AI workflows that read contracts and attachments, match related records where exact rules fall short, and research companies, turning unstructured information into structured Airtable data.
Confidential US client · NDAAI integration engagement
Contract terms extracted into structured Airtable fields. Client details changed for confidentiality. Open full-size screenshot
Project scope at a glance
Documents
Contracts into structured data
Matching
Context-aware entity resolution
Enrichment
Research into record fields
Inside the work
AI-assisted matching links related records and explains each suggestion. Client details changed for confidentiality.The enrichment agent turns external research into structured company fields. Client details changed for confidentiality.
The Challenge
What needed to be cleaned up
Important information sat inside uploaded contracts, inconsistent record names and outside research. Exact-match rules and manual data entry could not keep the records complete or connected for downstream workflows.
Outcomes & Impact
Contract terms available as structured, filterable data
Related records linked with the reasoning visible to staff
Company records enriched with consistent fields
Structured data ready for downstream automations
Our Solution
What IllusionX Media built
Built an AI document workflow that analyses uploaded contracts and attachments and extracts terms such as effective dates, renewal terms and termination notice into Airtable fields.
Implemented AI-assisted matching that considers context, not just exact values, to link related records and entities, with uncertain matches routed to staff.
Created a research and enrichment agent that uses existing record details to research companies and return structured business data.
Connected the structured outputs to Airtable automations so downstream workflows can act on them.
IXM project summary
IXM built AI into the client's Airtable workflows so documents and research become usable data, with people reviewing the cases that need judgement.
Tech Stack
Tools and systems involved
AirtableAirtable AIField AgentsDocument AnalysisStructured Data ExtractionAI AgentsAutomations
We support businesses worldwide with websites, CRM automation, dashboards, custom software, and digital operations that fit the way the team actually works.
