All solutions
Document intake and filing
Incoming documents are read, renamed and filed to the right record.
Operations team, about 20 hours back a month
- Fixed price
- $447
- Live in
- 7 working days
- Hours back a month
- ~20
- Runs on
- n8n, Anthropic, Google Workspace
The problem
Contracts and forms arrive by email and end up in personal folders.
How one run moves
1.A document arrives by email or upload
2.Type and key fields are extracted
3.It is renamed and filed to the record
4.Missing documents trigger a request
Document intake and filing
$447
One payment. Nothing billed hourly.
- Built and tested in your own accounts
- Written runbook and a recorded walkthrough
- Error alerts routed to your team
- 30 days of fixes after go-live
96%
of documents filed automatically
−70%
missing paperwork at check-in
$29k
front-desk overtime saved a year