Claims, applications, contracts, invoices, reports. Our systems read each document as it arrives, pull out the details your team needs, file them against the right client and write a short summary, with a person checking anything that matters.
In a lot of service businesses, someone spends a big part of every day opening attachments, reading them, typing the key details into another system and forwarding them to whoever needs them. It's slow, it's error-prone, and it gets worse every time the business grows.
That's exactly the kind of work AI is good at: reading carefully, the same way every time, without getting tired.
In this recording, Storm builds an email and PDF system for an insurance workflow, live and unedited. It watches the inbox, sorts each email into claims, client communication or other, downloads the PDFs, reads them, pulls out the key details and links everything to the right customer.
Every incoming email used to be drafted by an assistant and then checked by a second person: 15+ hours a week of senior time. Now AI reads each email, finds the right response and posts a draft in Slack in under 10 seconds for a person to approve.
Read The Technical Traders case study →Two sliders. Your own numbers.
About AI document processing.
It's using AI to read documents, work out what they are, pull out the important details and put them where they need to go, so your team doesn't have to read and retype everything by hand.
IDP is the industry name for software that reads documents, works out what they are, pulls out the data and passes it to other systems. What we build does the same job, set up around your own documents and connected to the tools your team already uses.
Yes, for most data entry that starts from a document or an email. The AI reads it, pulls out the details and fills in the fields in your CRM, case management or project tool. At first a person checks what it extracted before it's saved, and as it proves reliable you decide which checks can go.
Yes, for most business documents, and it's fast. The key is checking: we test summaries against ones your team has written, and a person reviews anything important before it's relied on.
It can read a contract, summarize it, pull out key terms and dates, and flag clauses that differ from your standard. It doesn't replace a lawyer's judgment, and we build it to support your team's review, not skip it.
Modern AI reads scans, photos and badly formatted PDFs much better than older text-recognition tools. We test on your real documents before you rely on it.
Everything is built inside your accounts, and documents go to the AI providers under their business API terms, which don't use your data to train their public models. We set it up to fit your data and privacy rules.
A lot of document automation software either generates documents from templates or extracts data from fixed forms. We build systems around your specific documents and workflow, connected to the tools you already use.
In a 45-minute call we'll look at how your business runs, where your team's time goes and where leads or work are slipping through. You'll leave knowing whether AI is the right fix, and if it is, where to start.
Prefer email? storm@oneclicksystems.co.uk