What your Data Processing does
Specialized capabilities designed for your workflow.
Intake & classification
- Ingest documents from inboxes, folders, uploads
- Classify by type (invoice, application, contract, claim, etc.)
- Route to the correct workflow owner
Extraction & structuring
- Extract key fields into spreadsheets/CRM/ERP
- Normalize formats and naming conventions
- Create ready-to-review packets with summaries
Validation & exceptions
- Detect missing fields, mismatches, duplicates
- Apply business rules and highlight anomalies
- Create exception queues with next steps
Example workflows
01
"Processed 130 documents: 112 complete, 18 exceptions with reasons."
02
"Extracted contract terms into a tracker and flagged unusual items."
03
"Cleaned and deduped a 4,800-row spreadsheet."
Tools supported
Drive/SharePoint, Gmail/Outlook, Excel/Sheets, HubSpot/Salesforce (and similar systems), ticketing tools
Who it's for
Ops teams, finance ops, insurance/claims intake, real estate processing, onboarding-heavy orgs.
Autonomy & controls
1. Draft Mode
Default state. AI drafts everything for your review. Nothing is sent without approval.
2. Approve-to-Send
AI prepares actions and executes them immediately after your one-click approval.
3. Controlled Execution
Executes within strict rules and thresholds. Escalates on ambiguity.