Onboarding a new supplier still means someone on your team chasing forms, opening PDFs one by one, and retyping details into a spreadsheet. Compliance certificates get saved in the wrong place or quietly expire without anyone noticing. Then a client or an auditor asks for proof, and the scramble begins. This system reads every document a supplier sends, checks it, and files it automatically, so onboarding runs itself and your records stay audit-ready.
What You Get:
- An intelligent document processing pipeline built inside your own n8n workspace that reads incoming supplier forms and compliance documents automatically
- Field-level extraction powered by AWS Textract, which pulls company details, bank information, registration numbers, and certificate dates from PDFs and scans
- Validation rules that check each document for completeness, correct format, and expiry, then flag anything that fails before it reaches your team
- Automatic filing into a structured SharePoint library, so every supplier record sits in a consistent and findable place
- Expiry monitoring that watches certificate dates and raises a reminder in good time before anything lapses
- A missing-document tracker that shows at a glance which suppliers are fully onboarded and which still owe paperwork
- A handover session with written documentation, so your team can run and extend the system without depending on me
The Benefits to You:
- Onboarding a supplier stops consuming hours of manual data entry and becomes a process that mostly runs itself
- Compliance documents are validated and filed correctly every time, which removes the gaps that tend to surface during an audit
- Expiry reminders mean certificates are renewed before they lapse rather than after a problem appears
- A consistent SharePoint structure makes any supplier record easy to retrieve the moment a client or auditor asks
- Your team is freed from repetitive document handling and can focus on the relationship rather than the admin
- Clear documentation and a proper handover mean the pipeline keeps delivering long after the build is finished
Send a few sample supplier documents and the checklist you onboard against, and we will build a pipeline that reads, checks, and files them for you. Ongoing rule updates and new document types can be added on request.