Use Case · Contract Capture
Document Workflow Automation
SFTP inbound PDF → extraction → naming → SharePoint → Airtable
Workflow
Contract documents in PDF format required manual extraction, storage and database entry.
The Challenge
The Solution
The Impact
The Challenge
- Key fields extracted manually
- Inconsistent naming conventions
- Manual SharePoint storage
- Manual Airtable updates
The Solution
- Capture PDFs via secure SFTP
- Extract predefined contract fields
- Identify Contract Name & Client ID
- Store in correct SharePoint folders
- Insert data into Airtable via API
The Impact
- Manual processing removed
- Data consistency improved
- Documents & metadata synchronised
- Reduced operational friction
Outcome — Contracts become structured, actionable data. Document handling becomes governed workflow.
