Receipts and documents stop being retyped: drop a PDF or photo into the application, or mail it to a shared mailbox, and an extraction pipeline turns it into a draft record flagged for review with the source archived next to it. Incoming documents are categorised first and routed to the matching wizard.

What ports as-is

  • The whole chain: sidebar drop zone with drag-and-drop in every context
  • The extraction service over an AI chat client
  • Blob archival of the source
  • The review flag that keeps an extracted record out of the trusted set
  • The categorisation endpoint behind an interchangeable categoriser seam with a routing table
  • The shared-mailbox reader over the corporate mail API with a background ingestion service and PDF rendering of mail bodies
  • The import wizard
  • Covered by backend and end-to-end tests

What we build for you

  • The target record shape and field mapping
  • The extraction prompt and model per document type
  • The category list and its wizard routing
  • The shared mailbox and its application permission
  • The blob container
  • The review policy
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Agentic Solutions

AI crafted agents for business processes & workforce AI with Claude, Microsoft 365 and Microsoft Foundry