or browse to choose your file, and click Scan with AI. SmartDoc returns an extraction result with a confidence percentage. Review the new reminder form (which is pre-filled below the result), click Apply to commit the SmartDoc data into the form, adjust anything wrong, then Save to create the reminder. The original file is automatically attached.

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Reviewing SmartDoc Results

After SmartDoc scans your document, the page shows an extraction result with a confidence percentage and the standard new reminder form pre-filled below. Click Apply to commit SmartDoc's data into the form, then review every field — title, expiry date, document type, notes, tags, custom fields — and adjust anything wrong before clicking Save. The review uses the normal reminder form, not a separate side-by-side panel.

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Getting the Most Out of AI SmartDoc

SmartDoc works best on clean, single-document PDFs with predictable layouts. Good scans, native PDFs (over image-based PDFs), tight cropping, and consistent document type names all improve accuracy. Use SmartDoc for routine, high-volume document intake; use manual reminder creation for one-off items where typing is faster than reviewing extraction. Watch your monthly token budget — heavy users can hit the cap.