Document automation
Email and PDF extraction, with a person still in the loop
Document extraction means taking fields and line items out of incoming files and turning them into records a system can use. Models help with reading. They are not the product.
Discuss your workflowWhat this service covers
Intake from email or a shared folder. Classification of the document type. Extraction of headers and lines. Validation against your rules and master data. A review screen for uncertain fields. Export to the destination system.
What you can send
Purchase orders, packing lists, invoices, and similar operational PDFs are the usual starting set. If a document type is too irregular, the assessment will say so instead of promising a full pass rate.
Where review happens
Review happens before export, on anything the rules mark as uncertain, new, or high impact. That is the human step. It is not optional for postings that change inventory or payables unless you explicitly accept the risk.
What you receive
A working intake-to-export path for one document type, documentation of field mappings, and a list of known limitations. Related work on ERP and API integrations is scoped separately when the destination system needs new interfaces.
Plan the controls before automating
Read when document automation needs human review, follow the purchase-order engineering walkthrough, or explore purchase-order intake into Odoo.
Updated 2026-10-28.