Solution
Eliminate the copy-paste tax on your team.
Most SMB teams burn 8–15 hours per person per week shuffling data between tools. Talos builds AI workflows that read, structure, and route information automatically — so people can do real work.
AI document and data automation reads your forms, PDFs, invoices, and emails, then writes the structured fields straight into your CRM, billing, or back-office system — eliminating 15–25 hours per week of manual typing per teammate.
If your team is drowning in busywork, this is for you
Ops & admin teams
Re-keying form data into CRMs, spreadsheets, and billing tools.
Finance & billing
Manually processing invoices, receipts, and reconciliation.
Legal & compliance
Extracting fields from contracts, intake forms, and PDFs.
Sales ops
Cleaning lead data and updating pipeline by hand.
What we automate
Document extraction
Pull structured data from PDFs, contracts, invoices, and intake forms.
Form-to-CRM routing
Auto-create and update CRM records from web forms, email, or voice intake.
Email triage
Read inbound email, extract data, and trigger the right downstream action.
Spreadsheet sync
Keep Sheets, Airtable, and your CRM in sync without human touch.
Invoice & receipt processing
OCR + AI extraction into accounting tools.
Internal report generation
Pull from multiple sources into a daily/weekly report automatically.
Before vs after
Before
- 8–15 hrs/wk per person on data entry
- Errors and missed fields cause downstream chaos
- Reports take days to assemble
- Hiring decisions driven by admin volume
After
- Data flows between tools automatically
- Fields validated and standardized at intake
- Reports generated in real time
- Team focused on judgment work, not typing
How we deploy it
Workflow audit
Identify the highest-ROI manual loops to automate first.
Pilot build
Ship one high-impact automation in 2–3 weeks to prove value.
Expand
Layer additional flows as the team gets time back.
Document & monitor
Hand off SOPs + alerting so nothing breaks silently.
What you can expect
8–15 hrs
Weekly hours saved
Per person on average.
90%+
Field accuracy
Across documents and forms.
2–4 wks
Time to first ROI
From kickoff.
30–50%
Faster month-end
When applied to finance ops.
Works with the tools you already run on
How it played out for one client
20-person professional services firm
Professional ServicesChallenge
Ops team spending 60+ hrs/week re-keying intake forms, contracts, and billing data across HubSpot, QuickBooks, and Google Sheets.
Solution
Talos shipped a document-processing + sync workflow that extracts fields, validates, and writes to all systems automatically.
Result
Reclaimed 50+ hours/week of admin time. Onboarded 30% more clients with the same team.
Representative example. Specific results vary by business.
Frequently asked questions
Get hours back per person, per week
Book a 20-minute audit and we'll identify the 2–3 workflows with the biggest ROI for your team.
The services behind this solution
Workflow Automation
End-to-end automation that connects email, calendar, billing, and ops into one intelligent pipeline.
Learn moreAI Document Processing
Extract, route, and act on data from contracts, invoices, intake forms, and PDFs — automatically.
Learn moreCRM Automation
Automate lead capture, pipeline updates, follow-ups, and reporting across HubSpot, Salesforce, GHL, and more.
Learn moreIndustries this works for
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