Upload invoices as 'invoice_batch_01.pdf'
Invoice Processing
Automate invoice data extraction and categorization for financial tracking and analysis in SmartSuite.
Import project proposals 'proposals_Q2.docx'
Update financial records 'finance_tracker'
Project Management
Streamline project initiation by auto-populating project details into SmartSuite from proposal documents.
Parse project details
Create new projects 'project_initiation'
Collect feedback 'customer_feedback_Q1.json'
Customer Feedback Analysis
Analyze customer feedback from various sources and summarize insights in SmartSuite for action.
Analyze sentiment, categorize feedback