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All case studies

05

Chaz Horn

Documents Sorting SystemSalesLive

A documents sorting system was designed for Chaz that allows him to sort his documents into different folders based on the content of the document.

Chapter one

The Problem

Chaz had a lot of documents that he needed to sort into different folders based on the content of the document which would have taken him weeks to do manually.

Chapter two

The Onboarding Experience

Chaz was onboarded via an in-person meeting where we discussed his business and his needs. We built the sorting system using his existing documents and his existing folder structure. We also built a custom AI agent that can sort the documents based on the content of the document.

Chapter three

The Result

Chaz now has a fully automated documents sorting system that allows him to sort his documents into different folders based on the content of the document in a matter of minutes. It also auto-sorts any newly added documents into the correct folder.

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