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Intelligent Documents and Email

Turn emails and documents into structured actions

Read, classify, extract, compare and route information from inboxes, PDFs and files. Add human review for exceptions or sensitive decisions.

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Real EstateFinanceBusiness

From incoming information · To controlled action

  1. 01 · Inputs

    • Shared or dedicated mailbox
    • PDFs, scans, attachments
    • Documents dropped in a drive or portal

  2. 02 · Processing

    • Classification by type and intent
    • Extraction of the useful fields
    • Comparison against references (contract, order, price list)
    • Routing to the right team or system

  3. 03 · Human checks

    • Confidence threshold per field
    • Human review of exceptions
    • Validation before any sensitive outgoing reply

  4. 04 · Outputs & actions

    • Ticket, task or record created
    • Structured data in the CRM/ERP
    • Acknowledgement or request for additional information
    • Audit log

Today

With the system

Every email is read, sorted and forwarded by hand.

Sorting and routing are automatic; humans handle the exceptions.

Document data is retyped into the tools.

Fields are extracted and pushed into the target system with a confidence score.

Comparisons are done in spreadsheets.

The comparison table is produced and discrepancies are flagged for review.

A tenant email with a photo becomes a categorised, assigned and acknowledged ticket, with human review if the category is uncertain.

Illustrative example of how the process can work.

Systems typically connected

  • Microsoft 365 / Google Workspace
  • CRM
  • ERP or accounting
  • Drives and document portals

Use cases

Property & Asset ManagementAn AI agent for property management: your inbox sorted, routed and followed up, with human review of the uncertain casesDevelopersAI for real estate developers: analysing contractor tenders and structuring project documents without re-reading them by handAccounting firms & fiduciariesAI document automation for accounting firms: your clients' documents structured before they are even openedCorporate Finance & M&AAI applied to the data room: a structured document due diligence, not a page-by-page re-readRelated use casesListing Assistant for an estate agency: listing and multichannel postsRelated use casesRouting a property management inbox

Six solution families

Sales Qualification and Follow-up

Inbound and dormant enquiries → qualified, prioritised, assigned

Read more

Customer Service and Conversational AI

Customer requests → answers, appointments and qualified handovers

Read more

Finance and Administration

Invoices, controls and reporting → structured, reconciled, prepared

Read more
SolutionsHow we workUse cases

Frequently asked questions

Which document formats are supported?

Emails, native or scanned PDFs, images, Office files. Extraction quality depends on the format: we measure it on your real documents during the Discover phase.

What happens if the extraction is uncertain?

The field is flagged and the document goes to human review. The threshold is set per document type.

Can you reply to emails automatically?

Yes for acknowledgements and requests for additional information. Binding replies go through human validation, unless you explicitly decide otherwise.

Identify the processes genuinely worth automating

Tell us which tasks consume the most time. We will assess their automation potential and recommend the most appropriate next step.

Speak with an expertFind the right starting point