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  • Side Quests

    Team•

    Nov 9, 2025

    Pinned

    Trigger keywords: submit document, file intake, ingest

    What it does:
    Parses uploaded files, extracts structured fields, updates the correct sheet or database, and confirms what changed.

    Confirmation flow:
    User: “Ingest this vendor data and update our vendor database.”
    Mabel: “Extract legal name, tax ID, address, bank info, and contact, then update the ‘Vendors’ sheet at [link]. Is that correct?”
    If Yes, Mabel parses and updates.
    If No, Mabel asks which fields or table to use.

    Result:

    • Accurate field extraction from PDFs, Word, or Excel.

    • Row updates or inserts based on match keys (Vendor Name, Tax ID).

    • Clear confirmation of adds and updates.

    Examples:

    • Vendors: “Added 2 new vendors and updated 3 existing.”

    • Contracts: Extract counterparty, term, dates, renewal → update Contracts table and set reminder.

    • HR: New employee form → add to “Employee Records” with start date.

    Tech notes: Field mapping library with overrides, duplicate detection, and full audit log.