You create an "Incoming Documents" Bisio board with specific columns for names, dates, totals, and file attachments.
Don't type data manually. Drag a messy PDF into the list. The AI PDF Reader autonomously extracts the text and maps the correct details into your columns.
The AI prepares the data, but it waits for your approval. You review the row, ensuring the numbers match your expectations.
Using the Power Package, you set an automation rule. Once the data is approved, the system automatically alerts the relevant manager to take action.
The simplest way is to use a system of smart lists equipped with an AI PDF Reader. The AI reads your uploaded documents and automatically maps the text into your database columns, replacing manual typing.