Document Automation & Data Entry

Pull the fields out of the PDF once, write them everywhere they need to go. We built this for our own quoting workflow and cut customer turnaround from days to minutes.

Extraction from documents people actually send

Specs, quotes, purchase orders, and invoices arrive as PDFs — some generated cleanly, many scanned crooked. We extract the fields that matter into structured data, then write them into SharePoint, Excel, and the CRM in one pass instead of three.

Confidence thresholds, not blind trust

Every extracted field carries a confidence score. Above the threshold it writes through; below it, the document goes to a person with the uncertain fields highlighted. Silent wrong data is worse than a queue.

The original stays attached

Extracted values link back to the source document and page, so anyone questioning a number can see where it came from without reopening a mailbox.

Quote and proposal generation

The same plumbing in reverse: generate the document from record data, file it, and log that it went out. Where the work is matching a request to the right product or configuration, that logic gets written down and applied consistently instead of living in one person's head.

Where this pays off fastest

Any process where the same values get typed into more than two systems, and any queue where response time is the thing you compete on. In our own case the bottleneck was never the decision — it was the retyping in front of it.

For scale: the workflow we built for ourselves handles two to three dense technical documents a week, and the pipeline has no practical ceiling above that — a week with thirty costs the same in labour as a week with three, which is the entire point.

What you get

• Field extraction from PDFs, including scanned originals
• Confidence scoring with a human review queue below threshold
• Writes into SharePoint, Excel, and HubSpot from one extraction
• Source document and page linked to every extracted value
• Document generation from record data, filed automatically
• Audit log of every write, with rollback documented

Related services

Filing lives in SharePoint automation; the orchestration underneath is usually n8n with custom Python, and a small internal app often ends up being the review queue.