Rex Automaton
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Document and data extraction

Invoices, statements, contracts and forms still arrive as PDFs, photos and inbound email, and somebody ends up retyping them. These posts cover pulling structured data out of them reliably: choosing between OCR and a vision model, validating what comes back, handling the layouts that break parsers, and writing the result into whichever system needed it, whether that is a ledger, a CRM record or a downstream API. The recurring lesson is that extraction is the easy half and trusting the extraction is the hard one.

Want this built rather than explained? See Document Automation.

Document & Data ExtractionOctober 29, 202619 min read

How to Automate Receipts to QuickBooks Online (Even From a Shoebox of Mixed Paper)

A pipeline that splits a scanned stack page by page, reads every page twice, and posts each expense into the client's QuickBooks Online with the scan attached. On a year the bookkeeper had already closed by hand, it matched her books to the cent on four accounts.

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Document & Data ExtractionSeptember 12, 20268 min read

How to Automate Real Estate Listing Paperwork (AgentHaus Demo)

We built a demo for AgentHaus that auto-fills listing packets and offers from one intake, routes to e-signature, and maintains an audit trail. A discovery-grade POC any real estate team can adapt.

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Document & Data ExtractionAugust 26, 20268 min read

Call Transcripts Into Your Database: A Trading Firm Build

Traders lose deal details when call notes depend on whoever has time. We built a local pipeline that transcribes every call and writes structured summaries into the firm's existing database. It ingested tens of thousands of calls at cutover with zero write errors.

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Document & Data ExtractionAugust 21, 202611 min read

Typeform to Google Sheets: Backfill and Continuous Sync

We built a Typeform to Sheets pipeline that backfills all history and keeps syncing via webhooks without duplicates. Handles the 1,000 backfill cap and schema drift cleanly.

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Document & Data ExtractionAugust 20, 202611 min read

Export Typeform to Google Sheets without Duplicates

Export Typeform to Google Sheets without duplicates. Upsert by key, keep hidden fields and uploads, and connect to Livestorm in the same flow.

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Document & Data ExtractionAugust 20, 202610 min read

Jotform Google Sheets: How to Update Rows on Edit and Keep Attachments Working

We built a Jotform to Google Sheets sync that updates rows on submission edits, avoids duplicates with Submission ID keys, and preserves attachment links. Includes a safe backfill pattern.

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Document & Data ExtractionAugust 19, 202612 min read

Connect Gmail and Google Sheets to Gravity Forms

Connect Gmail and Google Sheets to Gravity Forms: real-time webhooks, edit-safe upserts, Drive files, and auto emails from Apps Script. No Zapier.

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Document & Data ExtractionAugust 10, 202614 min read

Export Typeform to Google Sheets with File Uploads

Export Typeform to Google Sheets with file uploads. Webhook saves files to Drive and writes permanent links to your sheet. Quick steps in English and Spanish.

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Document & Data ExtractionAugust 2, 202616 min read

Connect Jotform to Google Sheets with Attachments

Connect Jotform to Google Sheets with working file links. Fix broken syncs, mirror uploads to Drive, and safely update rows with SubmissionID.

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Document & Data ExtractionAugust 2, 20269 min read

How to Extract PDF Receipts to Google Sheets or QuickBooks

A production pattern to parse PDFs and receipts into Google Sheets or QuickBooks using Drive OCR, regex parsing, and mapping tables. It replaces hours of manual entry.

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Document & Data ExtractionAugust 1, 202613 min read

Automate AppFolio Bills from an ap@ Vendor Inbox

Set up an ap@ vendor inbox, auto-capture invoices, route approvals, then create AppFolio Bills with PDFs attached and correct property coding.

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Document & Data ExtractionJuly 9, 202611 min read

How to Turn Fathom Calls into Google Docs SOWs

We built an automation that converts Fathom call transcripts into a structured Google Docs Statement of Work in minutes, with deterministic sections and zero hallucinated scope.

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Document & Data ExtractionJune 12, 202614 min read

How to Automate Soft Pull Credit Dispatch from Inbound Loan Emails (No Form Replacement Required)

Parse incoming loan application emails with a GPT-5-mini extraction layer and dispatch to Microbilt and Agility Credit bureau APIs automatically. Soft Pull Solutions' live credit-pull platform now handles 14 lender clients this way, processing every submitted application without manual data entry.

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Document & Data ExtractionJune 9, 202610 min read

How to Sync Revver Documents into Pipedrive and HubSpot (With the Content Inline, Not Just a Link)

A link back to Revver makes your team leave the CRM to read anything. Here is the sync service that parses the documents, embeds the actual content into Pipedrive and HubSpot records, and collapses duplicates. This is a proof-of-concept demo we built for Soft Pull Solutions.

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Document & Data ExtractionDecember 31, 20256 min read

How to automate QuickBooks bank transaction imports from Google Drive and OneDrive

Drop a PDF bank statement into a Drive folder, get a QuickBooks-ready import file in minutes. The architecture, the accuracy numbers, and what manual entry is actually costing you.

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Operations & Admin Automation59CRM & Pipeline Automation55Automation Strategy & ROI34Reporting & Analytics32AI Voice & Chat Agents26Marketing & Content Automation17Sales & Outreach Automation12Industry & Local Guides10AI Search & SEO5

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