Document, Inbox & Request Processing
Stop important requests sitting in inboxes for days
Emails, attachments, forms, and requests pile up. We build systems that extract the key data, categorise the work, assign it to the right person, and track it through to resolution.
The problem
Inbound work that nobody owns until it's already late
Most ops teams have the same bottleneck: work arrives by email or form, sits in a shared inbox, and doesn't get actioned until someone notices. Attachments get lost, requests get miscategorised, and follow-ups depend on someone remembering.
What we do
Systems that triage, extract, assign, and track inbound work
We build processing pipelines that handle inbound requests automatically. Emails get parsed, documents get read, requests get categorised and assigned, and everything is tracked through to completion.
Typical use cases
Where this applies
Operations inbox triage
Inbound emails categorised by type, priority assigned, routed to the right team member, tracked until resolved. No more 'did anyone pick this up?'.
Invoice and receipt processing
PDFs and images parsed for amounts, dates, supplier details. Data structured and pushed into your accounting or admin system without manual re-entry.
Enquiry and lead capture
Form submissions and email enquiries parsed, categorised, logged in your CRM, and assigned for follow-up. Nothing falls through the cracks.
Support request management
Customer issues categorised, priority assigned, routed to the right team, tracked with SLA alerts. Resolution tracked end-to-end.
How it works
What the system actually does, step by step
1. Reads inbound messages
- Monitors email inboxes, form submissions, or file uploads
- Identifies new items as they arrive
- Handles attachments, PDFs, and structured forms
2. Extracts structured fields
- Pulls key data from documents: amounts, dates, names, reference numbers
- Handles invoices, receipts, application forms, and enquiries
- Outputs clean, structured records
3. Categorises and assigns
- Sorts requests by type, urgency, or department
- Assigns an owner based on rules or current workload
- Flags priority items and sets SLA timers
4. Tracks resolution
- Monitors open items through to completion
- Sends reminders for overdue work
- Provides a queue view your team can work from daily
In practice
What an inbox processing system looks like
A typical build sits between your inbound channels (email, forms, uploads) and your internal tools. It parses, categorises, assigns, and tracks everything, giving your team a queue to work from instead of a chaotic inbox.
Getting started
How projects usually start
We start by looking at where inbound work arrives, what data matters, and how it's currently processed. Then we scope a first build, often focused on a single inbox or request type, and expand from there. Typical first projects take 3 to 5 weeks.
Discovery call
Scope & quote
Build & deliver
Typical first engagement
- One inbox or request type as a starting point
- 3 to 5 weeks from kickoff to live
- Fixed scope, expand after the first version lands
- Connects to your email, forms, or file uploads
- Includes validation steps for edge cases
Common tools we work with
FAQ
Common questions
Got an inbox that's become a bottleneck?
Show us the bottleneck. We'll map the intake flow and scope a system that triages, assigns, and tracks the work automatically.
Show us the bottleneck