Automate email document extraction with AI and OCR to cut manual review by 90%. Achieve faster compliance checks in financial services using GPT-4, Zapier, and Google Vision API.
A financial services firm was drowning in email attachments. Every day, their operations team received hundreds of emails containing client documents—invoices, statements, contracts, and compliance forms. Each document required manual downloading, data extraction, and entry into multiple systems.
The process consumed over 40 hours per week of staff time. Worse, manual data entry led to a 5-8% error rate, causing compliance issues and requiring additional time for corrections. The team had tried basic email filters and rules, but these couldn't handle the complexity of extracting specific data from varied document formats.
With regulatory pressures increasing and document volumes growing 30% year-over-year, the firm needed a solution that could scale without adding headcount.
We built an intelligent email processing automation that completely eliminated manual document handling. The system monitors incoming emails 24/7, automatically identifies relevant attachments, extracts critical data using AI-powered document recognition, and routes information to the appropriate databases and team members.
The automation workflow includes several key components:
The solution leverages Make.com for workflow orchestration, OpenAI's GPT-4 Vision for intelligent document understanding, and custom integrations with the firm's existing tech stack. We also implemented a secure audit trail for compliance requirements.
Timeline: Delivered in 4 weeks, including testing and staff training.
Our automation solution delivered measurable business impact. Within just a few weeks, the team saw significant time savings, reduced costs, and a major boost in efficiency and accuracy — transforming day-to-day operations into a streamlined, error-free process.
95% Reduction
40 hours/week → 2 hours/week
$8,000/Month
Labor costs eliminated
90% Faster
Manual data entry eliminated
100% Accuracy
Error-free processing
"Before working with King of Automation, handling documents attached to emails was a constant bottleneck for our team. We were stuck doing manual data entry that slowed everything down. Andrea’s team came in, understood the problem quickly, and built a custom AI solution that completely removed the need for manual work. What used to take hours now happens automatically—and accurately. It’s been a huge lift for our workflow."
Giovanni Maria S.
Data Analyst at Amundi
This automation was built using the following tools and platforms
This project used our Email & Document Automation service to eliminate manual data entry and improve accuracy.
"It was a real pleasure working with him. He responds quickly, picks things up easily, and communicates excellently. Our expectations were fully met, and after this first project, we will definitely work with him again. He is a real asset and a great collaborator, as he knows exactly what he can do and what is needed to get things done."
NLD
City-Play.nl
"Andrea was a joy to work with. Everything is possible and he is brimming with ideas. He approaches his work in a professional way and has a clear communication style via slack."
V S
Cosmopolitan Production Services
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Ralph J.
Founder of Novatur Design
"Andrea is one of the best freelancers I've ever hired. He was prompt, professional, communicative about timelines and stayed right on track. I'm grateful for his work on this project and will be returning to him for my next automations."
Lucas H.
DLH Media
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Thomas A.
Lido.app
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Florian P.
Notis.ai
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Simone Sala
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Whisper Gretel
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Fiverr Client
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Stefano L.
Head of Sales
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Juan B.
Founder of JB Consulting
"Andrea was very helpful and knowledgeable regarding the project. He tailored to my needs and helped me brainstorm to create the best possible solution. Despite being relatively new to AI automation, Andrea is an expert in this field and I would highly recommend him to others. I would use him again for another project as he taught me many new skills I can use in future projects.
Tiffany P.
Founder of Opia Intimates
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Luca A.
CEO at Contrago Digital LTD
"Before working with King of Automation, handling documents attached to emails was a constant bottleneck for our team. We were stuck doing manual data entry that slowed everything down. Andrea’s team came in, understood the problem quickly, and built a custom AI solution that completely removed the need for manual work. What used to take hours now happens automatically—and accurately. It’s been a huge lift for our workflow."
Giovanni Maria S.
Data Analyst at Amundi
"Working with Andrea was a very pleasant experience. He knows his material very well and does a great job communicating. Would recommend using him again if I ever need help with the project, Andrea was a great teacher as well."
Matthew L.
Account Executive at Odoo
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Tommaso B.
Founder of GhostCopEU
As a Business Analyst at Deloitte, working with King of Automation made a huge difference. Their AI solution helped us quickly analyze research papers in PDF format, saving us hours of manual work. It was accurate, fast, and tailored to our needs. Andrea and his team were responsive and easy to work with. Highly recommended if you deal with heavy document analysis.
Simone S.
Business Analyst at Deloitte
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