Document and intake extraction
PDFs, forms, emails and transcripts turned into structured records — names, dates, amounts, decisions — queued for a person to approve before they land anywhere.
What you get
Each deliverable names the format it arrives in. These are the formats the stack produces today.
Extraction schema
Fields and rules
Review queue with confidence per field
On the platform
Approved records exported to your system
CSV or API
How it works
- 1
Define the record
Which fields, from which documents, into which system.
- 2
Extract with confidence
Each field carries a confidence score; low-confidence fields are flagged.
- 3
Approve and export
A person approves each record; approved records are exported.
What runs where
On the platform
- Smart Ingestion and the review queue run on the platform
Built for you
- Schema, export format and the connection to your system
What stays under your control
The promises that hold on every engagement, and the ones we do not make on this one.
On every engagement
- Outputs cite the document or conversation they came from, so a person can check before acting.
- A person approves anything that reaches a customer or writes to a system of record.
- Delivery is Slack, email or a document you own. Other channels are not offered.
- Fixed price, agreed before we start. Nothing numeric is published on this site.
The work runs on the TurnkeyGTM platform where it fits, and on plain software where it does not.
Not promised here
- Nothing is written to a client system without the approval step.
- Formats are the ones the platform reads today; unusual formats are scoped first.
Questions we get asked
More in knowledge & data
Transcript tagging and classification
Call, interview and support transcripts classified against a taxonomy you approve, each tag linked to the passage it came from.
See the deliverablesCall and meeting intelligence
Sales and customer calls become a searchable record of pain points, objections and requests you can question across every call you have on file.
See the deliverablesCompany knowledge base
One connected, searchable place for what your business knows, so new hires, sales and support get the same grounded answer.
See the deliverablesHow an engagement runs
One call to scope it, one fixed price to approve, one build you can trust before it goes live, then a handover.
The full process- 1
Scope the work
A thirty-minute call on what your team does by hand every week, where the information lives, and who needs the output.
- 2
Fixed price, ROI up front
You get a written proposal with a fixed price and an honest estimate of the hours it gives back.
- 3
Build beside your process
We design and build the automation and run it next to the manual version until the outputs match and you trust them.
- 4
Hand over, keep it running
Documentation and runbooks so your team owns it.
Tell us where this fits in your week.
A thirty-minute call is enough to scope it. Fixed price, agreed before we start.