Solution
Document intake & extraction
Turn emailed PDFs, forms and invoices into structured records your systems accept.
The situation
Documents arrive by email in a dozen layouts and someone retypes them. It is slow, it is error-prone, and it grows with the business.
What the system takes over
- Watching an inbox or folder for new documents
- Reading each one and extracting the fields that matter
- Checking the result against rules you define, and flagging what does not fit
- Posting clean records to your accounting, CRM or database
How a run goes
Four steps, and the last one is a person.
- 01
Receive
A document lands in an inbox or shared folder.
- 02
Extract
Fields are read out and each one carries a confidence flag.
- 03
Validate
Rules catch totals that do not add up, missing fields and duplicates.
- 04
Review
Anything uncertain goes to a person; clean records post automatically.
Where a person stays in chargeLow-confidence or rule-breaking documents are held for review. Only records that pass your rules post on their own.
Built with
The tools involved.
In delivered work — appears in something that shippedCompatible — the system can connect to it; scoped per project, no track record claimed
- n8nIn delivered work
- MakeIn delivered work
- Google DriveIn delivered work
- GmailIn delivered work
- ClaudeIn delivered work
- XeroCompatible
- QuickBooksCompatible
- AirtableIn delivered work
See it
Questions
What people ask first.
- What happens when a document is unreadable?
- It is routed to a review queue with the reason stated. It never posts a guess into your books.
- Can it handle our own document layouts?
- Yes. The audit starts from a sample of your real documents, including the messy ones.
Next solution: RAG Knowledge Assistant for Business Documents
Losing hours to work an AI system could handle?
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