Project Overview:

This project focuses on automating customer onboarding pipelines using AI-driven document parsing and email classification. By leveraging advanced technologies, we aim to enhance operational efficiency and improve client response times significantly.

Objectives:

1. To develop an automated system that reads and interprets incoming emails autonomously.
2. To implement document parsing capabilities that streamline the onboarding process.
3. To utilize AI agents for effective process automation and natural language processing (NLP).

Scope of Work:

The project will encompass the following key areas:

• Integration with Outlook API for seamless email management.
• Utilization of Python for backend development and automation scripts.
• Implementation of LangChain for enhanced document processing.
• Incorporation of Zapier AI Actions to facilitate workflow automation.

The end goal is to create a robust system that not only accelerates operations but also ensures a high level of accuracy in client communications.