B2B Operations

Automated Contract Data Capture & Workflow Orchestration

A contract PDF read on arrival, filed to SharePoint under your naming rules, and inserted into Airtable, with no manual handling.

The challenge

Before Emmie

  • Key fields extracted by hand
  • Inconsistent naming conventions
  • Manual SharePoint storage
  • Manual Airtable updates
What Emmie does

The approach

  • Captures PDFs via secure SFTP
  • Extracts the predefined contract fields
  • Identifies the contract name and client ID
  • Stores in the correct SharePoint folder
  • Inserts the record into Airtable via API
The impact

The result

  • Manual processing removed
  • Data consistency improved
  • Documents and metadata synchronised
  • Reduced operational friction

Contracts become structured, actionable data, and document handling becomes a governed workflow.

See it run

A live walkthrough of the flow, from the incoming message to the governed action and the sealed audit trail. Click the panel to pause; use Replay to watch again.

Bring this to your desk.

Book a demo and we will run it on your own workflow and systems.