Turn any document into clean, searchable text automatically

Upload almost any file type and the system extracts the text into clean, usable data for your records or CRM.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"document uploaded to system"]:::trig s0["detect file type"]:::task s1["extract text from document"]:::task s2["ai structures the data"]:::task s3[("save text to spreadsheet")]:::store trig --> s0 s1 --> s2 s2 --> s3 gx{"× is file scanned or digital"}:::gate s0 --> gx p00["run ocr on file"]:::task gx -->|"scanned image"| p00 p10["read text directly"]:::task gx -->|"digital document"| p10 jn{"○ text ready for ai"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"clean structured text extracted"/]:::out pay{{"saves hours of manual data entry"}}:::pay s3 --> out 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
Starts itA stepA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineDocument Processing & OCRSpreadsheet & Database OpsReporting & AnalyticsSurvey & FeedbackFile & Cloud Storage
Connects
Google DriveGoogle SheetsOpenAIGoogle Gemini
Featured in

The problem it solves

You receive resumes, contracts, invoices, and forms in a dozen different file formats, and pulling the important details out by hand is slow and error prone. Copying data from scanned documents or PDFs into your systems eats up hours every week.

Who it fits

Teams in real estate, legal, finance, HR, or any business that processes a high volume of incoming documents.

How it works

  1. A document is uploaded through a form or shared folder
  2. The file type is detected, whether it's a PDF, Word file, spreadsheet, or scanned image
  3. Scanned documents and images are read using OCR
  4. AI extracts and structures the key text and data
  5. The clean text is saved to Google Sheets or another system for use
What you get

Clean text pulled from any document you upload

You get clean, structured text pulled from almost any document you upload, ready to use in your records or CRM.

What you get

Structured, machine-readable text pulled from the original document, ready to use in a CRM or spreadsheet.

What you need

An OpenAI or Google Gemini API key and a Google Drive and Google Sheets account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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