Platform overview

The main sections and concepts in the Doana platform.

The Doana platform is organized around four main areas.

Dashboard

The dashboard centralizes processing activity in real time.

Dashboard
├── Recent activity         # Documents processed in the last 24h
├── Queue                   # Documents currently in process
├── Compliance alerts       # CARM, ICS2, CBAM, UK CDS gaps
└── Statistics              # Volume, precision, mean extraction time

Agents

A Doana agent is an instance configured to watch one document source (mailbox, Slack channel, and so on) and apply specific extraction and export rules.

Agents
├── agent-outlook-customs   # Watches the Outlook "Customs" folder
├── agent-aog-slack         # Watches the #aog Slack channel
└── agent-imap-freight      # Watches a shared IMAP mailbox

Each agent can have:

  • Its own document source
  • Its own classification rules (document type, customs regime)
  • Its own export template
  • Its own compliance alerts

Lots

A lot groups the documents of one shipment or one operation. Typical examples: every document for an AOG flight, a load, or a clearance.

Lot #2024-FR-0441
├── commercial-invoice.pdf      → Extracted ✓
├── airway-bill.pdf             → Extracted ✓
├── easa-form1.pdf              → Extracted ✓
├── packing-list.xlsx           → Extracted ✓
└── export-broker-ready.xlsx    → Generated ✓

Exports

The Exports section lists generated files, for download or for push to an external system.

Exports
├── Export history
├── Custom templates       # Excel/CSV templates per broker
├── Push integrations      # TMS, ERP, FTP, API
└── Audit trail            # Timestamps and traceability

Settings

Settings
├── Integrations               # Outlook, Gmail, IMAP, Slack, Teams, WhatsApp
├── Export templates           # Formats and fields per broker
├── Compliance                 # Active regimes (CARM, ICS2, CBAM, UK CDS)
├── Team members               # Access and roles
└── Billing                    # Plan, usage, invoices

Key concepts

ConceptDescription
AgentInstance watching a document source
LotGroup of documents for one shipment
ExtractionIdentification and structuring of document fields
ValidationCheck of those fields against compliance rules
ExportStructured file ready for the broker or another system
AlertCompliance gap raised before export