Product information

Smart Inbox and FastETL: AI data extraction

Turn emails, invoices, orders and other documents into organised information and structured data.

ConsulPoint’s Smart Inbox classifies incoming information and routes it to the right folders or processes. FastETL Folders extract data with AI according to the fields you need, so your team can review and use it through integrated applications.

Receive and classify information for each process

Organise inputs by content: supplier invoices, customer orders, incidents or other communications.

Smart Inbox can process information from emails, Excel or CSV rows and complete conversations, depending on the connected sources and their configuration. It works with both new inputs and batches of information.

Each item is routed to the right context for further processing.

Extract the data your company needs

FastETL Folders turn unstructured information into records with defined fields. For example:

A data schema sets which fields to extract, their format and the conditions they must meet. An AI microagent follows the extraction instructions to obtain that data.

The Schema Library lets you reuse these structures and apply common criteria to documents from different sources.

Schema library
  • Invoices: supplier, invoice number, date, taxable amounts, taxes and totals.
  • Orders: customer, references, product lines and quantities.
  • Incidents: description, date and customer or service references.

Review and use the results with integrated applications

Consult, filter and review records through applications associated with the folders. Depending on the configured process, you can add checks such as comparing amounts, verifying references or detecting missing fields.

Combine these checks with human review to prepare the data before continuing with a task, exporting it or sending it to another system.

Product information

Example: from an emailed order to ERP-ready data

The same approach can be adapted to other processes of document intake, classification and extraction.

  1. Receipt: an email with an order arrives.
  2. Classification: Smart Inbox identifies the type of input and routes it to the right folder.
  3. Extraction: FastETL obtains the customer, references, lines and quantities defined in the schema.
  4. Review: an integrated application lets you check the data and correct it where necessary.
  5. Next step: after validation, the data is prepared for export or sending to the ERP, if that integration is configured.
Limits and requirements

Scope and conditions

  • Define supported sources, the schema, classification criteria and exceptions.
  • Validate with representative samples; no universal accuracy or automatic accounting is promised.
  • Exports, rules and final integrations are agreed for each use case.
Frequently asked questions

Frequently asked questions

What is the difference between Smart Inbox and FastETL?

Smart Inbox organises the incoming flow: it classifies information and routes it to folders or processes. FastETL extracts the defined fields to turn that information into structured records. Both capabilities can be combined within the same process.

Can the data be sent to an ERP or another application?

Yes, through an export or an integration configured for the project. Target systems, fields and operations are defined according to the needs of each case.

Do I need to review data extracted with AI?

Review depends on the document and on how the data will be used. The schema defines the expected structure; checks and human review help detect incorrect values before they are used in significant operations.

Automate document intake and data extraction

Tell us what information you receive, which fields you need and where you want to use them. We help you define the process with Smart Inbox, FastETL Folders and ConsulPoint’s integrated applications.