B2B AI automation platform

AI agents that turn emails, tenders and business documents into structured summaries, alerts and reports.

Kaptila helps companies process incoming business information automatically - so teams can respond faster, find opportunities earlier and reduce manual admin work.

Human review on important actions Configurable workflows Structured, exportable outputs Free 1-week pilot for one workflow
๐Ÿ“ง Email summaryUrgent
Fromprocurement@acme-corp.com
CategoryRFQ - new opportunity
Deadline2026-07-14
Suggested actionCreate lead + draft reply
๐Ÿ“‹ Tender matchFit 92%
TitleSolar EPC - 12 MW
CountryHungary
Submission2026-08-02
The problem

Your team should not spend hours reading, sorting and copying information manually.

Important business information arrives through emails, tender portals, PDFs, Word files and spreadsheets. Kaptila helps you capture it, understand it and turn it into structured outputs your team can actually use.

Solutions

Three AI agents for business information processing

Start with one workflow, or combine them into a single automation layer for your operations.

โœ‰๏ธ
Email Processing

Automatic Email Processing

Turn incoming emails into structured tasks, summaries, drafts and alerts - with human approval where it matters.

Learn more
๐Ÿ“ก
Tender Monitoring

AI Tender Monitoring

Find relevant tenders faster and understand them before your competitors do, with summaries and deadlines.

Learn more
๐Ÿ“„
Document Processing

Document Processing & Reporting

Extract, understand and report from PDFs, Word files and spreadsheets automatically.

Learn more
Common use cases

Workflows Kaptila can automate

Start with one repetitive information-processing workflow. Kaptila can then be expanded across inboxes, tender sources, document folders and reporting processes.

Summarise every incoming RFQ and create a draft reply.
Monitor tender portals and alert your team about matching opportunities.
Extract deadlines, obligations, risks and required actions from project documents.
Create weekly management reports from emails, PDFs and spreadsheets.
Turn document-heavy workflows into structured dashboards and exportable reports.
Route urgent business information to the right person automatically.
Email Processing

Stop manually sorting and summarising business emails.

Kaptila reads incoming business emails, classifies them by topic and urgency, extracts key details and prepares useful outputs such as summaries, reply drafts, tasks, CRM entries or alerts. Sensitive actions can remain subject to human review before anything is sent or changed.

  • Connect one shared inbox or selected business inboxes
  • Classify emails by topic, sender, urgency, language or process
  • Extract names, companies, dates, quantities, prices and references
  • Generate summaries, suggested next steps and reply drafts
  • Create tasks, leads or tickets through integrations or webhooks
  • Send daily or weekly inbox digest reports
Start a free 1-week pilot
Inbox โ†’ AI โ†’ outputSample output
Sendersales@client.com
CategorySales inquiry
SummaryWants a quote for 200 units
UrgencyHigh
Suggested actionDraft reply + CRM lead
Tender Monitoring

Find relevant tender opportunities earlier.

Kaptila monitors selected tender sources, identifies opportunities that match your business and summarises the key information before your team manually opens every document. Get deadlines, eligibility points, submission requirements, required documents and recommended next steps in a clear, structured format.

  • Monitor selected portals, websites, newsletters or uploaded documents
  • Match opportunities against keywords, countries, sectors and project sizes
  • Summarise notices and attached documents
  • Extract deadlines, eligibility criteria and submission requirements
  • Generate bid/no-bid support notes and alerts
  • Searchable tender pipeline dashboard and weekly reports

Useful for companies active in energy and solar EPC, construction and infrastructure, IT and digital services, public procurement, healthcare and education projects, and international development projects. Sources are configured per client.

Start a free 1-week pilot
Tender opportunityFit 88%
TitleHospital IT infrastructure
Country / SectorHungary / IT
Deadline2026-09-10
Key requirementISO 27001, 3 references
Next actionBid / no-bid review
Document Processing & Reporting

Turn long business documents into clear summaries and risk checklists.

Kaptila helps teams understand long documents faster by extracting deadlines, obligations, payment terms, penalties, risks and required actions. It can process contracts, PDFs, Word files, spreadsheets and project documents, then turn them into summaries, tables, checklists and exportable reports.

  • Upload PDFs, DOCX files, spreadsheets and text documents
  • Extract key fields, dates, amounts, parties, obligations and risks
  • Summarise long documents into business-friendly language
  • Generate structured reports, checklists and comparison tables
  • Compare versions and highlight changes
  • Export to PDF, DOCX, Excel, JSON or dashboard views
Start a free 1-week pilot
Document reportExecutive summary
DocumentEPC contract v2.pdf
PartiesClient Ltd / Supplier Ltd
Key dateCompletion: 2027-03-01
Risk flagPenalty clause ยง12
OutputSummary + risk checklist
How it works

From incoming information to structured action in five steps

1

Connect your sources

Connect an inbox, define tender sources or upload documents.

2

Define your workflow

Set rules, keywords, extraction fields, reporting formats and approval steps.

3

Let Kaptila process

AI agents read, classify, extract, summarise and structure the incoming information.

4

Review and act

Review summaries, approve drafts, export reports or trigger next actions.

