All case studies

Automation

·

2026

Killing ~1,000 hours a year of manual filing with OCR

A scan-read-rename-file pipeline that takes incoming documents, extracts the fields that matter, names them to convention, and drops them in the right place — then emails the updated list automatically. An estimated 1,000 hours a year of manual handling, gone.

~1,000/yr

Manual hours removed

≈ $48K of labor

~120 hrs

Build effort

~8× first-year return

100%

Filing consistency

naming + location

auto-email

Distribution

on every new doc

Every manufacturer drowns in documents. In our case it was TSPs and similar paperwork that arrived as scans and had to be opened, read, renamed to a naming convention, and filed into the correct directory by hand. It's the kind of low-value, high-volume work that quietly eats a person's week, every week.

I built an OCR pipeline that does the whole loop automatically: it reads each document, pulls the identifying fields, renames the file to the standard convention, and routes it to the correct structured directory. A second piece emails the updated document list whenever something new lands. Conservatively it removes around 1,000 hours a year of manual handling — and the filing is consistent in a way people never were.

Stack

  • OCR over incoming PDFs / scans
  • Field extraction + filename normalization
  • Rule-based routing into a structured directory tree
  • Scripted pipeline (batch + watch)
  • Automated email distribution of the updated list

The work nobody should be doing

Open the scan, read it, rename it to match the convention, file it in the right folder, repeat — all day. High volume, near-zero judgment. That's the textbook profile of work that should be automated: a human is slow, inconsistent, and bored by it, and none of those are failures of the human.

The pipeline

  • OCR the incoming document to text.
  • Extract the identifying fields the filename and routing depend on.
  • Rename the file to the standard convention.
  • Route it into the correct directory in the structured tree.
  • Log the result; flag anything ambiguous for a human instead of guessing.
  • On every new document, email the updated list to the people who need it.

Why OCR + rules wins here

This task is rule-based and repetitive, which is exactly where a machine beats a person: it's fast, perfectly consistent on naming and location, and it never misfiles because it got distracted. The design choice that makes it trustworthy is that genuine edge cases get flagged for review rather than silently guessed — automation you can trust is automation that knows when to stop.

The compounding piece

The distribution step is where the value compounds. Nobody has to remember to send the updated document list anymore — it goes out automatically the moment a new file is filed. Two small automations stacked together remove the entire manual loop, not just one step of it.

The ROI

Around 1,000 hours a year is roughly half a full-time person's time handed back for higher-value work — from a build measured in days, not months. This is the unglamorous kind of automation that quietly pays for an entire IT function, and it's the first thing I look for in any operation: the high-volume, no-judgment task everyone has just accepted as the cost of doing business.

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