Copperlot pilots

Make recurring document work repeatable.

Still copying the same kinds of information from documents into spreadsheets? Let's find out whether clear, reusable rules can do that work for you.

We start with a focused pilot, test the process on later files, and check whether the output is useful in your day-to-day work.

A useful starting point

We agree on the scope and what success means before any work begins.

Start with one workflow

RFQ conversion is the first focused offer. Other document workflows start with a conversation about fit.

Turn eligible RFQ PDFs into editable Excel item lists, with source references and missing details flagged.

Tell us what arrives, what your team does with it, and what you need at the end. We'll assess whether a small pilot makes sense.

How we work

STEP 01

Agree on the input, useful output, scope and pilot period. Identify the repetitive steps and the exceptions.

STEP 02

Use initial files to develop the rules, then test those same rules on later files. Check the results and flag anything uncertain.

STEP 03

Include checking and corrections when assessing time saved. Decide together whether the process is useful enough to continue.

Let's talk about the work

Tell us about a recurring document task you'd like to improve. We'll discuss whether it fits a pilot.

No files or payment details needed to start a conversation.