ProjEx | Doc Servant
Doc Servant: from documents to decisions
Most organizations are sitting on a mountain of documents. PDFs, scans, images, handwritten notes, resumes, invoices, reports, and business cards. They are full of value, but nearly impossible to use at scale. Doc Servant transforms unstructured information into structured, usable data.
System-agnostic AI that fits your stack
Doc Servant integrates with Salesforce, NetSuite, SAP, Microsoft, HR platforms, and more. It is built to work across your systems, not lock you into one.
Accuracy
High-precision AI extraction that handles complex layouts, multi-page documents, and diverse formats, while reliably populating your systems of record.
Lightning fast
Process thousands of documents in seconds. Real-time syncing keeps your records up to date.
Flexible integration
Your data flows directly into the tools you already use, with full validation, error handling, and transparency.
What Doc Servant does
- Extracts key data using large language models.
- Creates structured records in Salesforce, ERPs, HR tools, or spreadsheets.
- Supports one-to-many workflows, turning one document into multiple records.
- Operates across systems, not locked into a single CRM.
Instead of rigid templates, Doc Servant uses natural-language instructions, so your business rules can evolve as fast as your organization does.
What can Doc Servant do for you?
Events & Business Cards
Turn stacks of cards into qualified CRM leads. Scan cards at events like MWC, extract names, roles, companies, and interests, and automatically create CRM records with source attribution.
Resumes & Talent Pools
Transform resumes into searchable candidate profiles. Parse CVs in multiple formats, create structured experience and skill records, and generate AI summaries and job-fit indicators.
Invoices & Financial Documents
Convert invoices into clean financial records. Extract totals, vendors, taxes, and terms, and reduce manual entry and human error.
Academic & Institutional Reports
Unlock insights from research and internship data. Extract themes, industries, and outcomes, and enable cohort-level analytics and reporting.