Business AI
Company AI Workspace
A shared AI workspace for your team with sensible settings and shared projects.
Fixed price
$299
- Professional Setup
- How-to-Use Walkthrough
- 14-Day Support Included
Business AI
Turn Incoming Documents Into Organized Data.
We build a workflow that takes incoming documents such as invoices or forms, uses AI to extract key fields or summarize them, and saves results to a spreadsheet or folder.
Specialist under NDA 3 acceptance tests How-to-use walkthrough 14-day support
Who this is for
- Finance and admin teams
- Real estate and legal offices
- Businesses processing forms
Before your session
- Sample documents of your chosen type
- An automation platform account
- An AI provider API key
What's included
- Intake folder or email connection
- AI extraction or summary step
- Output to spreadsheet or folder
- Exception handling for unclear documents
- Three functional tests
- 14 days of support for the delivered configuration
Not included
- AI tool licenses and subscriptions
- Company-wide IT administration outside the starter scope
- Custom software development
- Accounting system integrations beyond the starter scope
- AI tool subscriptions, API usage, or license costs
- Complex custom software development
- Advanced integrations not listed in the package
- Major device repair or operating-system troubleshooting
- Custom production infrastructure
Starter scope: One document type and one output destination.
Acceptance
Three tests. You watch them pass.
Your setup is only complete when these practical tests succeed on your own device.
1
A sample document is extracted correctly
Recorded on your checklist
2
Results land in the destination
Recorded on your checklist
3
An unclear document is flagged for review
Recorded on your checklist
The process
How your setup session runs
- 1
Request & prerequisites
You submit a request. We confirm your device, accounts, and goals, and send a prerequisite checklist.
- 2
Specialist & NDA
A qualified specialist is assigned and signs the confidentiality agreement before any access.
- 3
Secure remote session
You start a screen-sharing session and approve access. You can pause or end it at any time.
- 4
Install & configure
We install the tool, connect your account, and configure it for your goals.
- 5
Three acceptance tests
We run three practical tests together so you can see everything works.
- 6
Handover & how-to-use walkthrough
We show you how to use the tool for your own tasks, then hand over a setup completion checklist and 14 days of support.
FAQ
AI Document Workflow setup questions
Related
More Business AI packages
Up to 3 h
Fixed price
$349
- Professional Setup
- How-to-Use Walkthrough
- 14-Day Support Included
Business AI
AI Knowledge Base Starter
An AI assistant that answers questions from your company documents.
Fixed price
$399
- Professional Setup
- How-to-Use Walkthrough
- 14-Day Support Included
Ready for a working AI Document Workflow setup?
$399 fixed price. Up to 4 h. 14 days of support included.
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