Advanced · 3–4 weeks
Read every document, flag the ones that matter.
Invoices, contracts and forms are read automatically, checked against your rules, and only passed to a person when something needs a decision.
Doing it by hand
Documents arrive as PDFs and photographs. Someone opens each one, finds the same six fields, types them into a system, and decides whether anything looks wrong. It is slow, it is boring, and the mistakes it produces surface months later.
- Typing the same details out of every document that arrives
- Mistakes that only turn up at audit time
- Bad terms missed because nobody read to the end
- No way to search what your documents actually said
What we build instead
It reads the document — even a photo or a scan — pulls out the details that matter, checks them against your rules, and saves them properly into your system. Anything unclear or risky goes to a person, with a note explaining what looked wrong.
This one is designed and ready to build, but we have not built it yet — so there is nothing to show you running, and we are not claiming any results. We agree exactly what it will do for your systems first, and you see it working before you sign it off.
Which is why this could be your free one. We would rather build it once properly, at our cost, than ask you to pay for something we cannot yet show you running.
The workflow
How it runs
The highlighted steps are the parts we build for you. The rest are things you already have.
- TriggerDocument arrivesEmail or Drive
- ProcessText readEven photos
- ProcessDetails pulled outBy AI
- DecisionLooks right?Your rules
- ActionSaved or flaggedFor a person
- Google Drive
- AI
- Your business software
What you get
- Reads PDFs, scans and even phone photos
- Pulls out the details and saves them properly
- Checks against your rules and flags the odd ones
- Explains why it flagged something
- Everything searchable afterwards
This could be your free one.
“Read documents automatically” — if that is a job somebody on your team does by hand today, tell us and we will build it, test it and hand it over at no charge. Your first automation is on us.
2 free builds a month · one automation · up to 2 systems
Related workflows
Others that fit the same business
Have a system that needs to work smarter?
Tell us what you're trying to automate, integrate or build. We'll tell you what it would take.