5

Improve over time

Workflows can be tuned as your business rules and source materials evolve.

Built for business workflows, with human control

Important outputs can be reviewed before action is taken, workflows can be configured per company, and processing logs help teams understand what happened and why. For sensitive use cases, custom security and deployment options can be discussed.

Human reviewAudit logsPer-company configStructured outputs
Free pilot

Start with a focused 1-week pilot

Choose one real workflow - one shared inbox, one group of tender sources or one document type. We configure the workflow, process real examples and show practical results within one week.

Email Processing Pilot

  • 1 shared inbox or forwarding address
  • Up to 100 emails processed during the pilot
  • Classification, summaries and suggested next steps
  • Draft replies without automatic sending
  • Daily or end-of-pilot summary

Tender Monitoring Pilot

  • Up to 3-5 selected tender sources
  • Keyword and sector matching
  • Structured opportunity summaries
  • Deadline and requirement extraction
  • End-of-pilot opportunity report

Document Processing Pilot

  • Up to 5-10 sample documents
  • Summary, key dates, obligations and risk extraction
  • Structured report or checklist output
  • Example export format agreed before processing

The free pilot covers one workflow, limited data volume and no production automation without approval.

Start a free 1-week pilot
Pricing

After the pilot: simple monthly plans

Start with a free 1-week pilot. After the pilot, choose a monthly plan based on volume, integrations and workflow complexity. Most clients start with one workflow. Custom workflows, integrations, high-volume processing, private deployments and strict security requirements are quoted individually.

Starter
โ‚ฌ49/mo

1 inbox, up to 1,000 emails/mo, 3 workflows.

Small teams testing email automation. Optional setup from โ‚ฌ250.
Business
โ‚ฌ149/mo

Up to 3 inboxes, 5,000 emails/mo, 10 workflows.

Sales, support and operations teams. Includes basic workflow tuning.
Pro
โ‚ฌ399/mo

Up to 10 inboxes, 25,000 emails/mo, custom integrations.

Heavy inbox operations. Custom onboarding recommended.
Enterprise
Custom

Higher volume, custom security, SLA, private deployment.

Regulated or high-volume clients. Quoted individually.
Scout
โ‚ฌ99/mo

Up to 10 search profiles, basic alerts, weekly digest.

Starting tender monitoring. Setup from โ‚ฌ500.
Business
โ‚ฌ249/mo

Up to 30 profiles, daily alerts, document summaries.

Tender-active companies. Includes source & keyword config.
Pro
โ‚ฌ599/mo

Multi-country, custom sources, pipeline dashboard.

Regular tender activity. Custom onboarding recommended.
Enterprise
Custom

Private sources, advanced integrations, custom reports, SLA.

Large tender / EPC teams. Quoted individually.
Starter
โ‚ฌ79/mo

Up to 500 pages/mo, standard summaries and extraction.

Occasional document processing. Extra pages billed separately.
Business
โ‚ฌ249/mo

Up to 3,000 pages/mo, custom templates and reports.

Operational and project teams. Setup from โ‚ฌ300.
Pro
โ‚ฌ699/mo

Up to 10,000 pages/mo, advanced workflows and integrations.

High-volume document teams. Custom onboarding recommended.
Enterprise
Custom

Private deployment, custom models, strict security, high volume.

Regulated or document-heavy businesses. Quoted individually.

Planned launch pricing. Start a free 1-week pilot โ†’

Security & control

Automation you can trust, with humans in the loop

Kaptila is designed for practical business automation, not uncontrolled AI action. Important outputs can be reviewed before action is taken, workflows are configured per company, and processing logs help teams understand what happened and why. For sensitive use cases, custom security and deployment options can be discussed.

Human reviewAudit logsPer-company configurationStructured outputsControlled pilot scope
FAQ

Frequently asked questions

Yes. The free pilot covers one workflow with limited data volume. It is designed to show practical results before choosing a paid plan.

One shared inbox, one group of selected tender sources or one sample document type. The exact scope is confirmed before the pilot starts.

No. During the pilot, Kaptila can prepare summaries and draft replies, but sensitive actions remain subject to human approval.

If the workflow is useful, you can continue with a monthly plan based on volume, integrations and workflow complexity.

Not necessarily. A pilot can often start with forwarding, sample data, uploaded documents or selected sources before deeper integrations are added.

No. Kaptila is designed to reduce repetitive reading, sorting and summarising work. Important decisions can remain under human control.

Sources are configured per client. Some portals are easier to monitor than others, and coverage is confirmed during setup.

We use starting prices and planned launch pricing. Custom workflows, integrations, private deployments and high-volume use are quoted individually.

Start free pilot

Ready to test Kaptila on a real workflow?

Tell us which workflow you want to improve. We will help you start with one focused 1-week pilot for email processing, tender monitoring or document reporting.

No obligationOne workflowLimited data volumeHuman review by default
No obligation. One workflow. Limited data volume. Human review by default.

Turn incoming business information into action.

Start with one real workflow. Kaptila will process a limited set of emails, tender sources or documents and show practical results within one week.

Start a free 1-week pilot Contact us