ConnectedAutomation
Turn supplied files into useful structured input.
Hand selected uploads to a configured OCR or transcription service, then save reviewed results beside the source record.
A complete worked example
Collect a document, then send it to a specialist processor.
Operations collects supplier sheets in Fermium and has an authorized extraction service available. The team wants source-linked results and uncertainty made visible.
Fictional project and sample data. This preview does not submit, publish, or change access.
Operations and authorized processor · illustrative result
From uploaded sheet to reviewable data
Illustrative result from an external processor, written back through its authorized connection.
- Source
- supplier-sheet.pdf · version 1
- Processing state
- Completed with a field to review
| Field | Extracted value | Review |
|---|---|---|
| Supplier | North Studio | Ready to verify |
| Product | Desk organizer | Ready to verify |
| Product code | NS-10? | Uncertain character |
The file handoff matters
The event carries a reference to the original. The external runner needs an explicitly authorized way to fetch it, performs extraction, and writes results with a source reference. Credentials stay in the runner's secret storage.
What the recipient can access
The selected original and extracted fields permitted for this service.
Kept out of this handoff
Other uploads, unrelated records, and processor credentials.
How it runs
- Collect the originalsSave the files and the information that identifies the submission.
- Process in the connected serviceUse an explicitly authorized file transfer and store credentials outside published source.
- Review and save the resultValidate the extraction, write permitted fields back, and preserve provenance.
- You getSource-linked extracted data with processing status and failures visible to the team.
A prompt to start with
Copy this into your AI tool after connecting it to Fermium. Replace the bracketed details and let it ask for the context it needs.
Design a processing handoff for [file field] using [authorized extraction service]. Specify how the service receives private files, prevent duplicate processing, and save results with source references and processing status. Keep credentials in the external runner and flag uncertain output for human review.
What this workflow needs
OCR, transcription, file transfer, callbacks, and write-back logic require a separately configured service or custom runner. They are not native file-search behavior.
Does a webhook include the original file?
No. The receiver gets file references. Design an authenticated way to fetch or receive the permitted originals.