Employees copy data from PDFs
Searching, checking and re-recording significantly increases the turnaround time of cases.
AI document processing
Recognizing, checking and forwarding the data of invoices, contracts, offers, orders and e-mails.
01 / SITUATION ASSESSMENT
Where time and money are usually wasted
Automation doesn't start with the device. First, we examine where work is repeated, where data resides in separate systems, and which errors cause real business loss.
Different document templates are coming
Incorrect or missing files cause processing to stop, and employees have to manually track them down.
Missing fields are revealed only late
It degrades response time, holds up the next work phase, and can cause loss of customers or revenue.
Manually naming and sorting files is slow
Each repeated data entry creates a new possibility for error, and the execution is difficult to trace back.
Recording errors are sent to additional systems
It increases operational risk and makes it difficult to measure performance accurately.
There is no uniform processing log
It makes the turnaround unpredictable, which means an additional burden for customers and employees.
02 / TYPICAL POSSIBILITIES
Examples of processes that can be automated
The following are common examples that can be easily automated — not a closed list of services. We always design the specific solution for your operation, systems and business goals. It can be fully automatic or, where necessary, monitored with human approval points.
Automatic recognition of document type
Incoming files are recognized, organized and checked automatically; only the exceptions come to people.
Structured extraction of fields and tables
The necessary information is automatically sent to the next work phase, eliminating manual transmission and waiting.
Data control according to business rules
Business rules run automatically. The process can operate fully automatically or with human approval points on demand.
On-demand human approval of uncertain items
Business rules run automatically. The process can operate fully automatically or with human approval points on demand.
Automatic file naming and archiving
Automated steps reduce administration while maintaining human oversight of exception handling.
Data transfer to CRM, ERP or invoicing
The data of the various sources are entered into the next system in a unified structure, without manual copying.
03 / THIS IS HOW IT WORKS
The path of information, step by step
The process can also work completely automatically. If the level of certainty, business rule or risk justifies it, the system directs the case to the designated employee.
A document is coming
It is recognized and structured by AI
Checked by a system of rules
An exception is made to a person
Approved data will proceed
Automatic or monitored on demand
The process can also work completely automatically. If the level of certainty, business rule or risk justifies it, the system directs the case to the designated employee.
Faster processing, while only uncertain cases get to you
Up to 2 weeksintroduction of the first automation
Loggedprocess and robot run
Prioritybased on business value
04 / PROFESSIONAL APPROACH
Technology in the background, operation in the foreground
The project does not end with the delivery of an independent bot. We build a documented, monitored and modifiable system.
01◎
Survey and Prioritize
We map labor time, the cost of errors, lost revenue opportunities and the path of data.
RESULTA prioritized automation plan, measurable with a first project.
02✓
Flexible control
The system collects, checks, prepares and alerts data. The process can be fully automatic or supervised with human approval at the necessary professional, financial and legal points.
SECURITYLogged operations, segregated permissions and on-demand approval points.
03↗
Introduction and operation
We integrate the existing systems, test the operation, document and train the employees involved.
CONTINUITYMonitoring, error management, backup and planned further development.
05 / INTEGRATIONS
Your existing systems work together
The following are examples, not a closed list. We also connect older and unique systems with API, webhook, database connection, controlled import-export or robotic management.
Microsoft 365Google DriveSharePointDropboxERPCRMOpenAI / Azure AIUnique document libraryGoogle WorkspaceExcel / Google SheetsSharePoint / Google DriveTeams / SlackREST API / WebhookSFTP/CSVSQL databaseAI APIsUnique internal system
Are you using a different system? No problem: during the technical survey, we examine the possibility of API, file, database or interface-based connection.
06 / FREQUENTLY ASKED QUESTIONS
Before the first consultation
Do existing systems need to be replaced?+
Usually not. We primarily strive to securely connect current devices.
How long is the introduction?+
A well-defined first automation can be introduced in as little as 2 weeks. For a more complex system, we will provide an exact schedule after the audit.
Is the return guaranteed?+
We do not promise a guaranteed result without an audit. We provide measurable goals and a data-based estimate.
Free of charge automation test
Show a problematic process. We look at whether it can be automated, what systems need to be connected, and how to get started.