Building AI Agents | Part 8: Processing Document Bundles & Complex Tables

Struggling with tabular data locked in PDFs or complex workflows involving multiple related files? In Part 8 of our series, we unlock one of V7 Go's most powerful features: Collections. Learn how to build sophisticated agents that can process document bundles and extract table-like data with ease. This video breaks down the two primary use cases for Collections: - Processing Document Bundles: See how an agent can ingest a bundle of related files for a single case—like a Real Estate Insurance Escrow involving Repair Estimates, Inspection Reports, PCAs, and Insurance Claims—and intelligently process them as a unified whole. Discover how to use filters to apply specific logic to the correct document within the bundle. - Extracting Tabular Data: Watch as we build an agent to handle Construction Bid Comparisons. The agent takes a bundle of contractor bids, extracts all the line items from each into a structured table, and then compares them side-by-side to determine the winning bid based on project scope and pricing. We also show you how to build a collection property from scratch, giving you the foundation to handle complex, multi-document, and tabular data challenges in your own business. 0:00 - Introduction to Collections 0:20 - Two Core Use Cases: Tabular Data & Document Bundles 0:29 - Use Case 1: Processing Document Bundles (Insurance Escrow) 0:51 - Classifying & analyzing multiple, related files in one workflow 1:15 - Using Filters to target specific document types within a bundle 2:00 - Use Case 2: Extracting Tabular Data (Construction Bid Comparison) 2:26 - Ingesting a bundle of contractor bids for analysis 2:48 - Extracting bid line items into a structured table 3:16 - How to Build a Collection-Based Agent From Scratch 4:47 - Key Takeaways for Building with Collections Find out more on how V7 Go's AI Agents can help your business: https://www.v7labs.com/go/agents Learn more about V7 - https://www.v7labs.com Follow us on LinkedIn: https://www.linkedin.com/company/v7labs/ Follow us on X (formerly Twitter): https://twitter.com/V7Labs #DataExtraction #AIagents #DocumentProcessing #TabularData #RealEstateTech #ConstructionTech #Insurtech #V7Go #AgenticAI #WorkAutomation #GenerativeAI