Automate Document Control
Documents arrive constantly — from inboxes, portals, and quick uploads. Some are incomplete, others outdated or saved twice under different names. Just when someone needs the final version, it’s missing. Teams spend hours sorting, renaming and rechecking files just to keep things moving. AI fixes that. It reads incoming documents, captures the key info and places them where they belong — automatically, accurately and without chasing folders.
01Files arrive from everywhere, with no structure
Why document control keeps breaking
Certificates, contracts, invoices and delivery notes come in through different channels, in different formats, with no consistent naming or metadata. Documents get lost in shared drives or saved in temporary folders that become permanent. Teams waste time figuring out what each file is, whether it’s complete and where it’s supposed to go. And when things are missing, processes stop: orders stall, invoices wait and compliance slows down.
02Our 4-step approach
How CopperIQ implements process automation.
No new software. No complexity. Just practical automation that works. From intake to full automation in just a few weeks — with minimal disruption to your team.
With our unique 4-step approach, you’ll be up and running in no time.
Discovery
We analyze your processes and identify bottlenecks.
Build
We create tailored automations based on your real workflows and data.
Integration
We connect directly into your existing systems.
Optimize
We monitor and improve continuously as you scale.
03AI recognises the document, extracts the fields and stores it in the right place
How automation keeps documents under control
Documents are read the moment they arrive — scans, PDFs, emails, portal uploads. The system detects what the file is, pulls out the right data and connects it to the right supplier, customer, order or project. It stores the document automatically in the right system, with the right naming and structure. If anything’s missing or doesn’t match, it’s flagged before it slows down purchasing, invoicing or operations.
04Easy integration
We integrate directly into your tech stack.
No extra tools or interfaces needed. CopperIQ is compatible with tools like AFAS, Exact, Salesforce, HubSpot, and more.
05Clear structure, clean files and no more digging
What changes when document control runs itself
Documents land where they should, linked to the right records and ready to use. No more guessing where a file lives or whether it’s the final version. Processes flow without delays. Teams stop sorting and start working. Compliance is easier because everything is complete, traceable and in place — without anyone manually fixing it.
06What clients say
Why companies love working with us.
Clients love working with us because we focus on practical AI that drives real business value. Our solutions boost efficiency without adding complexity, integrate seamlessly into existing tech stacks, and are supported by one dedicated team from discovery to delivery.
Plus, we provide transparent insights and measurable outcomes every step of the way.
The fastest way to get the right answer
With our internal knowledge chat powered by CopperIQ, colleagues can search across product specs and technical details in one place. Instead of digging through documents, they get accurate answers in seconds and can help customers much faster.
Content production without the busywork
With the content platform from CopperIQ we now use AI to draft and prepare blog posts and articles based on our own inputs and guidelines. It helps us move faster on content while keeping the tone consistent across clients and channels.
Our info inbox finally runs itself
Thanks to the automations AI now handles our info mailbox: it reads incoming emails, routes them to the right place and keeps track of what needs a reply. The team spends far less time forwarding and sorting messages, and more time actually solving client issues.
Leads now find the right person instantly
CopperIQ's AI automation capture our incoming leads, forwards them to the right colleague and files them in the correct CRM records. Follow-up is faster, handovers are clearer and creating orders for new clients has become a lot more straightforward.
From messy inbox to ready-to-book orders
CopperIQ built an automation that reads our incoming emails, extracts lead and order details and sends them straight into our CRM and our ERP. Quote requests from email are turned into draft offers and orders automatically, so our team only needs to review and confirm. It removes a large part of the manual data entry and saves us a lot of time in busy periods.
07From chasing files to staying focused
Why this clears the way for faster work
Clean document flow means less clutter and more speed. People know what’s there, what’s missing and what’s ready. Instead of checking filenames or digging through folders, they move forward. Fewer mistakes, fewer delays, and smoother processes — all from having the right documents in the right place, without the noise.
08Start your free demo
Start automating your business processes today.
Stop wasting time on manual tasks. Discover how AI-powered automation pays off fast. Let’s explore how AI-powered process automation can transform your operations. Schedule a free demo or contact us to discover what’s possible.