Records Specialist AI

Effortlessly manages and processes work packet documents by monitoring your inbox, analyzing attachments, and updating your business systems with extracted data.

• Continuously monitors your email inbox for new messages containing attachments.
• Reads incoming emails and checks for any attachments.
• Validates whether attached files are PDFs or images.
• Uses AI to identify if the uploaded document is a Work Packet with Tally, Work Scope List, or Work Order.
• Analyzes identified work packet documents with AI to extract key data.
• Updates the business system automatically with the extracted information.

Records Specialist AI streamlines document intake and data extraction—no more manual processing or missed details.