You will get Document Processing & Data Extraction Automation for Your Business
Top Rated
Project details
You will get a Document Processing and Data Extraction system that automatically pulls data from your PDFs, invoices, contracts, forms, spreadsheets, and websites so your team stops doing manual data entry and starts working with clean accurate information.
Most businesses in real estate, finance, healthcare, legal, and loan and mortgage are still extracting data by hand. This system fixes that by reading your documents automatically, structuring the data cleanly, and pushing it into your CRM, database, or automation system without any manual work.
I handle PDF extraction, invoice processing, contract parsing, real estate documents, medical records, financial statements, form data, spreadsheet processing, and browser automation for web data.
I have a 100% Job Success Score and Top Rated Plus status on Upwork with $40K+ earned across 20+ completed automation projects. Every system I build is tested live before handoff and comes with a full walkthrough so your team knows exactly how to use it.
If you are not sure whether your documents can be automated, send me a message and I will review your process and tell you honestly what is possible.
Most businesses in real estate, finance, healthcare, legal, and loan and mortgage are still extracting data by hand. This system fixes that by reading your documents automatically, structuring the data cleanly, and pushing it into your CRM, database, or automation system without any manual work.
I handle PDF extraction, invoice processing, contract parsing, real estate documents, medical records, financial statements, form data, spreadsheet processing, and browser automation for web data.
I have a 100% Job Success Score and Top Rated Plus status on Upwork with $40K+ earned across 20+ completed automation projects. Every system I build is tested live before handoff and comes with a full walkthrough so your team knows exactly how to use it.
If you are not sure whether your documents can be automated, send me a message and I will review your process and tell you honestly what is possible.
What's included $990
These options are included with the project scope.
$990
- Delivery Time 3 days
- Number of Sources Mined/Scraped 1
- Number of Revisions 1
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XC
Xiu C.
Jun 3, 2026
project - retell
Very detail oriented
JS
Jolly S.
Apr 13, 2026
Automation Expert Needed with Airtable, Make, and Twilio
It was a pleasure working with Ankit. Will work again.
SC
Stuart C.
Feb 18, 2026
1040 Airtable Form
Was wonderful to work with. Was able to complete the job competently and was easy to work with.
LL
Louis L.
Jan 20, 2026
N8N for 5 clients
Highly recommend, very detail oriented and got a complex automation for google sheet done on n8n for me quickly and accurately.
JS
Jolly S.
Jan 15, 2026
Automation Expert Needed with Airtable, Make, and Twilio
very good developer
About Ankit
AI Automation Expert | n8n, Make, CRM, Claude AI Automation
97%
Job Success
Gonda City, India - 9:14 am local time
I build AI automation systems and AI agents that run real business workflows — connecting your CRM, databases, communication tools, APIs, and AI into one reliable system.
My focus is not just connecting apps. It's building the complete workflow around your business process.
What I build
🤖AI Agents & AI-Powered Workflows
• AI lead qualification & routing
• AI sales and outreach agents
• AI customer support agents
• AI research & data-processing agents
• AI document processing & extraction
• AI internal assistants & knowledge systems
• AI voice/calling agents
• Human-in-the-loop AI workflows
⚙️Business & Workflow Automation
• Lead capture, management & follow-up
• CRM automation and pipeline management
• Automated email and notifications
• Document generation and approval workflows
• Data synchronization between systems
• Reporting and operational dashboards
• Internal operations automation
• API & webhook integrations
• Automated task assignment and routing
📊 CRM & Business Systems
• Airtable databases and business systems
• CRM setup and workflow automation
• Lead management systems
• Automated follow-up sequences
• Internal dashboards and portals
• Data management and synchronization
📊 The technology I use
AI: Claude, OpenAI, LLMs, AI Agents
Automation: n8n, Make, Zapier
Data & Systems: Airtable, Supabase
Development: Python, REST APIs, Webhooks
Business Tools: HubSpot, Salesforce, Google Workspace, Slack, ClickUp, Monday, Notion and other SaaS platforms
I choose the technology based on the workflow — not the other way around.
For example, a typical lead automation system can:
Capture a lead → enrich the data → qualify it with AI → update the CRM → send a personalized response → notify the sales team → schedule a meeting → trigger follow-ups → update reporting automatically.
That's the type of end-to-end system I build.
### Problems I help businesses solve
You may be a good fit if:
• Your team spends hours every week on repetitive admin work
• Leads are coming in but follow-up is inconsistent
• Your CRM requires too much manual updating
• Data is scattered across multiple applications
• Your team repeatedly copies and pastes information
• Reports or documents are still created manually
• Your existing Make, n8n or Zapier workflows are unreliable
• You want to introduce AI into an existing business process
• You need different systems to communicate through APIs
• You want an AI agent that can actually perform actions, not just answer questions
### How I approach automation
1. Understand the workflow
I map how your team handles the process today.
2. Find the bottlenecks
I identify repetitive work, disconnected systems, manual decisions and points where leads or data get lost.
3. Design the system
I determine where traditional automation, AI, APIs and human approval should be used.
4. Build & test
I develop the workflow, integrations and AI logic, including edge cases and error handling.
5. Document & optimize
You get a system your team can understand, maintain and expand.
I bring 6+ years of software development experienceand hands-on experience building AI automation, CRM systems, Airtable solutions, internal operations platforms, AI agents, API integrations and workflow automation systems.
I don't build automation just because something can be automated.
I build it when it saves time, improves operations, reduces manual work, or helps your team handle more business without adding more people.
Have a workflow your team is still doing manually? Send it to me. I'll tell you what I'd automate first and the approach I'd recommend.
Steps for completing your project
After purchasing the project, send requirements so Ankit can start the project.
Delivery time starts when Ankit receives requirements from you.
Ankit works on your project following the steps below.
Revisions may occur after the delivery date.
Understanding Your Documents & Process
We start with a call to understand your documents, your current extraction process, and exactly where the data needs to go after it is pulled.
Building Your Extraction System
We test the system live with your actual documents so you can see exactly how data is extracted and structured before it goes live.