Trigger → Action
The exact sequence this automation runs, end to end.
A document arrives
Invoice, contract, form or scan lands by email or in a watched folder
Fields are extracted
OCR reads the document and pulls the fields you actually need
Data is validated
Missing or malformed values are flagged before anything is written
Records are updated
Structured data is written to your CRM, sheet or database and filed correctly
Ranges reflect typical outcomes across past engagements — we validate real numbers for your business on the strategy call.
Someone on your team is still retyping documents into a system by hand.
Invoices arrive by email in a dozen different formats. Contracts get read clause-by-clause before anyone can search them. Scanned forms sit as unusable image files. Every one of these represents hours of manual keying, and every manual entry is a chance for a typo that costs real money downstream.
Invoices arrive by email in a dozen different formats
Manual keying invites costly, hard-to-catch typos
Scanned contracts sit as unusable, unsearchable files
What we actually build.
- Automatic Data Pulling: Reads and pulls fields directly from invoices, contracts, ID documents, and scanned forms
- System-Ready Output: Matches straight into your accounting software, CRM, or database — not a spreadsheet someone has to check
- Built-In Approval Routing: Nothing sits waiting in an inbox once it enters the flow
- Searchable Output: Structured data from documents that used to be dead image files
- Built-In Validation: Flags anomalies for review instead of silently accepting bad data
Related workflows we've shipped.
A sample — see the full workflow library for more.
- Invoice Processing — turns inbound invoices into accounting entries without manual keying
- Reading Scanned Paperwork — turns scanned paperwork into data your systems can actually use
- Contract Analysis — flags risk and extracts key clauses before a human ever opens the contract