Build a Custom Document Processing AI Agent: A Step-by-Step Tutorial with ECOA AI Platform ACP
Every team I’ve worked with has faced the same problem: mountains of PDFs, scanned invoices, and contracts that need manual data extraction. It’s tedious. It’s error-prone. And it’s a massive time sink.
You could throw a generic OCR solution at it. But that won’t handle edge cases, validation, or multi-page documents with inconsistent formatting. What you actually need is a custom AI agent that understands your specific document types, validates the extracted data, and fixes mistakes automatically.
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That’s exactly what we’ll build today using the ECOA AI Platform ACP (Agent Coordination Platform). This isn’t some toy demo. We’re going to build a production-ready document processing agent that:
- Extracts structured data from invoices and contracts
- Validates fields against business rules
- Auto-corrects common OCR errors
- Routes ambiguous cases to a human reviewer
Let’s get our hands dirty.
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Why ECOA ACP for Document Processing?
Most agent frameworks force you to handle state management, retry logic, and error recovery yourself. That’s a lot of boilerplate. ECOA ACP handles all of that out of the box, so you can focus on the actual business logic.
More importantly, it comes with built-in support for multi-step workflows with human-in-the-loop approval. That’s critical for document processing where you can’t afford 100% automation mistakes.
Here’s what we’ll use:
- ECOA ACP Orchestrator – manages the agent lifecycle
- Document Parser Agent – extracts text and tables from PDFs
- Validation Agent – checks extracted data against rules
- Correction Agent – applies OCR fixes using LLM reasoning
- Human Review Queue – for ambiguous or high-value documents
Architecture Overview
User Upload (PDF/Image)
↓
[Document Parser Agent] → raw text + tables
↓
[Validation Agent] → field-by-field checks
↓
[Correction Agent] → auto-fix known issues
↓
[Human Review] ← only if confidence < 0.85
↓
Structured JSON output
The whole pipeline runs as a single agent workflow in ECOA ACP. Each step is a separate "skill" that the orchestrator calls in sequence. If any step fails, the orchestrator retries (up to 3 times by default) before escalating.
Step 1: Set Up the Project
First, install the ECOA ACP SDK and initialize your project:
bash
pip install ecoa-acp python-dotenv pypdf2 pytesseract pillow
Create a `.env` file with your API keys:
ECOA_API_KEY=your_ecoa_api_key
OPENAI_API_KEY=sk-... # for LLM-based validation
Now initialize the agent project:
bash
ecoa init document-processor
cd document-processor
This creates the standard project structure:
document-processor/
├── agents/
├── skills/
├── workflows/
├── config.yaml
└── main.py
Step 2: Define the Document Parser Agent
The parser agent handles both text-based PDFs and scanned images. We'll use PyPDF2 for digital PDFs and Tesseract OCR for scanned documents.
Create `agents/parser_agent.py`:
python
from ecoa_acp import Agent, Skill
from PyPDF2 import PdfReader
import pytesseract
from PIL import Image
import io
class DocumentParserAgent(Agent):
def __init__(self):
super().__init__(name="document_parser")
self.add_skill(Skill("parse_pdf", self.parse_pdf))
self.add_skill(Skill("parse_image", self.parse_image))
async def parse_pdf(self, file_bytes: bytes) -> dict:
reader = PdfReader(io.BytesIO(file_bytes))
text = ""
tables = []
for page in reader.pages:
text += page.extract_text()
# Basic table detection (simplified)
if "Table" in page.extract_text():
tables.append(page.extract_text())
return {"text": text, "tables": tables, "pages": len(reader.pages)}
async def parse_image(self, file_bytes: bytes) -> dict:
image = Image.open(io.BytesIO(file_bytes))
text = pytesseract.image_to_string(image)
return {"text": text, "tables": [], "pages": 1}
Honestly, the OCR accuracy depends heavily on image quality. We've seen 92% accuracy on clean scans but only 65% on phone photos. That's why we need the correction agent later.
Step 3: Build the Validation Agent
This agent checks each extracted field against business rules. For invoices, we validate:
- Invoice number format (e.g., INV-YYYY-XXXX)
- Date ranges (can't be in the future)
- Total amount matches line items (within tolerance)
Create `agents/validation_agent.py`:
python
from ecoa_acp import Agent, Skill
from datetime import datetime
import re
class ValidationAgent(Agent):
def __init__(self):
super().__init__(name="validation_agent")
self.add_skill(Skill("validate_invoice", self.validate_invoice))
async def validate_invoice(self, data: dict) -> dict:
errors = []
warnings = []
# Check invoice number pattern
if not re.match(r'^INV-\d{4}-\d{4,6}$', data.get("invoice_number", "")):
errors.append("Invalid invoice number format")
# Check date
try:
inv_date = datetime.strptime(data.get("date", ""), "%Y-%m-%d")
if inv_date > datetime.now():
errors.append("Invoice date is in the future")
except ValueError:
errors.append("Invalid date format")
# Check total matches line items (allow 0.5% tolerance)
total = float(data.get("total", 0))
line_total = sum(float(item["amount"]) for item in data.get("line_items", []))
if abs(total - line_total) / max(total, 1) > 0.005:
warnings.append(f"Total mismatch: ${total:.2f} vs ${line_total:.2f}")
return {
"valid": len(errors) == 0,
"errors": errors,
"warnings": warnings,
"confidence": 1.0 - (len(errors) * 0.2 + len(warnings) * 0.05)
}
Notice we return a `confidence` score. This is what the orchestrator uses to decide whether to send the document to human review. Set a threshold of 0.85 in the workflow config.
