Turn inbound documents into clean records.
Invoices, forms, receipts, PDFs, and voice notes come in. Structured records, archived files, and a concise summary come out.
Inbox Clerk automates the repetitive admin work of opening attachments, extracting the important fields, updating the destination system, filing the originals, and flagging anything that needs human review.
- Bookkeeping and tax-prep firms
- Real estate transaction coordinators
- Insurance and admin back offices
- Intake-heavy agencies
- Small legal or service teams with repeated document flow
What changes
- Less copy/paste admin work
- Fewer dropped details
- Cleaner records
- Faster turnaround on new inbound material
- Clear exception handling when confidence is low
We’re not replacing the buyer’s process. We’re taking the repetitive document handling out of it.
Manual intake loop
Someone opens every file, copies fields into a sheet or CRM, renames the source docs, and messages someone when details are missing.
Automated intake flow
Documents arrive, fields are extracted, originals are filed, records are updated, and the team gets one clean summary plus an exception bucket.
Narrow, useful, finished
No sprawling platform project. No big custom frontend. Just one repetitive admin workflow turned into a reliable operating system.
One intake source. One clean output.
1. Intake
Email, upload folder, or chat attachments become the entry point.
2. Extract
The system classifies the document and pulls out the fields that matter.
3. File + update
Originals are archived and the destination system gets updated automatically.
4. Summarize
A concise summary lands in Telegram or Slack. Low-confidence items get flagged for review.
- Invoices
- Receipts
- PDFs
- Scanned images
- Intake forms
- Short voice notes
- Google Sheets
- Airtable
- Simple CRMs
- Google Drive
- Local folders
- Telegram or Slack summaries
- Low-confidence exception bucket
- Human-review fallback
- Narrow scoped v1
- One workflow at a time
Simple setup pricing with optional support.
- One intake source
- One document type or narrow schema
- One destination system
- Daily summary
- Basic exception bucket
- Up to three input variants in the same workflow
- Richer extraction rules
- Instant or scheduled summaries
- Archival plus structured output
- Better exception handling and tuning
- Prompt and rule adjustments
- Light schema changes
- Monitoring and retry tuning
- Small workflow fixes
Likely objections, answered directly.
Do we need a new app?
No. The point is to plug into the tools the team already uses.
What if extraction is wrong?
Low-confidence cases go into an exception bucket so a human can review them before bad records get created.
Is this trying to automate everything?
No. It starts with one repeated intake workflow and makes that workflow disappear.
What is the best demo?
Run a realistic batch of 10–20 documents through the flow and show the records, archive path, and summary message landing end to end.
Start with one workflow review.
Look at one real document pipeline, define the 10–20 fields that matter, and scope the smallest paid implementation that produces a useful end-to-end result.
CTA links are intentionally left as placeholders until real contact/booking paths are chosen.