Automated Contract Note Import from Broker Emails
Project Overview
Automated Contract Note Import from Broker Emails: an AI and n8n automation solution delivered by Sumit Shede. Implemented automation to capture contract notes from broker emails. Industries: Financial Services, Capital Markets.
My Role & Contributions
- Implemented automation to capture contract notes from broker emails
- Extracted trade details from email content and attachments
- Parsed and structured transaction data for accurate processing
- Integrated workflow with ERP for seamless posting of trade entries
- Reduced manual effort and improved accuracy in investment recordkeeping