How Trestle AI Enhances Your Prequalification Submissions
Trestle’s innovative AI technology is designed to streamline the prequalification process by reading and extracting information from uploaded documents. This capability not only enhances the accuracy of submissions but also minimizes the time spent on manual data entry. By automating key elements of the form-filling process, Trestle AI allows users to focus on other priorities.
Key Features of Trestle AI Document Reading
- Automatic Data Extraction
- Trestle AI processes uploaded documents, such as W9 forms, to extract critical information. For instance, when a W9 form through the inbound form, the AI identifies it as such and retrieves key details like:
- Employer Identification Number (EIN)
- Company address
- Company type
- The extracted data is seamlessly integrated into the relevant sections of the prequalification form.
- Trestle AI processes uploaded documents, such as W9 forms, to extract critical information. For instance, when a W9 form through the inbound form, the AI identifies it as such and retrieves key details like:
- Real-Time Feedback
- Users are informed of the document processing status through pop-up notifications.
- While Trestle AI is working, loading animations appear next to the fields being populated.
- Once processing is complete, the fields are updated with the extracted information, and green checkmarks are displayed to confirm successful completion.
- Enhanced Workflow Flexibility
- The system allows users to continue working on other sections of the prequalification form while the AI processes their documents. This ensures a smooth and uninterrupted workflow.
Current Applications of Trestle AI
Trestle AI is actively used to enhance accuracy and efficiency in the following sections of prequalification forms:
- Company Information: Ensures all basic organizational details are accurately populated.
- Insurance: Verifies and extracts insurance-related data to ensure compliance.
- Safety: Simplifies the review and inclusion of safety documentation and metrics.
- Financial: Facilitates accurate reporting of financial data from submitted forms.
As the platform evolves, Trestle AI will expand its capabilities to include additional sections, further reducing manual effort and enhancing user experience.
Advantages of Using Trestle AI
- Improved Accuracy: By extracting information directly from documents, Trestle AI minimizes errors and ensures compliance with prequalification standards.
- Time Efficiency: Automating data entry allows users to complete forms faster and with less effort.
- Transparency: Visual indicators like loading animations and green checkmarks keep users informed throughout the process.
- Scalability: The system’s ability to handle multiple document types and sections makes it adaptable to various organizational needs.
Trestle AI represents a significant step forward in prequalification automation, combining speed, precision, and user-friendly functionality to create a seamless experience for vendors and contractors alike.
