Bundle

AI Document Automation Stack

AI Document Automation Stack brings together AI Document Intake, AI Document Classification, AI Document Extraction and AI Document Routing for document-heavy operations, delivered as one project with one intake.

Bundle price
AI Document Intake$3,900
AI Document Classification$3,900
AI Document Extraction$3,900
AI Document Routing$3,900
Bought separately$15,600
Bundle discount, 15%−$2,300

Discount rounded to the nearest $100. Savings are calculated from current component prices, not claimed.

Problems this solves

Documents arrive by email, upload and scan with no single entry point

AI Document Intake collects documents from your agreed sources into one flow. Documents stop sitting in personal inboxes, waiting for someone to notice and forward them.

Staff open every file just to work out what it is

AI Document Classification sorts each document by type, such as invoice, contract or claim form. The next step knows what it is handling without a person opening it.

Key details are copied from documents into systems by hand

AI Document Extraction pulls the fields you need out of each document type. Uncertain items go to a person for review rather than being entered unchecked.

Documents reach the wrong team and sit there for days

AI Document Routing sends each processed document to the right person or system. Work arrives where it belongs, with the extracted details attached, so the receiving team can act straight away.

Scope card SKU UPM-B0041

AI Document Automation Stack

Everything this build includes, written down before you pay. Choose a delivery speed and any add-ons, then add it to your cart.

$13,300 one-time build price
1. Choose your delivery speed

Delivery times are in working days (Monday to Friday) and start once your intake is complete. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.

What is included

Channel
Each included product's channel
Integrations
Integrations of each included product
Knowledge
Knowledge limits of each included product
Workflows
All workflows of: AI Document Intake, AI Document Classification, AI Document Extraction, AI Document Routing; plus up to 3 handoffs between them
Languages
1
Testing
Each product's testing plus 20 cross-product scenarios
Revisions
2 rounds
Handoff
1 combined 90-min handoff session (recorded)
Support
30 days after launch

How the 4 work together

These run as one system: each product keeps doing its own job, and this bundle delivers them together as a single project with a single intake.

Shown in the order components are delivered. Detailed cross-product sequencing copy is added in a later phase.

One intake for all 4

The combined checklist of every included product, collected once through a single intake
Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control (never by email)
your business information (company basics, hours and brand voice), shared during intake
one decision-maker for approvals
an API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit

Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.

Not included

Third-party software subscriptions and AI usage fees
creating source content or data you do not provide
features outside the listed scope (available as add-ons or upgrades)
products not listed in the bundle

What you receive at handover

  • AI Document Intake, AI Document Classification, AI Document Extraction and AI Document Routing, each configured and deployed
  • A review step that sends uncertain items to a person
  • Cross-product workflow configuration from document arrival to routing, with up to three handoffs
  • A combined test report covering each product's tests plus 20 cross-product scenarios
  • A combined admin guide and a recorded 90-minute handoff session
  • 30 days of post-launch support

Expected benefits and how to measure them

  • Can reduce time spent sorting and keying documents.
  • Helps documents reach the right team sooner.
  • Makes it clear which items still need a person.
Processing time per document
Measure time from arrival to routed, from the stack's logs, against a sample timed by hand before launch.
Items sent for review
Track how many documents go to the review step each week, and watch the trend after launch.
Manual entry hours
Ask the team to log document handling hours for one week before launch and one week a month after.

Before you start: Time a sample of documents from arrival to the right person today. Record weekly volumes by document type.

These are things to track, not promised results. Outcomes depend on your data, your team and your market.

Questions about this product

What happens when the AI Document Automation Stack is unsure about a document?

It goes to a person. Every step scores its confidence, and anything below the threshold agreed at intake, whether an unclear classification or a field that could not be read, lands in a review queue for the reviewer you name. Nothing uncertain is filed or routed without that check.

What does the document bundle save?

The four steps cost 15 percent less as a bundle than bought separately, and the price panel shows both totals before you pay. The stack includes the three handoffs and 20 cross-product test scenarios, so a document moves from intake to routing without anyone touching it in between.

How many document types can the stack handle?

Up to three document types, with up to 25 fields each, per the Scope Card. Typical choices are invoices, application forms and identity or supporting documents. We need at least 20 real samples of each type to configure and test the steps before launch.

Where can routed documents be sent?

To a person or a system, based on rules you set at intake, such as type, client or priority. Routing connects one source and one destination system, so each document and its extracted data reach the right place. More destinations can be added through an add-on or a Change Quote.

How is accuracy measured before go-live?

Each step processes 100 sample documents and you receive an accuracy report. You see how many were classified and read correctly, and which ones went to review. If results are below what you need, we adjust during the two rounds of changes before launch.

Can document automation be delivered faster?

Yes. Express and Rush delivery are offered at checkout, each with its date and price shown before you pay. Both depend on document samples and system access arriving within 72 hours, because each of the four steps is configured and tested on your real documents.

Staging copy for testing. Not the live site; payments are in PayPal sandbox and every email goes to the team.