Custom Document & data AI workflows, built for you

Turn the files you collect into data that does the work

You already collect files through a branded upload link. We'll add an AI step in the middle — every upload gets read, structured, and delivered as clean data straight into the tools your team runs on. No spreadsheets, no manual re-keying.

Live example
1 Upload
ZIP
tax-receipts-2025.zip
34 files · 18 MB
Your branded relay link
2 Process
Receipt & expense extraction
Document AI · OCR
3 Structure
{ } Structured payload valid
4 Deliver
How a custom workflow works

You describe it. We build the pipeline.

No engineering team on your side required. Tell us what you collect and where it needs to land — we handle the AI and the integrations.

1

Tell us your workflow

Walk us through the files your clients send, the fields that matter, and the tools your team lives in. A short call is usually all it takes.

One scoping call to map it out
2

We build & connect the AI

We wire up document AI (using tooling like LlamaIndex), define exactly which fields to extract, and map the structured output to your destination.

Extraction tuned to your documents
3

Files turn into data, automatically

Share the same branded link. From then on, every upload is parsed, summarized and delivered where your team works — hands-off.

Live in days, not quarters
Use cases by industry

Built for teams drowning in documents

A few of the workflows we've shaped. Yours probably looks a little different — that's the point of custom.

Accounting & bookkeeping

Clients drop a year of tax receipts; each one comes back with vendor, date, amount and category, posted straight to your ledger.

Tax receipts Accounting

Legal & professional services

Signed contracts are read for counterparty, term, value and renewal dates — key terms land in your CRM or matter system on arrival.

Signed contracts CRM

Recruiting & staffing

Résumés become structured candidate profiles — name, title, experience and a fit signal — pushed into your ATS with a Slack ping.

Résumés ATS

Real estate & property

Lease agreements and applications are parsed for parties, rent, dates and terms, then mapped into your deal pipeline.

Lease docs Deal pipeline

Insurance & claims

Claim forms and supporting docs are read, validated and turned into a structured intake record — flagged for review in seconds.

Claim forms Intake system

Agencies & operations

Any intake — briefs, invoices, onboarding packs — gets summarized and routed to Slack and Drive so nothing sits in an inbox.

Any intake Slack + Drive
Questions

The practical stuff

What founders and team leads usually want to know before we build.

Most document and image formats — PDFs, scans, photos, spreadsheets, Word docs and ZIP bundles of them. If a person can read it, we can usually structure it. We'll confirm fit for your specific documents on the scoping call.
We tune extraction to your exact document types and the fields you care about, then validate against real samples before going live. For anything sensitive, you can keep a human-review step so nothing flows through unchecked.
Slack, Google Drive and Dropbox out of the box, plus accounting tools, CRMs, ATS platforms, spreadsheets and most systems with an API. The output can be a clean summary, a structured payload, or both — whatever your destination expects.
No. They use the same branded upload link they already do — no accounts, no logins. The AI step happens behind the scenes the moment a file lands.
Most workflows go live within days of the scoping call. More involved integrations take a little longer — we'll give you a clear timeline once we understand the shape of it.
Files are encrypted in transit and at rest, processed only for your defined workflow, and never used to train anything. We're happy to walk through specifics and sign the paperwork your team needs.
It depends on volume and how involved the integration is, so we price it per workflow rather than off a menu. Tell us what you're trying to do and we'll come back with a straight number.

Have a workflow in mind? Let's build it.

Tell us what you collect and where the data needs to go. We'll map it out on a quick call and come back with a plan — no commitment.

Request a custom workflow

A real person reads every request · typically replies within a day