CedarFlow Digital Automation
Service

AI that reads,
extracts, and acts.

We build AI-powered workflows that turn emails, PDFs, and unstructured messages into structured data — then route that data 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.

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
Invoice flow example
📧
Invoice arrives
Email attachment or shared folder
🧠
AI extraction
Vendor, amount, due date, line items
⚠️
Validation check
Matches PO? Within budget? Flagged if not.
Approval + logging
Teams/email approval, logged to ERP/Sheets

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 — [email protected]  ·  LinkedIn