Solutions

Start from a document problem

Each starter builds a workflow and a hosted app in your account. Copying one is free. Each run uses your credits.

Invoice processing desk

Extract, then summarize

Invoice processing desk

Extract invoice fields, pause for review, then generate an approval PDF.

invoicereviewpdf
Document classification and routing

Sort inbound documents

Document classification and routing

Classify incoming documents and expose the category on a hosted intake app.

classifyrouting
Contract review workflow

Extract, then check

Contract review workflow

Extract terms, run compliance rules, and wait for a human reviewer.

contractcompliancereview
Document translation workflow

Translate and return

Document translation workflow

Translate uploaded documents and return the result.

translate
Customer document portal

Upload, classify, extract

Customer document portal

Let customers upload packets, classify each file, extract fields, and pause on exceptions.

portalintakereview
ID and KYC document capture

Extract identity fields

ID and KYC document capture

Extract ID fields from passports or licenses, then wait for a verifier.

kycidentityreview
Insurance claims intake

Extract, then check

Insurance claims intake

Extract claim fields, run policy checks, and pause for an adjuster.

claimsinsurancereview
Resume screening workflow

Extract, then score

Resume screening workflow

Extract skills and history from resumes, score fit, and pause for a recruiter.

hiringresumereview
Expense report processing

Extract, then report

Expense report processing

Extract receipt fields, pause on policy exceptions, then generate a report PDF.

expensereceiptspdf
Invoice and purchase order matching

Extract, then match

Invoice and purchase order matching

Extract invoice and purchase-order fields, match amounts, and pause on exceptions.

purchase-ordermatchingap
Tax document processing

Classify, extract, summarize

Tax document processing

Classify tax forms, extract amounts, validate against rules, then generate a summary.

taxw21099finance
Shipping and customs documents

Extract, then validate

Shipping and customs documents

Extract bills of lading, manifests, and customs forms, then pause on exceptions.

shippinglogisticscustoms
Patient record extraction

Extract clinical fields

Patient record extraction

Extract demographics, history, and results from medical packets, then pause for a reviewer.

healthcarerecordshipaa
RFP analysis and response drafts

Extract, check, draft

RFP analysis and response drafts

Extract RFP requirements, run a compliance check, then generate a response draft.

rfpproposalsales
Property document extraction

Extract deed and lease terms

Property document extraction

Extract deeds, leases, and closing papers, then pause for a real-estate reviewer.

real-estateleasedeed
Quality control document processing

Extract, then check

Quality control document processing

Extract inspection findings, check against rules, and pause on failures.

qualityinspectionmanufacturing
Loan application processing

Extract, then validate

Loan application processing

Extract application fields, validate income and liabilities, then pause for an underwriter.

loanlendingunderwriting
Mortgage underwriting documents

Extract, then check policy

Mortgage underwriting documents

Extract borrower and property docs, check policy rules, then pause for an underwriter.

mortgageunderwritingproperty
Litigation discovery support

Classify, then extract

Litigation discovery support

Classify discovery documents, extract evidence, and pause for privilege review.

legaldiscoverylitigation
Employment agreement review

Extract, then check

Employment agreement review

Extract employment terms, run compliance checks, and pause for HR or legal review.

hremploymentlegal
IP document review

Extract IP terms

IP document review

Extract patent, trademark, or license terms, then pause for an IP reviewer.

ippatenttrademark
Financial statement review

Extract, review, memo

Financial statement review

Extract statement figures, flag anomalies, and generate a review memo.

financestatementsaudit
M&A due diligence documents

Classify, then extract

M&A due diligence documents

Classify diligence files, extract deal terms, and pause for counsel.

madiligencelegal