01
Typing data off PDFs
Staff re-key invoices, orders and forms into other systems, slowly and with mistakes.
08 · AI & Automation05 of 07
Invoices, forms and emails read, sorted and filed automatically, with people checking what matters.
Businesses still spend hours reading documents and emails just to type their contents somewhere else. We automate that: AI reads invoices, forms, contracts and messages, extracts what matters, drafts replies and files everything in the right system, with people reviewing anything unusual.
- Of exceptions sent to a person
- 100%
- Of exceptions sent to a person
- Review queue for anything unusual
- 1
- Review queue for anything unusual
- Typical time to launch
- 2–6 wks
- Typical time to launch
Invoice total found
Filed to accounts
Invoice processingForm extractionContract summariesInbox triageDraft repliesDocument generationAccounting integrationHuman reviewInvoice processingForm extractionContract summariesInbox triageDraft repliesDocument generationAccounting integrationHuman review
Sound familiar?
The problems we hear most often before someone asks us about document & email automation.
02
Inboxes that never empty
Shared inboxes fill with messages that need sorting before anyone can act.
03
Documents written from scratch
Proposals, letters and reports are rebuilt by hand each time from the same pieces.
What's included
01
Document extraction
Key fields pulled from invoices, receipts, forms and contracts.
02
Validation
Checks against your rules and data, with exceptions flagged for review.
03
Inbox triage
Emails classified, prioritised and routed to the right person or system.
04
Draft replies
Suggested replies in your voice for common requests, ready to approve.
05
Document generation
Proposals, letters and reports assembled from templates and data.
06
System integration
Results filed in your accounting, CRM or document storage automatically.
How we do it
You follow every step live in Mission Control, your project dashboard: tasks, files, approvals and a launch forecast.
- 1
Collect samples
Real documents and emails to understand the variety.
- 2
Design
Fields, rules, review steps and destinations agreed.
- 3
Build and test
Extraction and automation tested on real examples.
- 4
Run and refine
Live processing with review queues and continuous improvement.
100%
Of exceptions sent to a person
1
Review queue for anything unusual
2–6 wks
Typical time to launch
Built for
Who this is for.
Finance teams processing invoices
Operations teams handling forms
Busy shared inboxes
Professional services producing documents
Tools we useClaudeVercel AI SDKn8nZapierMakeHubSpotSupabasePython
Helpful extras
Try it yourself, or see what's built in.
Questions
Document & email automation, answered.
Something else on your mind? Ask the Zelvorm Concierge in the corner, or talk to the team.
Accuracy is high on clear, structured documents and lower on messy scans. We add validation rules and send uncertain results to a person, so errors don't slip through.
More in AI & Automation
The rest of the toolkit.
- 01AI chatbots & assistantsTrained on your content, honest when it doesn't know, and handing over to a person when it matters.
- 02Workflow automationConnect your tools, move data automatically and give your team their hours back.
- 03CRM integration & AI enrichmentEvery lead captured, enriched and scored automatically, then routed to the right person.
- 04AI agents & tool callingAgents that use your tools to complete multi-step tasks, with guardrails and approvals built in.
- 05Internal knowledge assistantsAn AI assistant that knows your policies, processes and documents, and shows where each answer came from.
- 06AI strategy workshopsHands-on workshops that find your best AI opportunities and end with a roadmap and a first pilot.
From the Journal
Read before you decide.
BookkeepingHow to Create an Invoice: Every Field Explained (With Examples)
What to put on an invoice, field by field: numbers, dates, line items, VAT and payment terms. Plus how invoices are recorded in your books and how to get paid faster.
6 Nov 2026 · 5 min read
AI & AutomationAI + CRM Integration: A Practical Guide for Non-Technical Teams
You don't need a developer on staff to connect AI tools to your CRM. A practical, jargon-free guide to what's possible and where to start.
25 Apr 2026 · 5 min read
AI & Automation5 Workflow Automations That Save Businesses 10+ Hours a Week
No-code automation isn't hype — it's five specific, boring workflows most businesses still do by hand. Here's exactly what to automate first.
18 Apr 2026 · 5 min read
Next in AI & Automation
Internal knowledge assistants
Start a project
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