AI Document Automation

Documents Routed Automatically

Invoices, contracts, reports, and forms arriving by email or upload no longer need a person to read, sort, and enter them. We build pipelines that use AI to extract the right data, classify documents by type, file them in the right place, and notify the right team.

Document pipeline · live
Email attach.Form uploadDrive syncExtractClassifydoneUpdate recorddoneFile & notifydone
Is this right for you?

Signs documents are slowing your team down

Sound familiar?
  • Staff spend time reading incoming documents and manually entering data elsewhere
  • Invoices, receipts, or forms get filed incorrectly or go unprocessed
  • The same information is typed into multiple systems from the same source document
  • Documents arrive in multiple formats — PDF, email body, scans, Word files
  • Processing errors cause downstream problems in finance, ops, or compliance
  • Volume is high enough that the manual process is a genuine bottleneck
What changes after
  • Documents are processed as soon as they arrive — no queue, no backlog
  • Extracted data lands directly in your system of record without re-entry
  • Documents are auto-filed in the correct folder with consistent naming
  • The right team is notified the moment a relevant document is processed
  • Errors are flagged for human review rather than silently passed through
  • Processing volume scales without adding headcount
What's built

A full document intake pipeline

Multi-Source Intake

Documents are collected from email attachments, upload forms, shared drives, or direct API — all feeding into the same processing pipeline.

AI Data Extraction

Claude AI reads each document and extracts the fields you specify — amounts, dates, names, reference numbers — with high accuracy across varying formats.

Automatic Classification

Documents are classified by type (invoice, contract, delivery note, etc.) and routed to the correct downstream step without any manual triage.

System Integration

Extracted data is written directly to your target system — Airtable, a database, accounting software, or a spreadsheet — with no copy-paste step.

Smart Filing

Processed documents are saved to the correct folder in Google Drive, SharePoint, or S3 with standardised file naming based on extracted metadata.

Exception Handling

Low-confidence extractions are flagged and routed for human review with context. Confident results flow through automatically.

Built with

The tools powering this pipeline

Claude AI
Extraction & Classification

Anthropic's Claude handles document understanding — extracting structured data from unstructured PDFs, scans, and email bodies with high reliability.

n8n
n8n
Pipeline Orchestration

Self-hosted n8n connects document sources, AI processing, your storage layer, and downstream systems into a single automated flow.

Webhooks
Event Triggers

Email parsing, form submissions, and file-drop events trigger processing in real time, keeping your pipeline moving without scheduled batch jobs.

Stack chosen to match your use case — we are not tied to any vendor.

Red Octo

Ready to stop doing things
the hard way?

30-minute discovery call. We'll audit your biggest operational bottleneck and tell you exactly what we'd do to fix it — no fluff, no sales pitch.

Book a free discovery call →

No commitment. No pressure. Just clarity.