Document intake
Import PDFs and attachments, extract text with OCR where needed, and preserve the source for review.
AI INTEGRATION FOR PRODUCT AND OPERATIONS TEAMS
Document AI & Extraction
Turn incoming PDFs, forms, and emails into structured records your team can review and use. Start with one repeatable workflow, representative inputs, and a clear owner.
Scope your featureBUILT FORTeams with a recurring manual workflow and accessible dataBusinesses connecting existing software rather than replacing itAn owner who can review real examples and approve acceptance checks
WHAT IS INCLUDED
From integration
through release.
Structured extraction
Extract fields into a defined schema, validate required values, and flag missing or conflicting information.
Review queue
Show source evidence next to extracted values so a person can correct and approve the result.
System integration
Send approved records to your CRM, database, or business API with duplicate protection and safe retries.
Evaluation
Measure field accuracy and review time on representative documents, including difficult layouts and missing fields.
Deployment and handoff
Deliver access controls, processing logs, usage limits, documentation, and a staged release.
HOW THE ENGAGEMENT WORKS
One feature. An agreed definition of done.
Start with a product walkthrough and sample inputs. I propose a bounded scope, timeline, and fee before implementation. The sprint includes integration, representative evaluations, release support, and a written handoff; ongoing maintenance is scoped separately.
Define the job and the boundary
Use real examples to specify the trigger, inputs, systems involved, success criteria, failure cases, and where a person must remain in control.
Connect context and tools
Add retrieval, structured context, and narrow tool contracts with least-privilege access, explicit state, cost limits, and safe retries.
Evaluate before expanding
Run representative cases, inspect failures, measure quality and latency, and widen permissions only when the workflow earns that trust.
STARTING POINTUseful first input: ten representative examples, the current manual workflow, the systems involved, and the decision a human makes today.
TECHNOLOGY
Selected for the app.
TypeScriptPythonOpenAIAnthropicREST APIsWebhooksPostgreSQLMCP
RELATED PRODUCT WORKIndependent document product: AudioPage
RELATED WORK AND NOTES
Apps and engineering
decisions.
COMMON QUESTIONS
Scope and delivery.
What should we bring to the first call?+
A walkthrough of the current process, representative inputs, the tools involved, and the result you need. We agree the scope, timeline, fee, and acceptance checks before implementation.
Does this replace human review?+
The first release prepares results for review. We test failures and permissions before considering any unattended actions. Model usage, third-party costs, and ongoing maintenance are scoped separately.
DISCUSS THE PROJECT
Bring your product.
Define the next feature.
I’ll review the starting point and tell you whether the work fits the studio.
Scope your feature