Document Intake & Extraction
PDFs, invoices, forms and scans are recognised, their contents extracted into structured data, checked against your rules, and landed in the system they belong in — no re-keying.
Join waitlist Setup time: ~60 minutesDeploy on n8n, Zapier, Temporal — DIY download ships as an n8n export today; other platforms via done-for-you setup.
Prerequisites
You'll need these in place before setting up the pack. Most businesses already have them; the setup guide covers wiring.
- An automation platform — n8n, Zapier, or Temporal (we can help you choose)
- Document intake point (email, folder watch, or upload form)
- OpenAI Vision or Claude API key (for document reading)
- Target system with API (accounting software, practice system)
What it replaces
Manual work this automation handles — the time savings come from not doing these by hand anymore.
- Copying numbers from PDFs into software, line by line
- Documents sitting in a folder waiting for someone to process them
- Transcription errors discovered at review time
- Season spikes (BAS/EOFY) turning into overtime
Is this pack for you?
Best for
- High-volume document processing (invoices, forms, receipts)
- Predictable document formats (supplier invoices, standard forms)
- Practices where re-keying is a measurable cost
- Seasonal spikes that currently require temp staff
Probably not for
- Low-volume document processing (just type it)
- Highly varied document formats with no pattern
- Documents requiring legal interpretation, not just extraction
Honest limitations
- — Extraction accuracy depends on document quality
- — Handwriting recognition is imperfect
- — New document types need template configuration
- — Target system must have API access
Want this pack when it ships?
Join the waitlist and we'll let you know when this pack is ready. Or book a session if you need it sooner.