Mastering Integrations: Connecting AI Parsers to Your Custom Datasets

The true power of an Automation Lightweight CRM Building Platform lies in its ability to ingest data from the wild. In AerisL, we accomplish this by integrating our powerful AI parsers with your relational Datasets.

The Ingestion Channels: Email Inboxes & Document Spaces

Business happens in unstructured formats. Invoices arrive as PDFs, leads come via messy emails, and contracts are scanned documents. AerisL provides two primary ingestion channels to handle this:

• Email Inboxes: Generate a unique forwarding address. Any email sent here is instantly analyzed by our AI.
• Document Spaces: Secure drop-zones via our API or UI where your team or clients can upload raw files (PDFs, CSVs, Excel).

Mapping Parsed Data to Datasets

Once you've established an ingestion channel, the magic happens in the mapping layer. You can instruct the AI parser to look for specific entities—like 'Total Amount' or 'Sender Company'—and map them directly to the columns of your custom CRM Dataset.

Every time a new document or email arrives, a new row is gracefully created in your Dataset, fully structured and ready for downstream workflows. This turns a messy inbox into a highly organized, queryable database without any human intervention.