PageSift

The Problem

Staff spend hours every week logging into dozens of portals, downloading files, renaming them, validating contents, and moving them into downstream systems.

Every portal has its own authentication, navigation, file naming conventions, and release schedule. Teams often rely on spreadsheets, calendar reminders, or tribal knowledge to ensure nothing is missed.

As the number of clients, vendors, or data sources grows, these manual processes become increasingly difficult to manage. A single missed invoice, statement, or compliance document can delay reporting, interrupt downstream workflows, or require hours of investigation.

The Solution

PageSift transforms document collection from a rigid automation into an intelligent, prompt-driven workflow.

Instead of hardcoding rules for every portal, document type, and validation scenario, PageSift uses configurable AI prompts to guide how documents are discovered, retrieved, interpreted, and qualified.

Organizations can customize these prompts using client-specific variables, allowing a single workflow to adapt across customers, vendors, business units, or document types without requiring custom development.

Every retrieval is fully monitored through detailed operational logging, providing complete visibility into prompt execution, AI decisions, document validation, and system activity.

The result is a document automation platform that continuously adapts as your business evolves.

Key Benefits

• Automate repetitive portal logins across dozens or even hundreds of websites.

• Detect missing or unexpected files before they impact downstream processes.

• Validate downloaded documents against configurable business rules.

• Monitor every retrieval through real-time dashboards, alerts, and historical reporting.

• Deliver files automatically to your preferred storage location or downstream workflow.

• Maintain a complete audit trail of every retrieval, validation, and exception.