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Business workflows

Lead Capture

Turn incoming emails, signatures and business cards into a contact list ready for review.

Start this workflowEmail Parser
Illustrative outputEXCEL / CSV / JSON
Illustrative output: Email Parser
FieldExample value
NameAlex Morgan
Email[email protected]
Document numberORDER-1042
Address12 Sample Street

Fictional sample data. Review extracted values against your original document before using or exporting them.

Make it work for your process

Define name, email, company and phone fields. Check contact details, then export CSV for import into your CRM.

From document to usable data

  1. 01

    Upload a document

    Upload here to start. Sign in if needed; your file continues automatically.

  2. 02

    Extract and review

    AI extracts the data automatically. Check the result against the source and refine it in a sentence.

  3. 03

    Export and continue

    Download Excel, CSV or JSON. Save a workflow to reuse this extraction for similar documents.

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Before you start

Can I change the fields?

Yes. Adjust the preset before uploading, or tell AI what to change after seeing your result.

How do I send data to other apps?

Export Excel, CSV or JSON for your tools. For recurring work, save a workflow and configure its available delivery options.

Lead Capture

Start this workflow