Case Studies | SaaS B2B

Turning inbound emails into structured scope

PoC - LLM Email Processing

About

A SaaS B2B business working with Cloud Combinator on AWS. The client is anonymised at their request.

Challenge

The challenge had three focus areas that the proof of concept needed to address.

Manual email triage

Each incoming enquiry had to be read and interpreted by hand to scope the work. At volume, this was slow, inconsistent and a bottleneck on the sales pipeline.

Detail locked in attachments

Much of the useful information arrived as attached documents rather than in the email body. The system needed to read those files reliably and pull out the relevant content.

Output the team could actually use

Extracted information was only valuable if it landed in an usable form, so the pipeline had to produce structured output, as a file or via an API, that the client could integrate into their own systems.

Solution

Emails are extracted from Outlook and passed into an AWS-hosted pipeline. Attached documents are read with Amazon Textract, and the combined content is processed by a large language model in Amazon Bedrock, invoked through AWS Lambda, to extract the key information the client needs to scope each job.

3

Output options: text file, Excel or an API endpoint

2

AI services combined: Amazon Bedrock and Amazon Textract

100%

Serverless pipeline built on AWS Lambda

By the numbers:

  • 3 - Output options: text file, Excel or an API endpoint
  • 2 - AI services combined: Amazon Bedrock and Amazon Textract
  • 100% - Serverless pipeline built on AWS Lambda
Changes

The proof of concept met its acceptance criteria, demonstrating that Amazon Bedrock and Amazon Textract can automate email and document processing end to end, and validating AWS Bedrock as a suitable platform for the client to build on.

  • Automated scopingInbound emails are read and interpreted automatically, removing the manual triage step from the sales process.
  • Attachments handledAmazon Textract extracts detail from attached documents so nothing useful is missed.
  • Integration readyStructured output is delivered as a file or via an API endpoint, ready to flow into the client's CRM or applications.
  • Platform validatedThe build confirmed Amazon Bedrock as a suitable foundation for the client's in-house LLM email processing tool.
  • HandoverCloud Combinator delivered the solution with an immersion session and knowledge transfer so the internal team could continue the model's development.

With the approach proven, the natural next step (projected) is to integrate the pipeline into the client's existing application and extend the model to cover more of their enquiry types, building on the foundation delivered in the proof of concept.

AWS Stack

Amazon Bedrock

For large language model processing of email content.

Amazon Textract

For extracting text and data from attached documents.

AWS Lambda

For serverless model invocation and pipeline logic.

Amazon API Gateway

For delivering structured output to client applications.

Amazon S3

For secure storage of source data and results.

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