AI
AI paperwork and inbox
Paperwork such as orders and invoices read into the system you use, and your inbox sorted with draft replies a person sends.
Updated October 16, 2026
In short
AI for paperwork reads the documents that reach your business, such as an order or an invoice, into the system you already use, and sorts your inbox by your rules, with a draft reply ready on the messages that need one. A person still sends each reply. The written plan prices it, and the ops retainer keeps it right after launch.
AI document processing: Software that reads the documents and messages a business receives, such as a purchase order in a PDF or an emailed invoice, and pulls out the details that matter so they can go into the business's own system without retyping. The same reading can sort an inbox by who should handle each message, and draft a reply for a person to check and send. Sometimes called intelligent document processing, it works best on paperwork that arrives in a few repeat shapes, and a careful setup holds back what it reads with low confidence for a person to look at.
Key facts
Microsoft Graph can create a draft reply to a message for an app granted Mail.ReadWrite on a work or school account or a personal Microsoft account, and the draft is sent in a later, separate step.
Source: Microsoft Learn, message: createReply (Microsoft Graph v1.0), checked October 15, 2026
Google lists the Gmail API scopes that read mail or manage drafts as restricted, which in a public app need Google's restricted-scope verification, and a security assessment when that data is stored on servers or transmitted.
Source: Google for Developers, Choose Gmail API scopes, checked October 15, 2026
HIPAA's Privacy Rule lets a covered health provider share protected health information with a business associate only after written assurance that the associate will safeguard it.
Source: eCFR, 45 CFR 164.502(e), disclosures to business associates, checked October 15, 2026
What it does with what arrives
From a message landing in your inbox to the reply a person sends, the rules come from your written plan.
It sorts
Each new message in the inbox gets a label from your rules, such as an order or a question for the office.
It reads
An order or an invoice, in the email or attached as a PDF, is read for the details your system needs.
It enters
Those details go into the one system your written plan names, and anything it is unsure of waits for a person instead.
It drafts
A message that needs an answer gets a draft reply in your words, and a person on your team reads it and sends it.
What you get
The smallest version covers one inbox, plus one kind of paperwork going into one system. Each further kind of paperwork or inbox brings its own rules and tests, so the written plan prices it before work starts.
- One inbox sorted by your rules, each message labelled for the person who handles it
- Draft replies waiting in that inbox, sent by a person on your team
- One kind of paperwork, such as an order or an invoice, read into one system you use
- A short list of what it was unsure of, for a person to check
- A trial run on a batch of your past documents before it touches live work
How it goes
We start with what actually arrives, a week of orders or invoices and a look through the inbox, and write down what each one should become. The written plan names the system the details go into and the rules for sorting, with the price, before anything is built.
Before it touches live work, it runs on a batch of your past documents, and you compare its entries with what your team typed. It goes live once those agree, and the ops retainer keeps it right when a sender changes the layout of its forms.
What stays with a person
In short
Replies go out only when a person sends them, and a document it is unsure of waits for a person to check. Payments stay outside the job.
Replies sent without a person are possible, but they need rules for what may go out and tests for each rule, so they sit outside the smallest version and are priced in the written plan.
Health records are the other line. We do not offer a BAA today, so this job is not for paperwork or an inbox that carries patients' health information.
What it costs
Projects start at $2,500. Past that, the price follows the paperwork itself: how many layouts it has to read, and how the details get into your system.
- Ops retainer
- A monthly fee after launch
- AI usage
- At cost, on accounts in your name
What the smallest version covers: One inbox sorted by your rules, plus one kind of paperwork, such as an order or an invoice, read into one system you use, confirmed in the written plan.
A short call comes first, and the written plan with the exact price follows within two business days, before anything is built. Business days are Sunday to Thursday, and Friday until noon, Los Angeles time; a request after 1 p.m. (noon on Friday) counts from the next business day.
Your rules, your lawyer
In short
We build it and warn you in writing about the legal side. We do not give legal advice, so the rules your AI follows are yours, set with your lawyer.
No legal advice
We flag the questions in writing, and your lawyer answers them. This is general information, not legal advice. Your rules are yours to set with your own lawyer.
A worked example (hypothetical)
Picture a commercial cleaning company in Torrance whose customers send purchase orders as PDFs, each office in its own layout. Someone at the front desk retypes each order into the scheduling app the company already uses, and the shared inbox piles up in between.
One paperwork and inbox job would read each purchase order into that app and sort the shared inbox into new orders and schedule changes, with a draft reply waiting on each schedule change.
The person at the desk still sends each reply and checks the few orders it holds back. What goes away is the retyping.
From the work
The deal desk below turns offers that arrive as chat messages into deals, with the message kept on each record.
Common questions
What kinds of paperwork can it read?
Paperwork that arrives in a few repeat shapes reads best, such as purchase orders or supplier invoices. The smallest version covers one kind, and the written plan prices each kind after it.
Will it send replies on its own?
Not in the smallest version. It writes drafts and a person sends them, because replies that go out alone need rules for what may be sent and tests for each.
What happens when it misreads a document?
The documents it is unsure of wait for a person, and a person can correct any entry it made. A correction that keeps coming back becomes a change to its rules, which the ops retainer covers.
Can a medical or dental office use it?
For paperwork with no health details in it, such as supplier invoices, yes, on an inbox patients do not write to. We do not offer a BAA today, so we do not set it up where patients' health information would reach it, and the written plan names the inbox and the paperwork before anything is built.
Which systems can it enter documents into?
Ones that offer a public way in for software, which the written plan confirms for your account before anything is built. A system with no way in needs another route, priced in the plan.
What does it cost once it is live?
The ops retainer, a monthly fee set in the written plan, covers the fixes when a sender changes its forms or your system changes. The AI usage comes to you at cost, on an account in your name.
Start with a written plan
Tell us about the business and what you need. We reply with questions, then a written plan that lists the work and its price, and nothing starts until you have read it.