MOKED.AI
Document for processing
Document no.
78231
Date
18/04/2026
Customer
Dana Levi
Amount
₪3,450
1Monthly service₪420
2Project hours₪840
3Support package₪1260
4Processing fee₪1680
Approved
A. Levi
Document automation
Every document becomes an automatic action.
MOKED.AI collects documents from every channel, reads what matters and automatically starts the right work — according to your process.
Channels
Gmail
WhatsApp
Google Drive
Direct upload
Automated tasks
Send a payment reminder
Assign an owner
Request approval
Update payment status
A document arrives. The work starts.
Collect from every channel
Read the document
Trigger the right tasks
1
Teach MOKED.AI what matters to your business
Create a smart document model and define the fields that matter to your process. Choose which values should be recognized, how they should be formatted and which ones are required. From then on, every matching document is read consistently, without asking the team to enter the same information again.
Smart document model
Information fieldsGeneral settings
Document no.Text
DateDate
CustomerNumber
AmountText
StatusDate
2
Documents arrive from everywhere
Gmail, WhatsApp, Google Drive or direct upload — documents enter one organized intake flow and are ready for work immediately. The original file stays attached to its record, the source remains visible and nothing gets lost between inboxes, chats or shared folders.
Intake sources
Gmail
23 documents
12 documents
Google Drive
7 documents
Direct upload
48 documents
90
Total
85
Processed
5
For review
3
Paper becomes information you can manage
Every document becomes structured, searchable information. Filter, find and follow the status of every item without opening files one by one. Teams can sort by customer, amount, date or status and immediately understand what was received, what needs review and what has already moved forward.
Collected documents
Search documentsAll documents
| Document no. | Customer | Amount | Status |
|---|---|---|---|
| 78231 | Dana Levi | ₪3,450 | Processed |
| 64512 | Arbel Group | ₪2,100 | Approved |
| 59001 | Gal Systems | ₪1,250 | For review |
| 44120 | North Studio | ₪980 | Processed |
4
Every field can trigger an action
Build simple rules that turn document content into work: reminders, approvals, assignments and status updates happen automatically. For example, a high-value document can be sent for approval, an approaching payment date can create a reminder and a recognized customer can determine the right owner.
Rules and actions
IfAmountis above₪3,000
1Send a payment reminder
2Assign an owner
3Update the document status
5
Documents reach the right person
A clear control board connects every document to its owner and task, so everyone knows what needs attention and what is already complete. Managers see the full workload in one place, while each team member receives only the documents and actions relevant to their responsibility.
Documents assigned to the team
Service invoice
DOC-007
Purchase approval
DOC-008
Health declaration
DOC-009
One organized workspace
Everything in one place
No more scattered files or manual follow-up. Every document, detail and task stays connected and easy to find.
Smart reminders
Automatic reminders based on dates, status and document content.
Adapted information fields
Each document type captures exactly the information your process needs.
Fast search
Find any document by customer, amount, date, status or free text.
File library
All source files and extracted information stay together in one record.
Every document. Every detail. Every action.
You define what matters. MOKED.AI takes care of the work around it.
