One person sorts everything
They're the bottleneck.
BoldBellowsAI document classification and routing for offices where one shared inbox receives everything
AI document classification and routing that types each file, sends it to the right team and asks a person only when unsure
Document classification gives each file a type and a destination, with a confidence for every decision and an unsure path to a person for the cases that fit nothing. BoldBellows lists the kinds of document that reach you, where each kind should go and what a person would look at to decide, before a single file is labeled, reads each incoming file, gives it a type and a destination with a confidence, sends confident ones on their way, holds the unsure ones for a person and keeps a log of every decision, then builds AI document classification and routing type by type: incoming files from email, a scanner or a portal are read, a model assigns a type such as invoice, contract, application, complaint or ID, a confidence is attached, routing rules send each type to the right folder, queue or person, files below the threshold or fitting no type go to an unsure queue with the file open beside the likely labels, every decision is logged with its confidence, and the labels are checked weekly against what people corrected. Custom AI document classification and routing can add sub-types and priority rules.
View Pricing
One-off setup from $2,035
No monthly subscription
- Document classification
- Confidence on every label
- Unsure ones to a person
- A type and a destination for every file
- Confidence on each decision a threshold you set
- Unsure ones held with the likely labels shown
- Every decision logged corrections feed the weekly check
- Written handover The route, the controls and the repair steps arrive as a PDF
- Your budget stays put from $2,035, and the configurator keeps the running total in view
Chapter 01 the shared-inbox-sorter problem
One shared inbox where everything lands makes one person the bottleneck for every team
Invoices, applications, contracts, complaints and ID scans all arrive in the same place. One person opens each, decides what it is and forwards it. When they are away, the pile grows. Some documents go to the wrong team and sit for days. Urgent ones are mixed with routine ones, because nothing marks them. A first attempt at keyword rules works for invoices and fails for everything with an unusual layout. Nobody can say how long a document spends before it reaches the person who needs it.
Complaints reached the right person within minutes, and nobody asked who had sorted them.
A pile when they're away
Documents wait.
The wrong team gets it
It sits for days.
Before
After
Before
- Every event is written as it arrives
- A person sorts every document by eye and forwards it
- Wrong destinations and urgent items hide in the pile
After
- Each write is keyed on the file, its label and the destination
- Each file is typed with a confidence and sent on automatically
- Only unsure files reach a person, with the likely labels shown
Chapter 02 How it works
How a mixed pile becomes files in the right place
A change is admitted, identified, matched and written, always in that order.
Receive and qualify
The notification is authenticated, stamped with account, resource and time, then checked against the admission rule.
Read, label, score
Each file is read, given a type and attached a confidence.
Route, hold, learn
Confident files are routed, unsure ones are held for a person, and corrections improve the weekly check.
The facts about AI Team the AI route is built on
- A label needs a fallback: Document classification gives each file a type and a destination, with a confidence for every decision and an unsure path to a person for the cases that fit nothing.
- An unsure path is what makes automation safe: Because no classifier is right every time, a threshold sends low-confidence files to a person, which is where the safety comes from.
- If a reply is lost: The route reads AI Document Routing through the file, its label and the destination to learn whether the write landed, then acts on the answer.
Chapter 03 What ships in the build
How documents get sorted: read, label and route
Foundation sets the rules and the key. Operations does the writing. Assurance compares both sides over time.
Admission rule engine
Decides which AI Team events may proceed and logs why the others were set aside.
Stable identity ledger
Pairs every AI Team object with its proposal and its reviewer so that nothing acts without a trail.
Allowlist mapper
Maps approved AI Team fields to AI Document Routing fields one by one and rejects anything not on the list.
Document intake
Collects files from email, scanners and portals.
Classifier
Assigns a type to each file and attaches a confidence.
Routing rules
Sends each type to the right folder, queue or person.
Unsure queue
Holds low-confidence files with the likely labels beside them.
Decision log
Records each label and correction for a weekly accuracy check.
Owner queue
Gives each unresolved AI Team case a named owner, so nothing waits in a shared inbox.
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Chapter 04 Who this fits
Built for data analysts, and for anyone who must sort a mixed inbox of invoices, contracts, forms and letters automatically, so each reaches the right team and the unclear ones reach a person
Routing is the first step of almost every document process, and getting it right removes a surprising amount of waiting.
Office manager
"Stop being the sorter."
Documents route themselves.
Accounts payable clerk
"Receive only invoices."
Wrong files stop reaching you.
Legal assistant
"Get contracts first."
They arrive in your queue.
Operations manager
"Measure delays."
Decisions are logged.
Compliance lead
"Spot complaints early."
They are routed at once.
Owner
"Avoid single points of failure."
No one person is needed.
