PDF received
Email, upload or watched folder
Documents & operations
Turn incoming documents into structured data.
Extract the values your team needs from PDFs, forms, invoices and reports, validate them, then send them to the systems where work happens.
Illustrated workflowExample / 01
Values extracted
Fields checked against your rules
System updated
CRM, ERP or workflow receives the result
A representative flow. The final design follows your systems, policies and approval requirements.
The common problem
Where teams lose time.
Teams repeatedly copy names, totals, dates and reference numbers from documents into CRMs, ERPs or spreadsheets. It is slow, difficult to audit and easy to get wrong.
- Reduce repetitive data entry
- Flag low-confidence fields for review
- Keep an audit trail of every extracted value
Privacy by design
Protect the data inside the flow.
Forevibe maps data use and responsibilities before implementation. Controls are tailored to the sensitivity of the information, the systems involved and the decisions the workflow supports.
Read the full privacy notice- 01
Process only the fields needed for the workflow
- 02
Use role-based access and encrypted connections
- 03
Agree retention periods before launch
- 04
Keep a human approval step for sensitive or high-impact records