Automate Data Entry From Emails, Forms & Documents
Pull information out of emails, PDFs, and forms, check it, structure it, send it to the right system, and notify your team.
The workflow at a glance
- 01
Email, PDF, or form
- 02
Extract & validate
- 03
Sent to CRM or software
- 04
Employee notified
The problem this solves
- Staff retype the same data into three systems.
- Invoices and work orders sit in an inbox waiting for processing.
- Typos in manual entry cause billing and scheduling errors.
How it works
- 01A document arrives by email, upload, or form submission.
- 02The relevant fields are read and extracted.
- 03Values are validated against your existing records.
- 04Clean data is written into the CRM, accounting tool, or spreadsheet.
- 05Anything ambiguous is flagged for a human to review.
What's included
- PDF and image extraction
- Email parsing
- Invoice and work-order processing
- Intake form routing
- Validation rules
- Exception handling with human review
- System-to-system sync
Who this is a good fit for
- Businesses with recurring paperwork in a predictable format
- Back offices spending hours on data entry
- Firms handling intake documents at volume
Businesses that use document & data automation
Systems it can connect to
Common examples. If your software has an integration or API, we can usually work with it.
- Gmail & Outlook
- Google Drive
- Dropbox
- Google Sheets & Excel
- QuickBooks
- Your CRM
- Databases & APIs
Starting price
$1,500 setup
Ongoing support is quoted based on volume. Final pricing depends on workflow complexity, integrations, and usage.
Automate My PaperworkHow we implement it
- 01
Audit
We look at the current workflow and confirm automation makes sense.
- 02
Design
We map each step and decide where automation and people belong.
- 03
Build
We connect your existing tools and set up the workflow.
- 04
Test
We test edge cases, failures, and human handoffs before launch.
- 05
Launch & improve
We go live, monitor results, and refine over time.
Questions about document & data automation
- How accurate is the extraction?
- For consistent document types it is very reliable. We add validation rules and route anything uncertain to a person rather than guessing.
- Is our data secure?
- Documents move through your existing systems and vetted processors. We scope data handling with you before building anything.
Related automation services
- CRM AutomationA CRM only helps if it's current. We automate the record-keeping so contacts, stages, and tasks update themselves as work happens.
- Customer Support AutomationMost inbound questions are the same ten questions. Automating them frees your team for the conversations that actually need a person.
- Lead Follow-Up AutomationThe business that replies first usually wins the job. Lead follow-up automation answers every inquiry immediately, then keeps the conversation going until the customer responds.
See all 8 automation services or read about our client websites and results.
Request an Automation Audit
Not sure what to automate?
Tell us about the repetitive work in your business. We'll tell you whether it can be automated and what we'd recommend.