Solution fit

Choose the right kind of solution—not the loudest vendor claim.

Different tools solve different jobs. Use this guide to see when OCR, document chat, a narrow custom automation, or Minervaly is the better fit.

OCR and extraction

Choose OCR for simple, stable extraction.

Best when the job is to pull known fields from predictable documents and hand the result to another system or person.

Choose this when

  • Documents follow a stable layout or template
  • You mainly need text, tables or field extraction
  • Little or no cross-document reasoning is required
  • A person or downstream system already owns the decision

Choose something else when

  • The process needs several source documents together
  • Rules, exceptions and human review are part of the outcome
  • You need a reusable, auditable workflow rather than a one-off extract

Copilot or document chat

Choose document chat for individual assistance.

Best for ad hoc questions, drafting help and personal productivity against documents a person already has open.

Choose this when

  • A person needs quick answers or drafting help
  • The work is exploratory rather than a recurring operation
  • Each session can start from scratch
  • Formal audit of every decision is not required

Choose something else when

  • The same process repeats with controlled inputs and outputs
  • Exceptions must be reviewed against rules before acceptance
  • You need a reusable configuration across cases and teammates

Narrow custom automation

Choose custom automation for one tightly bounded process.

Best when a single, stable process can be scripted or integrated without becoming a broader document-operations foundation.

Choose this when

  • One process is clearly defined and unlikely to expand soon
  • Inputs, systems and outputs are already stable
  • A dedicated integration is cheaper than a reusable product foundation
  • You do not need shared review, reuse and audit across workflows

Choose something else when

  • Several related document workflows will follow
  • You need source-linked results, exceptions and human review as a pattern
  • Reuse across processes matters more than a one-off script

Minervaly

Choose Minervaly for recurring document operations.

Best when the work needs multiple documents, rules, exceptions, human review, reusable configuration and an audit trail.

Choose this when

  • The workflow recurs and mistakes are expensive
  • Several documents must be checked together
  • People must review exceptions before a result is final
  • You want one product foundation you can reuse on the next process

Choose something else when

  • A simple OCR extract already finishes the job
  • Ad hoc chat is enough for occasional questions
  • A single custom automation covers a process that will stay narrow

Minervaly is not the right answer for every document problem. If a simpler tool already finishes the job cleanly, start there.

Still deciding whether your workflow fits?

Describe one recurring process. We reply within two business days with a clear fit assessment—not a calendar push.

Evaluate your workflowExplore Minervaly