Optic by Teric
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Optic platform / Doc to Data

Turn documents into workflow data.

Optic pulls usable fields, summaries, decisions, and next-step signals out of PDFs, quotes, invoices, reports, service notes, intake forms, and emails so document-heavy work can move into the workflow.

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What it handles

Doc to Data is built for the documents that slow teams down.

The strongest fit is repeated document intake where people are reading, copying, checking, and re-keying the same kinds of information into systems or spreadsheets.

  • Quotes, estimates, bids, and proposal packets
  • Invoices, purchase orders, receipts, and statements
  • Service tickets, field notes, inspection forms, and work orders
  • Reports, PDFs, spreadsheets, emails, intake forms, and diagrams

What gets extracted

The output is structured for the workflow, not just copied text.

Optic can capture the fields, line items, summaries, flags, and classifications that matter to the business process, then prepare that data for review, systems, reports, dashboards, automation, or AI.

  • Customer, vendor, job, asset, and location details
  • Dates, totals, quantities, SKUs, line items, and status fields
  • Diagram labels, table values, quote details, and report findings
  • Document summaries, missing fields, key decisions, and next-step signals
  • Confidence scores, exceptions, validation notes, and review reasons

Supported over time

We maintain the extraction layer as documents and models change.

This is a support-heavy area because document formats drift, vendors change templates, fields get renamed, and models improve. Optic is built to keep that workflow maintained instead of leaving your team with a brittle one-time extraction setup.

  • Prompt and extraction rule tuning
  • AI model-change testing and regression checks
  • Exception monitoring and review-path improvement
  • Format updates when vendors, forms, or business rules change

Turn docs into .data

Quotes, diagrams, tables, forms, and notes can all become usable workflow data.

Doc to Data is not limited to clean PDFs. Optic can pull structure from the messy source material teams already rely on, then prepare it for review, reporting, system updates, dashboards, or AI-ready workflows.

Temporary Optic Doc to Data visual showing documents converted into structured fields
.dataQuotes

Customer, scope, totals, terms, line items

.dataDiagrams

Labels, assets, locations, callouts, counts

.dataTables

Rows, columns, quantities, SKUs, statuses

.dataForms

Fields, selections, signatures, missing values

.dataInvoices

Vendors, dates, amounts, PO matches

.dataReports

Findings, exceptions, recommendations, summaries

.dataEmails

Requests, approvals, attachments, next steps

.dataService notes

Work performed, parts, issues, follow-up

How it works

Doc to Data inside the Optic workflow.

Documents stop being static attachments and become structured, reviewable data that teams, systems, reports, automations, and AI workflows can use.

Define the document pattern

We identify the document types, fields, tables, signatures, notes, and decisions that matter to the workflow.

Extract usable data

Optic turns unstructured documents into clean fields, summaries, classifications, and reviewable records.

Check confidence and exceptions

Low-confidence fields, missing information, conflicting values, and sensitive cases can be routed to human review.

Feed the next step

The approved data can update systems, prepare AI context, trigger a workflow, or generate a report.

Next step

Want to see where doc to data fits?

Show us the workflow, document, system handoff, or repeated decision you want agents to support.

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