AI Solutions · Hours returned per person per week
Hours back, every week
Forms, emails and call transcripts parsed straight into your CRM with source, value and owner already set. Nobody retypes anything.
01 What it costs you today
Why this one is worth fixing
Retyping a booking into three systems is invisible in the accounts and very visible in how busy your team feels.
It is also where the errors come from. Every manual re-entry is a chance to lose a phone number or misspell an email that was the only way to reach that customer.
This is the least glamorous automation we build and frequently the one clients thank us for first.
02 The build
Trigger, logic, action, outcome
Trigger
Form submission, inbound email, completed call, or a document arriving
Logic
Parse the content, extract the fields that matter, deduplicate against existing records, flag anything ambiguous for a human
Data source
Your CRM schema and your existing records
Action
Create or update the record with source, value and owner, attach the original, notify the owner
Business outcome
One accurate record per customer, created in seconds, with the raw source attached for audit
03 Included
What ships with it
- Form, email, call transcript and document intake
- Deduplication against existing records before anything is created
- Ambiguous cases queued for a human rather than guessed
- Original source attached to every record for audit
- Field mapping documented so your team can change it
- Runs and minutes saved reported monthly
Questions
What happens when it is not sure?
It queues the item for a human with the extracted fields pre-filled. Reviewing takes seconds and the workflow learns from the correction.
Can it read PDFs and scans?
Yes, including scanned documents through OCR. Accuracy on clean PDFs is very high, on poor scans it drops and those get queued rather than guessed.
Is our data leaving the building?
We self-host where your policy requires it. Where a model is called, we can scope it to a provider and region you approve and we will document exactly what is sent.
Next step
Want this one running by month end?
Twenty minutes. Bring your call log and your enquiry inbox. If there is nothing worth fixing we will say so and you get the time back.