Automation of expert appraisal case management with Make and AI
Email capture → GPT-4 classification → OCR on PDFs → complete deals in Bitrix24 with deadlines and priority. More than forty daily cases, in under two minutes each.
The starting point.
ExpertPericial received dozens of cases per day by email, and their response capacity became saturated. Viral growth doubled demand in just a few weeks, and manual email management consumed critical hours.
Cómo lo hicimos.
A Make scenario was deployed that captures emails, uses GPT-4 to classify the appraisal, applies OCR to PDFs, and normalizes data. The flow creates complete deals in Bitrix24 with documents and deadlines, validates information with AI, and assigns priority via business rules.
Lo que cambió.
Automated processing
The system processed emails without human intervention: more than forty daily cases registered in Bitrix24 in under two minutes each.
Scalability without additional staff
The firm greatly reduced administrative time and can now double volume without hiring.
Operational improvement
Experts receive clear alerts and focus on high-quality reports.
“We were receiving forty cases a day and falling behind. Now every email enters Bitrix24 in under two minutes with all the information extracted and prioritized, we can double volume without hiring.”
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