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 & AI Agent Expert | Make, Zapier, n8n & Airtable Vetted
97%
Job Success
Gonda City, India - 5:28 am local time
Most businesses are still chasing leads manually, letting follow-ups slip, and running tools that do not talk to each other.
That is exactly why clients hire me.
I help teams with AI Agent Development, Workflow Automation, CRM Automation, and Document Automation, all built around Make, Zapier, n8n, and Airtable, with OpenAI and Claude powering the AI layer, and custom Python whenever no-code platforms reach their limits. I also build AI voice agents with Retell AI and Vapi when a workflow calls for phone-based follow-up or lead qualification.
𝗔 𝗙𝗲𝘄 𝗦𝘆𝘀𝘁𝗲𝗺𝘀 𝗜'𝘃𝗲 𝗕𝘂𝗶𝗹𝘁 (𝗦𝘁𝗶𝗹𝗹 𝗥𝘂𝗻𝗻𝗶𝗻𝗴 𝗧𝗼𝗱𝗮𝘆)
🔹 For an engineering services company, I built an invoicing system that pulls project data straight from Google Sheets, calculates labor costs, and sends the invoice through QuickBooks automatically. Before this, their team was manually cross-referencing jobs, workers, and billing across multiple tabs. That kind of manual work usually costs a team 20-25 hours a week.
🔹 For a real estate business, I built an automation that takes a lead from intake, matches them to relevant property listings based on budget and requirements, and hands them straight to the right agent. Manually matching leads to listings and assigning agents typically eats 25 hours a week per employee, close to $1M a year saved in business.
🔹 For an educational institution, I connected 52 separate enrollment forms across departments into one system that automatically qualifies each student inquiry and syncs it to the CRM. Reviewing that volume of forms by hand, especially during peak enrollment, can take a team 15-20 hours a week.
🔹 For a healthcare staffing business, I built an SMS marketing system that lets the team launch campaigns to clinics and workers directly from Airtable, with delivery automated through Twilio. Manually managing and sending these campaigns usually takes 10-14 hours a week
🔹 For a lead-to-demo pipeline, I built 4 AI voice agents that handle new lead outreach, demo confirmations, reminders, and missed-demo follow-up, keeping GoHighLevel and Pipedrive synced automatically. Manually making these calls and updating both systems typically takes a rep 20-25 hours a week.
These aren't demos or proof-of-concepts. They're production systems that businesses still rely on every day.
I've worked most with real estate, home-service (roofing, HVAC, plumbing, electrical, cleaning), insurance, healthcare businesses, law immigration, mortgage, insurance and many more, so chances are I already understand your workflow before we even talk.
Here is the range of platforms and tools I work across, depending on what the project needs:
- AI Agents & Automation: Make, Zapier, n8n, Airtable, OpenAI, Claude, Python, and many more
- Voice & Communication: Retell AI, Vapi, Twilio, RingCentral, and many more
- CRM & Sales Tools: GoHighLevel, HubSpot, Salesforce, Follow Up Boss, Pipedrive, Close, Zoho, Zendesk, and many more
- Project & Data Management: Notion, ClickUp, Monday, Asana, and many more
- Email & Marketing: Gmail, Outlook, Mailchimp, SendGrid, Klaviyo, and many more
- Documents & Payments: DocuSign, PandaDoc, Stripe, QuickBooks, and many more
🛠️ Tools:
Make • Zapier • n8n • Voiceflow • Landbot • GPT-4o • Claude • Flowise • Tidio • Notion • Google Sheets • CustomGPT.ai
The main goal is simple:
Build a system that actually runs your business day to day, not a demo that works once and breaks a month later.
I'm Top Rated Plus with a 100% Job Success Score and 950+ hours delivered, building production systems that clients keep using long after the project is complete.
Let's chat, I'm open to more work.
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.