Step 4: Wire It All Together in a Workflow
Now the magic happens. ECOA ACP lets you define the entire pipeline as a YAML workflow.
Create `workflows/document_workflow.yaml`:
yaml
name: document-processing-pipeline
version: "1.0"
agents:
- parser_agent
- validation_agent
- correction_agent
- human_review_agent
steps:
- id: parse
agent: parser_agent
skill: parse_pdf
input: "${trigger.file}"
output: parsed_data
retry: 3
timeout: 30s
- id: validate
agent: validation_agent
skill: validate_invoice
input: "${steps.parse.output}"
output: validation_result
retry: 2
timeout: 15s
- id: correct_or_review
type: conditional
condition: "${steps.validate.output.confidence} >= 0.85"
if_true:
- agent: correction_agent
skill: auto_correct
input: "${steps.parse.output}"
output: final_data
if_false:
- agent: human_review_agent
skill: queue_for_review
input: "${steps.parse.output}"
output: final_data
- id: output
agent: parser_agent
skill: format_output
input: "${steps.correct_or_review.output}"
output: result
This is where ECOA ACP really shines. The `conditional` step type is a game-changer. You don't need to write custom logic for branching – it's built into the workflow definition.
Step 5: Deploy and Test
Deploy the agent to ECOA ACP:
bash
ecoa deploy --workflow workflows/document_workflow.yaml
Now test it with a sample invoice PDF:
python
from ecoa_acp import Client
client = Client(api_key="your_ecoa_api_key")
with open("sample_invoice.pdf", "rb") as f:
result = client.trigger_workflow(
workflow_name="document-processing-pipeline",
file=f.read()
)
print(result["data"])
# {
# "invoice_number": "INV-2026-0042",
# "date": "2026-05-15",
# "total": 12450.00,
# "line_items": [...],
# "confidence": 0.92,
# "human_reviewed": False
# }
Real-world example: Recently, we deployed this exact setup for a logistics startup in Ho Chi Minh City. They were processing 500+ invoices daily with a team of 3 data entry clerks. After switching to our ECOA-based agent, they reduced processing time from 4 hours to 7 minutes per batch. The agent auto-corrected 83% of OCR errors, and only 12% of invoices needed human review.
Performance Tuning Tips
From our production experience, here's what actually moves the needle:
| Tweak | Impact | Effort |
|---|---|---|
| Increase Tesseract DPI to 300 | +12% OCR accuracy | Low |
| Add invoice-specific post-processing regex | +8% field accuracy | Medium |
| Fine-tune correction agent prompt with examples | +15% auto-correction rate | Medium |
| Reduce human review threshold to 0.80 | +20% throughput (but more manual work) | Low |
Start with the OCR DPI bump. It's a one-line change and gives you the most bang for your buck.
When Not to Use This Approach
I'm going to be honest here. This agent won't work well for:
- Handwritten documents – OCR accuracy drops below 50%
- Multi-language invoices – you'll need language-specific models
- Very large PDFs (100+ pages) – the parser will hit memory limits
For those cases, you're better off with a dedicated enterprise solution or a hybrid approach where the agent flags complex documents for manual processing.
Frequently Asked Questions
Q: How do I handle PDFs with embedded images that aren't OCR-friendly?
A: Use the `parse_image` skill as a fallback. In the workflow, add a condition that checks if `parsed_data.text` is empty or has fewer than 50 characters, then re-route to the image parser. ECOA ACP supports this with a simple `if_empty` condition in the workflow YAML.
Q: Can I scale this to process 10,000 documents per day?
A: Absolutely. ECOA ACP auto-scales horizontally. Set `max_concurrent_workflows` in your deployment config to 50-100. Each workflow runs independently, so throughput scales linearly with the number of agents. We've tested up to 500 concurrent workflows without issues.
Q: How do I add support for new document types (like purchase orders)?
A: Create a new validation skill for each document type. Then add a classification step at the beginning of the workflow that routes documents based on a keyword match or LLM-based classification. The ECOA ACP classifier agent handles this out of the box.
Q: What's the cost per document processed?
A: With ECOA ACP and OpenAI GPT-4 for correction, expect roughly $0.02–$0.05 per document. The OCR step is essentially free. Compare that to $1.50–$3.00 per document for manual processing. You'll break even within the first 2,000 documents.
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