Chapter 05 The options
Three ways to connect AI Team and AI Document Routing: one shared inbox where everything arrives and a person sorts it by eye, a zap, or document classification with confidence scores, routing rules, an unsure queue and a decision log
Each can open a file. Only one labels it with a confidence, sends it on and asks a person when unsure.
| Question | One human sorter | Wrong destinations | Our routing route |
|---|---|---|---|
| What starts the work | A person spots the update | Every matching hook runs | Only a failed request that meets the written rule |
| How identity is decided | Whoever it is checks the name | Email or name, compared as typed | A human sorter and a growing pile |
| What reaches AI Document Routing | Fields typed from memory | Every mapped field, as plain text | Scored labels and an unsure queue |
| After an uncertain result | Someone checks by eye | Retry, or give up | Searches by the file, its label and the destination, compares, then repairs |
A late notice follows a newer update
The timestamp on the incoming event is checked first; a stale one is recorded and closed instead of rolling the incoming document back.
A document fits two types equally, such as a contract with an invoice attached
The confidence for each type is low, the file goes to the unsure queue with both labels shown, and a person picks one or splits the file. The route looks for the incoming document through the file, its label and the destination, compares it with the intended values and records a verdict: absent, correct, different or unclear. A new incoming document is made only when the search proves there is none.
Start the AI Team to AI Document Routing build with the file, its label and the destination; the rest of the route leans on it.
Interlude What drives the cost: documents, labels and destinations
Pricing for routing: types and destinations
A fixed fee, shaped by your answers: the AI Team AI route begins at $2,035.
View Pricing
One setup fee · Range shown first
Pricing
Build your AI Team AI Document Routing price
Pick a package, answer three short questions about how AI Team data should reach AI Document Routing, and your price and turnaround move as you choose.
Chapter 06 The process
Six steps from a pile to a routed inbox
From the first brief to the first month live, six steps with clear outputs.
-
About 30 minutes
List your document types
We list the types that arrive, where each goes and how a person tells them apart.
-
Access review
Approve access
A restricted connection to AI Team is created, the model is agreed and the keys that identify each decision are fixed.
-
Most of the project
Agree thresholds and queues
The confidence threshold, the routing rules and who handles the unsure queue are written down and signed off.
-
Before you review
Break it on purpose
We replay events, delay them, remove fields and revoke access in a safe AI Document Routing copy before anything goes live.
-
Handover day
Launch with notes
After the final test we enable the route and give you notes that name every owner and repair path.
-
About 30 minutes
Review after launch
Once real events flow, the opening weeks are checked against the evidence log so early surprises are caught and recorded.
Chapter 07 Turnaround
Package timings at a glance
The clock starts when we can see where documents arrive and have recent files of each type.
Foundation
6 to 10 business days
Operations
10 to 16 business days
Assurance
16 to 24 business days
Chapter 08 Getting started
What to have ready
An AI Team connection you are happy for us to test with
Access to the inbox or portal where documents arrive, recent files of each type and a destination for each type
An authorized AI Team connection for the resources named in scope
Your definition of which failed requests should reach AI Document Routing
Permission to run tests against a copy of AI Document Routing
Your expected volume, so limits and pacing can be set
Chapter 09 Trust
Nothing is installed in AI Team or AI Document Routing, only mapped data moves
Nothing reaches the model beyond the agreed fields, each request and reply is logged, and the destination only receives what the rules allow.
Nothing installed inside either tool
The route talks to AI Team and AI Document Routing only through documented endpoints, so neither needs a plugin, a patch or a hidden setting.
Scoped, revocable access
The route sends only the fields on the agreed list to the model, and each request and reply is kept in a log for later review.
Only what the map allows
A written field map decides what crosses. Anything not on it, including private notes and billing data, is left behind.
Search before you write again
After any uncertain result the route looks for the incoming document using the file, its label and the destination; only a proven absence allows a new one.
Minimal logging
The audit trail is made of IDs and decisions, not personal data.
Full handover
After handover you can maintain, change or retire the route on your own.
"Sorting is a small job that holds up a lot of other jobs, and automating it carefully frees everyone downstream."
Steven GrratFounder, BoldBellows
Chapter 10 In their words
What BoldBellows clients say
Verified reviews from business owners who use BoldBellows automations every day, from marketing and data to support and operations.
AI Workflow Automation for Agencies
Running a digital agency with many clients was overwhelming. BoldBellows built one automation dashboard that tracks tasks, sends updates and creates client reports automatically.
Clients love the transparency and we love the time we get back. Productivity is up, and project delays have dropped to almost zero.
AI Customer Journey Automation
We wanted a smoother path from first contact to purchase. BoldBellows built an AI system that guides each customer there automatically.
It sends personalized messages, recommends products and follows up at just the right moment. Customer retention has improved dramatically.
AI Automation Partner
BoldBellows is hands-down the best AI automation partner we’ve worked with. Their systems are fast, reliable and built around how our business actually works.
Every automation they’ve delivered, from customer service to content, runs flawlessly. We’ve saved time, cut costs and grown faster than we expected.
AI Chatbot & Customer Support
BoldBellows built an AI support chatbot for our online boutique, and it has changed how we run the business. We used to have two full-time staff answering the same questions all day. Now the AI handles order tracking, product recommendations and even refund requests on its own.
What surprised me most is how natural it sounds. Customers compliment the ‘agent’ without realizing it’s AI. Our support workload dropped by 75% and customer satisfaction went up dramatically.
