Turn scanned documents into data in your CRM automatically

flowchart TD trig>"document arrives or uploaded"]:::trig s0["scan document with ocr"]:::svc s1["extract key fields with ai"]:::svc s2["categorize document"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"+ where extracted data goes"}:::gate s2 --> gx p00["push data to crm"]:::task gx -->|"update system"| p00 p10["alert team in slack"]:::task gx -->|"notify team"| p10 p00 --> out p10 --> out out[/"extracted data pushed to crm"/]:::out pay{{"less manual data entry and filing"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff