Document Extraction Automation

Pull totals, dates and names from PDFs into sheets or your system of record.

Where it helps

  • Trigger: A form, call, email or schedule event starts the workflow.
  • Decision: Rules and AI classify the request and choose the next step.
  • Action: The system writes to your tools, sends the message or books the slot.
  • Escalation: Anything uncertain goes to a person with full context.

Tools and guardrails

We connect your existing CRM, calendar, inbox, phone system and accounting tools. Permissions are scoped, actions are logged, and irreversible steps need approval.

How we build it

We map the workflow, connect systems in staging, test normal and edge cases, then launch with alerts and a named owner. Scope and price are agreed in writing before work starts.

Frequently asked questions

Which process should we start with?

Pick the highest-volume, most rule-based task that frustrates the team weekly. Lead follow-up and booking are common first builds.

Do you replace our staff?

No. The workflow removes repetitive work and escalates exceptions to people.

Need this scoped? Book a free consultation or see pricing.