See It In Action
Watch AI process an incoming work order and trigger automated dispatch
Incoming Work Order
PDF Attachment
Work Order
Walmart FM #9921
Location
Walmart Store #402, Dallas, TX
Description
Bakery Freezer leaking water. Slip hazard. Requires immediate attention.
Commercial Terms
Contact: John Martinez (Store Manager)
Phone: (214) 555-0142
Smart Extraction
Commercial Logic Check
Workflow Triggered
The Problem With Manual Document Processing
Staff manually re-type work order details from PDFs and emails
Price caps and SLAs get missed - leading to margin erosion
Hours delay between document arrival and job dispatch
Typos in addresses cause missed appointments
The Document Intelligence Solution
AI reads and extracts all fields automatically from any format
Highlights NTE limits and SLA requirements for techs
Instant job creation and dispatch - minutes, not hours
Address validation ensures techs arrive at the right location
How Document Intelligence Works
From email attachment to dispatched job in under 60 seconds
Document Arrives
Work order lands in email, FM portal, or shared inbox. AI automatically detects new documents and begins processing - no human trigger needed.
Smart Extraction
AI identifies and extracts: customer name, location, problem description, urgency level, NTE amount, SLA deadline, and special instructions.
Logic & Dispatch
Business rules check profitability, tech availability, and SLA feasibility. If approved, job is created and dispatched automatically with all extracted details.
Supported Document Types
Process any format your customers send
PDF Work Orders
FM platform exports, customer-generated orders, and standardized forms. Any PDF layout supported.
Email Requests
Plain text emails, HTML emails with embedded details, and email threads with conversation history.
Scanned Documents
Faxed orders, handwritten notes (if legible), and photographed paperwork. OCR handles it all.
Contracts & Proposals
Extract terms, pricing, and scope from multi-page contracts. Identify key obligations and deadlines.
Inspection Reports
Third-party inspection results, compliance reports, and audit findings. Auto-create follow-up work orders.
Purchase Orders
Vendor POs, customer POs, and approval documents. Match to jobs and track commercial terms.
Document Intelligence Results
Document to Dispatch
Extraction Accuracy
Manual Data Entry
NTE Compliance
Smart Business Logic
AI applies your rules before accepting work
Profitability Check
Is the NTE limit sufficient to cover estimated costs? AI compares historical job costs to quoted limits before accepting.
SLA Feasibility
Can we meet the response time requirement? AI checks technician availability and travel time before committing.
Scope Validation
Is this work within our service capabilities? AI checks against your defined trade skills and certifications.
Urgency Assessment
Is this an emergency requiring immediate dispatch? AI identifies safety hazards and critical failures.
Explore More AI Agents
Document Intelligence works seamlessly with our other intelligent agents