Extract agreed fields
Read fields such as supplier name, document number, date, and line items from the document formats included in your scope.
Who this service is for
For teams that repeatedly enter information from invoices, order forms, service requests, or emails. The best starting point is a consistent document type with a clear destination.
What the workflow can handle
Check before posting
Check required fields and possible duplicates. Flag missing or uncertain values for staff review before updating records.
Connect the next step
Send approved records to a spreadsheet, database, or existing business system. Confirm integration access and field mapping first.
Illustrative workflow
From an incoming request to the next action
A Macau retailer receives supplier invoices by email. The workflow extracts the invoice number, date, and line items into a review table. Staff check uncertain values and duplicates before approved rows reach the business system. This is an example workflow, not a reported client result.
What we need to scope the work
- Representative sample documents with unnecessary personal data removed.
- The destination fields, document formats, and rules for duplicate records.
- The person who will review exceptions and authorize record updates.
Document quality and layout affect extraction accuracy. Financial records, amounts, and currencies need explicit validation. Agree on review rules and access limits before connecting a production system.
How we work together
- Review one repeated task and your existing tools.
- Agree on the fields, approvals, and written scope.
- Build and test a limited pilot with staff review.
- Compare the results and decide what to extend.
Review the current plans and discuss the scope: Automation pricing.
Frequently asked questions
Can you process scanned documents?
We first check representative samples. Scan quality, handwriting, and layout affect what can be extracted reliably.
Will the workflow post entries without review?
The review process is part of the agreed scope. Use staff approval for uncertain values and for records that need authorization.
Can you connect an existing spreadsheet or business system?
We review its import options, interface, and access requirements before confirming the integration.
Start with one task that takes too much time
Tell us what happens today, which tools you use, and where staff approval is required.
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Read the related practical guide · Read our existing case studies