Documents to records.
Extract information from invoices, orders or forms, check the required fields and prepare a record for the system that needs it.
Connect the tools you already use. Read the documents that keep arriving. Route the exceptions to a person. Start with one workflow that is worth improving.
Interactive example / fictional data
Invoice
CI-DEMO-0417
Example Parts Ltd.
14.10.2026
Structured record
Step through the example. No file is uploaded and nothing leaves this page.
Document processing / integrations / assistants / workflow automation
Keep the original available alongside the extracted information.
Validate required fields and business rules before making a change.
Route incomplete or conflicting records to someone who can decide.
A clean example is the easy part. Useful automation needs a defined response to missing fields, duplicates and uncertain results. We agree those boundaries before connecting the workflow to your systems.
Start with the repeated action, the inputs and the destination. The technology comes after the workflow is clear.
Extract information from invoices, orders or forms, check the required fields and prepare a record for the system that needs it.
Move data between email, spreadsheets, catalogs and business software. Handle duplicates, failures and retries where the integration needs them.
Search your documents or answer from approved product information. Define what the assistant can use and when it must hand the conversation to a person.
A pilot should show whether the improvement justifies the work. Some tasks need a simpler integration rather than an AI model.
Walk through the current process, its frequency and where time or errors accumulate. Collect real examples, including awkward ones.
Build one narrow path and compare its output with agreed examples. Keep the result reviewable before it writes to a live system.
Add the validation, approvals, failure handling and records the workflow needs. Document who takes over when it stops.
Connect the agreed systems, observe the results and decide whether to extend the automation to the next task.
Possibly not. Rules, structured imports or a direct integration may solve the task more reliably. We start with the workflow and choose the simplest approach that meets it.
We agree which systems and models receive which data before the pilot. Self-hosted options can be assessed for sensitive work, alongside their hardware and maintenance requirements.
Send the product names and an example of the information that needs to move. APIs, exports and permissions determine what is practical; we check them before promising an integration.
We define validation and escalation rules, test against representative examples and keep a person in the loop where the risk calls for it. The missing-total example on this page shows that boundary in a simple form.
One task is enough
Describe what arrives, what you do with it and where the result goes. We can work from that before discussing a model or a platform.