Client Intake Pipeline Operator
Monitors an inbox for new client documents — intake forms, certificates of insurance, AP/AR statements, lead notifications, or invoices — runs OCR and LLM extraction on attachments, validates and classifies each record against a typed schema, and pushes a structured entry into the CRM or sheet of record. Persists every processed item in an agent database so reruns never duplicate work, and emails a short run summary listing what was created, what was skipped, and what failed extraction.
Agent snapshot
Built for finance legal work, not a generic template.
6
template uses
43
catalog views
2
integrations used
2
labels matched
Sample input
Build an agent to client Intake Pipeline Operator. Use Gmail and Google Sheets. Focus on organize data. Return a ready-to-review result after each run.
Sample output
Every hour, polls Gmail for new case intake emails, OCRs attachments, extracts client fields, dedupes against the past 14 days, and writes structured records into HubSpot with a notification summary.
Workflow brief
Where Client Intake Pipeline Operator fits in a finance legal automation system
Client Intake Pipeline Operator is designed for a specific recurring job: monitors an inbox for new client documents — intake forms, certificates of insurance, AP/AR statements, lead notifications, or invoices — runs OCR and LLM extraction on attachments, validates and classifies each record against a typed schema, and pushes a structured entry into the CRM or sheet of record. Persists every processed item in an agent database so reruns never duplicate work, and emails a short run summary listing what was created, what was skipped, and what failed extraction. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses Gmail and Google Sheets as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 8 concrete steps from the published agent data.
Load agent_config and the set of already-processed source IDs from the agent database
Search the inbox for new messages matching the configured filter, capped at a safe per-run maximum
For each new message, fetch full headers, body, and attachment metadata
Run OCR or text extraction on each attachment within per-attachment time budgets, falling back through pdftotext, pdftoppm + tesseract, and vision LLM
Use Twin AI to extract typed fields from headers, body, and attachment text against the configured schema
Validate required fields, compute a confidence score, and classify the record into the configured routing bucket
Integrations used
Client Intake Pipeline Operator connects Gmail and Google Sheets.
Gmail
Connected in this agent
Google Sheets
Connected in this agent
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Plans start at €20/mo