Solutions
Email & Document Automation: turn incoming messages and documents into structured actions
Companies that receive many requests, quotes, forms, invoices or documents lose time sorting them by hand — and things fall through the cracks. We automate the documentary entry point: classify what arrives, extract the data, check it and route it, so the right action starts on time.
Who it is for
- Businesses receiving high volumes of email, quotes, forms or invoices
- Back-office, claims, procurement and admissions teams
- Companies re-keying data from documents into their systems
- Teams that need traceability on what was received and processed
Problems we observe
- Incoming email and documents are sorted manually
- Data is re-keyed from PDFs, forms and attachments
- Incomplete or missing information is caught too late
- Attachments get lost and there is no reliable audit trail
The solution we build
We automate the intake of emails and documents end to end: reception, sorting and classification, data extraction, completeness checks, creation of records or tasks, routing, prepared replies, attachment handling, tracking and archiving with full traceability.
What it looks like in practice
Email triage and classification
Sort incoming messages by type and priority automatically.
Document data extraction
Pull structured data from quotes, forms, invoices and attachments.
Completeness checks and routing
Flag missing information and route each item to the right place.
Prepared replies and archiving
Draft responses for approval and archive everything with an audit trail.
How it works
Diagnose
Identify the document types, senders and rules that matter.
Design
Define classification, extraction and completeness rules.
Integrate
Connect to your mailbox and feed the extracted data into your systems.
Improve
Measure accuracy and refine the rules on real volume.
Works with your systems
- Connects to your mailbox and document sources through available APIs
- Feeds extracted data into your CRM, ERP or other systems where APIs allow
- Hands off to process automation for the full downstream workflow
- Archives documents and records with a traceable history
Human control, security and traceability
Extracted data and prepared replies are validated by a person before they count. Low-confidence extractions are escalated for review, permissions define who sees what, and every item is tracked and archived for traceability.
What you get
- A classification and extraction pipeline
- Completeness checks and routing rules
- Prepared-reply templates
- An archive and audit trail
- Team training and documentation
Frequently asked questions
How is this different from process automation?
This offer is the documentary entry point — receiving, classifying and extracting information from email and documents. Process automation is the full business workflow that follows. They are often combined.
How are extraction errors handled?
Confidence thresholds decide what is auto-processed and what is escalated to a person, so uncertain extractions are always reviewed.
Can it handle attachments and different formats?
Yes — attachments are processed as part of intake. We scope the document types and formats up front and design the extraction around them.