AI that reads,
extracts, and acts.
We put ChatGPT, Claude, Gemini, and Microsoft Copilot to work inside your processes — turning emails, PDFs, and unstructured messages into structured data, summaries, and draft responses, then routing it into the right tools automatically.
What we use AI for
We apply AI where it replaces real manual effort — not where it adds complexity for its own sake.
Invoice & PO parsing
Extract vendor name, line items, totals, and due dates from PDFs and emails automatically — no manual data entry.
Email triage & classification
Automatically categorize inbound emails — support requests, quotes, complaints, leads — and route them to the right team or trigger the right workflow.
Document data extraction
Pull key fields from contracts, forms, reports, and applications — without building a custom parser for every document type.
Auto-summaries & digests
Summarize meeting notes, long email threads, or daily activity logs into a short brief — delivered on a schedule to whoever needs it.
Anomaly detection
Flag invoices that don't match POs, expenses outside policy, or data that looks wrong — before it becomes a problem.
Draft generation
Generate first-draft responses to common customer inquiries, support tickets, or follow-up emails — reviewed by a human before sending.
The AI models we integrate
We're model-agnostic — we pick the right AI for each job, connect it securely to your systems, and build it into automations you can trust. No hype, no lock-in.
ChatGPT (OpenAI)
Drafting, classification, and extraction inside your workflows via the OpenAI API — or custom GPTs built for your team.
Claude & Cowork (Anthropic)
Long-document analysis, careful reasoning, and Claude/Cowork-driven task automation over your own files and data.
Gemini (Google)
AI built into Google Workspace — summaries, drafting, and data tasks across Gmail, Docs, and Sheets.
Microsoft Copilot
Copilot and Power Automate AI Builder inside Microsoft 365 — for teams already working in Teams, Outlook, and SharePoint.
We help you choose the right model, handle data securely, and keep a human in the loop where it matters.
Example: Invoice automation end-to-end
A typical AI workflow we build for finance and ops teams — from email to payment-ready in minutes, not hours.
- Works with any invoice format — PDF, image, or email body
- Extraction accuracy checked against your rules (amounts, vendors, due dates)
- Flags anomalies for human review before approval
- Full audit trail logged to SharePoint, Sheets, or your ERP
Common questions
What AI models or tools do you use?
We use a combination of tools depending on your environment — Azure AI, OpenAI, and built-in AI features in Power Automate and Make. We recommend based on your data residency requirements, existing Microsoft/Google licensing, and budget.
Is our data sent to third-party AI services?
It depends on the approach we take. We'll discuss data handling upfront and can architect solutions that keep data within your Microsoft or Google tenant if that's a requirement. We always document where data flows.
How accurate is AI extraction?
For structured documents like invoices and purchase orders, accuracy is typically very high — 95%+. We build validation rules and exception handling so edge cases get flagged for human review rather than processed incorrectly.
Do you build chatbots or customer-facing AI?
Our focus is internal workflow automation rather than customer-facing chatbots. If you need AI that helps your team work faster — not a public-facing bot — we're the right fit.
Tell us what you're processing manually.
Whether it's invoices, emails, forms, or documents — we'll show you how AI can handle the extraction so your team handles the decisions.
Or reach out directly — hello@cedarflow.co · LinkedIn