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Operations

Document Automation

Eliminate the manual drudgery of creating contracts, processing invoices, and generating reports. Our AI pipelines extract data, populate templates, route approvals, and file documents — turning hours of admin work into seconds.

Document Automation
The Problem

What you're dealing with

These are the real pain points we hear from businesses every week.

✍️

Manual document creation eats entire days

Your team spends 5-10 minutes per invoice, 20-30 minutes per contract, and hours on monthly reports. That's 15-20 hours per week of skilled labor spent on copy-paste and formatting.

Human errors in critical documents

Wrong customer names on invoices, outdated clauses in contracts, mismatched numbers in reports. Manual document handling has a 1-3% error rate that compounds into compliance risk and client embarrassment.

📥

Paper and PDF chaos

Invoices arrive in 6 different email formats, vendor PDFs use inconsistent layouts, and scanned documents need manual re-entry. There's no single source of truth — just scattered files across inboxes and drives.

🐌

Approval bottlenecks slow everything down

Documents sit in someone's inbox for days awaiting signature or approval. Without automated routing and reminders, contracts and invoices age out while revenue waits.

Our Approach

How we solve it

A proven process refined across dozens of automation projects.

1
📑

Map Your Document Workflows

We catalog every document type your team handles — invoices, contracts, proposals, reports — and trace each one from creation/receipt through processing to final filing. We identify the highest-volume, most time-consuming flows to automate first.

2
👁️

Build AI Extraction Pipelines

Using GPT-4 Vision and specialized parsers, we build extraction engines that read PDFs, images, and scanned documents. They pull structured data — line items, amounts, dates, customer info — with 95%+ accuracy across any format or language.

3
⚙️

Automate Generation & Routing

We connect your data sources to document templates. Contracts auto-populate from CRM data. Invoices generate from order systems. Reports compile from live databases. Each document routes to the right approver with one-click sign-off.

4
📂

Integrate Filing & Audit Trails

Every generated and processed document gets auto-filed in your cloud storage with consistent naming, tagged metadata, and complete audit logs. Full traceability from source data to final document.

What You Get

Concrete results

Real metrics based on outcomes from similar projects we've delivered.

90-95%

Reduction in manual document processing time

10 sec

Per document processing (was 5-10 minutes)

99%+

Data extraction accuracy

100%

Audit trail coverage

0 hrs

Weekly manual filing work

Tech Stack

Tools we use

Battle-tested platforms and APIs — tailored to your existing infrastructure.

GPT-4o VisionMake.comn8nPDF.coGoogle Docs APIDocuSignGoogle DriveAirParser
Document Automation

Ready to automate your document processing?

Tell us about your current setup and we'll show you exactly what's possible.

Get Free Automation Audit

Let's figure out what you need

Tell us about your business and we'll come prepared to our call.

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