Solution · By problem
Classify the documents that land and file each one where it belongs, on their own
Everything lands in your shared inbox and your Drive: contracts, resumes, IDs, forms, delivery notes, emails with attachments. Someone opens them one by one, figures out what type they are, and files them in the right folder or system. That gets automated: the system recognizes each one by type, renames it, and drops it where it belongs on arrival.
The problem
The document lands. Someone opens it, guesses what it is, and drags it into a folder.
- Everything lands mixed into one shared inbox or folder —contracts, resumes, IDs, signed forms, delivery notes, emails with attachments— and someone has to open each one to know what it is.
- Filing depends on the person: everyone names files their own way and drops them in whatever folder seems right, so later nobody can find a thing.
- The right document ends up in the wrong folder and doesn’t surface until it really matters —an audit, a dispute, a pending signature—.
- In peaks —a hiring push, a close, a wave of new sign-ups— the inbox grows faster than anyone can classify and the work jams behind the triage.
Cost of staying the same
The time spent opening, identifying, and filing each document shows up as a cost in no report: it shows up as folders nobody understands, misfiled documents, and skilled people playing clerk. You pay for it all the same —spread out and invisible— until the day you can’t find the contract you need.
The solution
A classifier that recognizes the document type and files it where it goes; a person only reviews the doubtful ones
- 1We define your real document types and where each one goes: contract → client folder, resume → ATS, ID → record, delivery note → ERP, form → its process. Your taxonomy, not a generic template.
- 2We connect the intakes you already get them through —shared inbox, Drive, SharePoint, email with attachments— and the system reads each document on arrival: it understands what type it is even in PDF, scanned, or as a photo, without relying on a fixed template.
- 3It renames it with your convention, applies the tags you use, and files it in the right folder or system per your rules. Anything it doesn’t recognize with confidence goes to a review inbox instead of being filed blind.
- 4We leave it measured: what share gets classified and filed untouched, how many end up relocated afterward, and how much time drops from a document arriving to sitting in its place. It retrains on your corrections.
What changes
What you stop losing
80% to 90% of a company’s new data is unstructured —documents, emails, scans—: exactly the material fixed-field rules were never built to read, the stuff that gets classified by hand.
Gartner (via Extend, 2025)
On average, staff spend about 1.8 hours a day —9.3 a week— searching for and gathering information; sorting documents on arrival is what cuts that search.
McKinsey (The social economy report, via Cottrill Research)
What we measure: % of documents classified and filed without intervention, later relocation rate, and time from a document arriving to sitting in its folder or system.
What we measure
Spec sheet
- Work it removes
- opening each document to decide what it is and where to file it
- Typical setup
- 2–3 weeks
- Input
- incoming document (email attachment or shared folder)
- Output
- document classified, renamed and filed in its destination
- Works with
- Google DriveSharePointOneDriveDropbox
- Can connect to
- AI document classifier (vision + NLP)CRMATSERP
- What we measure
- % of documents classified without interventiontype and destination accuracyfiling timeduplicates detected
- Good fit for
- flows with recurring document types and defined destinations
- Not a fit for
- documents with no pattern or clear filing rules
Frequently asked questions
They’re two different steps. Here the job is recognizing WHAT type each document is —this is a contract, this a resume, this a delivery note— and dropping it in the folder or system it belongs to. Extracting data is reading the fields INSIDE one specific type (vendor, amount, tax on an invoice). They often run back to back: first we classify and file, then on whichever type calls for it we build the extraction too. But the problem of “everything lands mixed and I don’t know where to put it” gets solved here.
Yes — that’s exactly what it solves. It doesn’t rely on a fixed template: the system understands the document by what it is —contract, ID, form— even in PDF, scanned crooked, or as a phone photo. Types it doesn’t recognize with confidence go to a review inbox instead of being filed blind, and it learns from every correction your team makes until it classifies them on its own.
No. It’s built on what you already use —Google Drive, SharePoint, OneDrive, Dropbox and the like—: documents come in where they do today and come out filed in your structure, with your names and your tags. We don’t sell you a new manager to learn; we take the open-identify-and-drag-by-hand step out of the one you have.
Want it running in your business?
You’ve pinned the problem. We ship the fix and leave it measured.