Document Intelligence Agent
PDF to Workflow Automation - Zero Manual Entry
Work orders arrive by email, fax, or portal. Our AI reads them instantly - extracting customer info, problem descriptions, SLAs, and price limits. Then it decides: accept, escalate, or flag for review.
Work-order intake · Document IntelligenceReading PONorthwind AP · PO NW-PO-7730, Q4 PPM for 3 sites
to workorders@meridian · 10:41 AM
NORTHWIND PROPERTY GROUP
Facilities procurement
PURCHASE ORDER
PO number
NW-PO-7730
Date
22 Sep 2026
Contract ref.
MSA-2291
Vendor: Meridian Facility Services · Vendor no. 00418
Service sites
1. Riverside Plaza, Boston MA
2. Harbor Point, Quincy MA
3. Elm Street Depot, Cambridge MA
Service window
1 Oct to 31 Oct 2026
Terms: Net 30 · Invoice against PO, one invoice per site
Approved by K. Adeyemi, Facilities Director
Page 1 of 1
Extracted record
Purchase order NW-PO-7730
Intake today
Two documents in, two jobs out.
Checked against the contract first. Nobody re-typed a field.
One work order
See It In Action
Watch AI process an incoming work order and trigger automated dispatch
Incoming Work Order
Location
Northwind Property Group, Harbor Point
Description
Freezer leaking water. Slip hazard. Requires immediate attention.
NTE (Not to Exceed): $500.00
Response SLA: 4 Hours
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 it works
How Document Intelligence Works
From email attachment to dispatched job in under 60 seconds
- 1
Document Arrives
Work order lands in email, FM portal, or shared inbox. AI automatically detects new documents and begins processing - no human trigger needed. - 2
Smart Extraction
AI identifies and extracts: customer name, location, problem description, urgency level, NTE amount, SLA deadline, and special instructions. - 3
Logic & Dispatch
Business rules check profitability, tech availability, and SLA feasibility. If approved, job is created and dispatched automatically with all extracted details.
Formats
Supported Document Types
Process any format your customers send
PDF Work Orders
Email Requests
Scanned Documents
Contracts & Proposals
Inspection Reports
Purchase Orders
Results
Document Intelligence Results
60sec
Document to Dispatch
98%
Extraction Accuracy
Zero
Manual Data Entry
100%
NTE Compliance
Your rules
Smart Business Logic
AI applies your rules before accepting work
Profitability Check
SLA Feasibility
Scope Validation
Urgency Assessment
The suite
Explore More AI Agents
Document Intelligence works seamlessly with our other intelligent agents
Ready to Automate Document Processing?
See how Document Intelligence can turn incoming work orders into dispatched jobs in seconds.
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