Slow intake hides opportunity
Provider notifications must be acknowledged quickly even when OCR and AI processing take longer.
FIELD NOTES / SUPPLY CHAIN SALES OPERATIONS
The inbox.
Turned into action.
Inflow converts RFQs, POs, quotes, and invoices into structured CRM opportunities—while keeping every uncertain field and customer reply under human control.
CASE STUDY 02
Inflow
AI sales inbox automation.
Human-governed CRM workflows.
Inflow / Sales operationsPRODUCT EXPERIENCE
THE READY-TO-WORK VIEWEvery document has a state.
Document type, confidence, amount, deadline, and next action stay visible.
Follow the workflow ↗Mailbox eventClassify & extractHuman reviewApproved reply
DOMAIN
B2B sales operations
WHAT WE DESIGNED
AI-native CRM + AWS pipeline
OUR ROLE
Product, AI, cloud & security
01 / THE OPERATIONAL CHALLENGE
A commercial document arrives.
The manual work begins.
Sales teams live in shared inboxes, but the CRM still waits for someone to notice, interpret, and re-enter what arrived.
RFQs, purchase orders, quotes, and invoices come through email bodies, native PDFs, scans, images, and vendor-specific templates. A missed deadline or incorrectly keyed price can become a lost deal or damaged relationship.
Inflow was designed to make the inbox an event source—not another disconnected place to work.
Plausible data can still be wrong
Quantities, totals, currencies, and deadlines require deterministic validation and visible confidence.
AI cannot own the customer relationship
Drafts are useful; autonomous customer email is a commercial risk that needs a technical boundary.
02 / INSIDE THE PRODUCT
From unread email.
To a governed next step.
Explore the supplied product screens behind intake, review, approval, and audit.
A pipeline built from source documents.
Every card carries document type, confidence, amount, deadline, and current state—so representatives can distinguish ready work from held exceptions.
THE CONTROLLED LIFECYCLE
Email event→Classify→OCR when needed→Extract→Validate→Review→Approve & send
03 / AUTOMATION WITH A STOP BUTTON
Move fast on certainty.
Surface everything else.
Inflow does not treat every document—or every extracted field—as equally trustworthy. Automation depth is determined by structured validation and confidence.
Look under the hood ↘01
Classify before extracting
PO · Quote · Invoice · RFQ · Irrelevant
Ready for representative review
Schema valid, totals reconcile, required fields present.
Hold in the exception queue
No actionable opportunity is created automatically.
02
Keep source and extracted data together
Highlight the fields a human needs to verify.
03
Separate drafting from sending
The model cannot transmit a customer email.
04 / THE TECHNOLOGY & THE REASON
Managed services.
Visible control.
The AWS stack is organized around fast acknowledgement, durable work, replayable state, and an approval boundary that cannot be bypassed by model output.
EVENT ORCHESTRATION
EventBridge + SQS + Step Functions
Provider events move into durable queues and a visible document-processing state machine.
Why this combination?
Managed retries, backpressure, dead-letter queues, and controlled replay replace persistent workers.
DOCUMENT INTELLIGENCE
Bedrock + Textract
Bedrock classifies and extracts structured fields; Textract handles scanned pages, forms, and tables.
Why two stages?
Irrelevant mail stops before expensive extraction, while difficult layouts take the appropriate OCR path.
TRANSACTIONAL CRM
Aurora PostgreSQL + RDS Proxy
Contacts, companies, deals, line items, corrections, approvals, and audits share a relational record.
Why relational storage?
The workflow requires transactions and traceable relationships across source documents and deals.
IDEMPOTENCY & SOURCE
DynamoDB + S3
DynamoDB guards event identity and replay state; S3 retains encrypted raw messages and attachments.
Why keep both?
Provider retries do not create duplicate deals, and records remain traceable to source material.
OPERATOR EXPERIENCE
React + Amplify + Cognito
The CRM surfaces low-confidence fields, exceptions, and approval actions behind federated identity and MFA.
Why identity matters?
Review and send actions require an authenticated actor and role, not simply a visible UI button.
AUDIT & OPERATIONS
CloudWatch + X-Ray + CloudTrail
Logs, traces, pipeline metrics, alarms, and audit history make each document’s path observable.
Why visibility?
Operators need to see retries, queue age, model failures, blocked sends, and subscription problems.
Explore the complete documented stack
Managed services cover intake, processing, identity, encryption, monitoring, recovery, and cost governance.
- Secure intake
- API Gateway · AWS WAF · Lambda · Gmail Pub/Sub · Microsoft Graph
- Durable processing
- EventBridge · SQS + DLQs · Step Functions · EventBridge Scheduler
- AI & documents
- Amazon Bedrock · Claude · Amazon Textract · schema-constrained extraction · deterministic validation
- Data & storage
- Aurora PostgreSQL · RDS Proxy · DynamoDB · Amazon S3
- Product & identity
- React · AWS Amplify Hosting · Amazon Cognito · federated sign-in · MFA · role claims
- Security & operations
- IAM · KMS · Secrets Manager · CloudWatch · X-Ray · CloudTrail · AWS Config · Security Hub · Macie · AWS Backup · Budgets
Technology names identify the documented architecture, not partnerships or endorsements.
A CONVERSATION ABOUT YOUR INBOX WORKFLOW
What arrives by email
but still gets re-entered?
Bring one document-driven sales or supply-chain workflow. Let’s explore where automation can prepare the work—and where human control belongs.
20 minutes · Your workflow, constraints, and next step
20 minutes · Your workflow, constraints, and next step