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Workflow

Intake to structured data

The PDFs and emails that arrive become rows your systems can use, with doubts flagged.

By
Caleb and Ryan, the founders
Updated
September 2, 2026
Version
0.1, in the library
  • n8n
  • Anthropic API

Documents arrive as attachments and leave as structured records: each field extracted with a confidence judgment, the confident ones flowing straight through, the doubtful ones queued for a person with the source snippet beside the answer. The same shape as our document-intake work, generalized past invoices.

Built, documented, running.

Part of the working library we deploy from on every engagement.

Bring this into a project

Runs on

  • n8n
  • Anthropic API

2 requirements, below.

  • Complete and documented: the same files we run ourselves.
  • Deployed and tuned to your stack as part of an engagement.

The file

Draft excerpt
# Fields name: the field, as downstream systems expect itformat: date, amount, id, or textrequired: whether a blank blocks the recorddoubt-rule: when this field goes to a person

What is inside

3 items. Includes deployment guide.

  • flow.jsonArrival, extraction, confidence gate, review queue
  • fields-template.mdDeclaring your fields and their formats
  • guide.mdSetting the confidence gate honestly

Who it is for

  • Someone re-types what documents already say.
  • The doubtful ones deserve human eyes; today everything gets them.
  • Downstream systems want rows and you have attachments.

Requirements

  • A steady source of similar documents
  • The fields you need out of them, listed

Where this sits

  1. This system

    Intake to structured data

    In the library, running.

  2. In your stack

    Deployed on an engagement

    The audit finds which system earns its place first; we install and tune it around how you work.

Changelog

  1. September 2, 2026In the library. Version 0.1 runs in our own operation.

Related

  1. Agent pack

    Document intake and extraction

    Paperwork reads itself and files its own fields

    Works with n8n, Anthropic API.

    Built and running

  2. Workflow

    Lead intake router

    Every lead from every door lands in one queue, deduped and routed in seconds

    Works with n8n, Make.

    Built and running

  3. Agent pack

    Prospect list builder

    An ideal-customer list built on a schedule, checked against your records first

    Works with Claude Code, Anthropic API.

    Built and running