AI Content & Social Media Automation
Our marketing agency couldn’t keep up with content. BoldBellows set up an AI content engine that writes blog posts and captions and even designs our social media creatives.
It spots trends and suggests topics for us, so we stay ahead of competitors. We now produce three times the content with the same team, and engagement has soared. They didn’t just automate our workflow, they lifted our whole brand.
AI Lead Qualification & Sales Automation
Our sales team wasted hours chasing cold leads. BoldBellows built an AI lead-scoring system that reads behavior, email engagement and buying signals.
It filters out weak leads and sends personalized follow-ups automatically, so our team only talks to people who are ready to buy. Conversions rose 40% in the first month. It paid for itself straight away.
AI Video & Voice Automation
We publish product videos every week, and BoldBellows introduced us to AI video automation. The system writes the script, voices it and produces the finished video in minutes.
The quality is remarkable: professional voiceovers, clean visuals and smooth editing. Production time went from three days to under 30 minutes, and we scaled our video marketing without adding cost.
AI Email & Smart Inbox Management
Our inbox used to be chaos. BoldBellows built an AI email system that sorts messages, drafts replies and flags anything urgent.
It learns how we write and gets better every week. We reply faster and no longer miss important messages. It feels like having a personal assistant working around the clock.
AI Booking & Scheduling Automation
Our coaching business needed a better way to schedule. BoldBellows automated all of it: bookings, reminders, cancellations and follow-ups.
No-shows fell by 60% and clients enjoy how smooth it is. It feels personal, not robotic. One of the best upgrades we’ve made.
AI Translation & Localisation
When we expanded abroad we needed fast, accurate translations. BoldBellows built an AI translation system that turns our content into several languages instantly.
The translations read naturally and suit each culture. We now serve customers in five new countries without hiring translators. BoldBellows helped us go global.
AI HR & Recruitment Automation
Our HR team was drowning in applications. BoldBellows automated screening, skills-based filtering and interview scheduling.
It saves us hours every week and means we only interview qualified people. Hiring is now faster, better organized and more professional.
AI Accounting & Invoice Automation
BoldBellows automated our whole invoicing process: creating invoices, sending reminders and tracking payments.
Late payments dropped sharply, and our accounting team finally has time for strategy instead of repetitive admin. Worth every penny.
AI Data Entry & Reporting Automation
We used to spend hours collecting data and building weekly reports by hand. BoldBellows automated all of it.
The reports are clean, visual and easy to read, and our managers rely on them for quick decisions. Human error is gone and our numbers are more accurate across the board.
AI E-commerce Listings Automation
BoldBellows automated our product listings. The AI writes descriptions, organizes photos and publishes listings across several marketplaces.
It even answers customer questions instantly. Our store looks more professional and sales have noticeably increased.
AI Document & Contract Automation
Onboarding was slow because we wrote every contract by hand. BoldBellows automated the lot: contracts, welcome emails and client setup.
What took 48 hours now takes under 10 minutes, and clients regularly tell us how professional it feels.
AI Social Comment & DM Automation
We get thousands of comments and messages every week. BoldBellows built an AI system that replies instantly, filters spam and surfaces the important ones.
Engagement is up and our page looks active around the clock. It’s like having a full social media team that never stops.
AI CRM Automation
Our CRM was barely used because updating it by hand was tedious. BoldBellows automated data entry, tagging, segmentation and follow-ups.
Now the CRM is always up to date and our campaigns are far more accurate. It improved our whole sales pipeline.
AI Voice Assistant
BoldBellows built a custom AI voice assistant for our customer hotline. It answers questions, books appointments and handles simple requests.
Customers love how fast it is, and our call-centre workload dropped dramatically. One of the smartest upgrades we’ve made.
Chapter 11 Questions
Routing documents: questions from office teams
Short answers to what people ask before they book. Anything else can go in your quote request.
Is a ready-made AI Team AI template the same thing?
When every document in front of the right team without a sorter is all that is wanted, a connector can manage that. It cannot label each document, send it on and ask a person only when unsure. Those gaps are the reason this build exists.
What types can it recognize?
The types you define, such as invoices, contracts, forms and letters, with new ones added over time.
What does the confidence score do?
It decides whether a file is routed automatically or held for a person.
Where do routed files go?
To folders, queues, mailboxes or systems you name, as confirmed in the quote.
Can it learn from corrections?
Yes. Corrections are logged and used in the weekly accuracy check to improve the labels.
Does it read scanned documents?
Yes, with OCR; poorer scans lower the confidence and are held for review.
How is document routing charged?
Document types, sources and destinations set a single fixed figure, confirmed before any file is routed.
Who agrees the labels and destinations?
Types, thresholds and destinations are written once and routing starts after you accept them.
Can we use a different prompt for different AI Team signals?
Yes. The route can be shaped by priority, region or owner, and each branch keeps its own record. Packages open at $2,035.
How are model changes tested?
We write down what the route assumes. When an assumption stops being true, the route stops that step and says so, rather than improvising.
Give every team the documents that belong to them, without a sorter
Tell us which documents arrive and where each should go; your written quote lands before a single file is classified.
- From $2,035, paid once
- Scored labels
- Unsure queue
- No monthly fee from us