ParsePilotFor businesses
An order arrives by email
Match an incoming document attachment.
Extract the order details
Identify the fields your team needs.
Validate and map the data
Apply the rules you configure.
Add a row to your Excel table
Inspect the run and review exceptions.
Built for the people doing the work
You know where information gets retyped, which handoffs get missed, and which tasks happen the same way every week. ParsePilot gives you a place to turn that knowledge into a process your team can operate.
Describe what you want to Otto, who helps you build and understand workflows, or work directly in the visual builder. Review the steps, configure the connections, and decide when the workflow is ready to run.
You operate the platform. Your business owns the process.
Start with a real bottleneck
When an order attachment arrives
Extract order details and line items, validate the fields your team requires, and map the result to an Excel table through Microsoft Graph.
A repeatable path from an incoming document to structured order data.
When a supplier sends an invoice
Capture invoice fields from the attachment, check required values, and write the structured record to a configured Excel table. Review exceptions in execution history.
Your team can work from organized information instead of retyping each document.
When document data needs a traceable record
Extract and transform information, then annotate the source document record in Inbound History. Use execution details to understand how the result was produced.
A structured result with a connection to the original inbound document.
A workspace for the whole process
Ask Otto to help draft and inspect workflows. Use the visual builder to see the sequence, adjust the details, and make the logic your own.
Microsoft Graph is the currently available integration. Write structured results to configured Excel tables, and check the catalog for supported capabilities. Other integrations can be requested.
Follow execution history and inspect what happened at each step. Monitoring and run details give you a starting point when something needs attention.
Automation with oversight
Once configured and enabled, workflows can process incoming documents without someone clicking through every step. Your team decides what to publish, defines validation rules, and reviews exceptions and results in execution history.
Start with one bounded process, inspect real runs, and expand as your team gains confidence. Otto helps you build and understand the work; continuous proactive AI analysis is part of the roadmap.
See how the platform fits togetherGood questions
ParsePilot is a platform you operate. Your team chooses the workflows, configures the connections, and reviews the results. It is designed to help you run your own automations.
You can start with a plain-language description to Otto or use the visual builder. The complexity of your process and connected systems determines how much setup and technical knowledge you need.
Enabled workflows can process matching incoming email attachments unattended according to their configuration. Your team can inspect execution history and review items that need attention.
Microsoft Graph is currently available. Explore the catalog and check the actions your process needs. If a required system is missing, tell us about it when requesting early access.
Start with one process