Create an "Incoming Documents" list with specific columns for names, dates, totals, and file attachments.
Don't type it manually. Just drag a messy PDF into the list, and the AI will read it and fill out the details for you.
The AI prepares the data, but it waits for your approval. You review the row, ensuring the numbers match your expectations.
Set up a simple automation rule. Once the data is approved, the system automatically alerts the right person on your team to take action.
The simplest way is to use a system of connected lists equipped with an AI PDF Reader to process documents automatically. Alternatively, you can use the Public Forms feature to let your clients submit the data securely themselves, bypassing manual entry entirely.