Email and attachment intake
Collect the messages and files that start the workflow.
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AI document automation
Turn incoming documents into work your team can review.
Use AI to extract and organize information from email and documents, while keeping people in control of important review and approval decisions.
Problems we help solve
When the current way of working gets in the way.
Teams read the same emails and attachments repeatedly to find a few important fields.
Documents arrive in different formats and must be retyped before the next step can begin.
Automation is risky when extracted information goes straight into a business system without review.
What this can include
What we can help with.
Structured extraction
Read relevant fields, classify files, and prepare consistent records for the next step.
Human review
Show the prepared result to the right person before it triggers an important business action.
How we approach it
Start from the work already happening.
- 01
Receive the source
An email, attachment, form, or folder provides the document for processing.
- 02
Extract and prepare
AI identifies the information needed for the workflow and prepares it in a consistent form.
- 03
Review before action
A person can confirm, correct, or reject the prepared result before it reaches the destination system.
FAQ
Questions before we start
Does AI make the final decision?+
Not for decisions that need business judgment. AI can prepare information; the review and approval step is designed around the process and its risk.
Can this work with different document formats?+
The workflow can be designed around the formats your team receives most often. Less predictable formats should be tested before they are included in the agreed scope.
Let’s talk
Have a workflow that should work better?
Tell us what you need. We’ll help you find a starting point.