Paperwork arrives as photos, scans, and PDFs. Taskade Genesis turns each one into a named row with the fields already filled in, and the original file still attached, from a single plain-English prompt.
What is a document intake prompt?
A document intake prompt describes the paperwork you receive and the fields you want back. You say who sends the file, what the document is, and which values matter, and Taskade Genesis builds the whole path: a published form with a File field, an automation that reads the page, an AI step that pulls out the named fields, and a Project that holds one row per document with the file attached to it.
Three pieces do the work every time. The form collects the document from whoever is holding it. The Convert File to Text step reads the page, whether that page is a typed PDF, an office scan, or a photo taken on a phone in a parking lot. The Ask Agent step turns that text into the fields you named. What lands is a row that reads Job 4417 · 118 Harbor View Rd · 14 Aug, not a wall of raw text you still have to re-read.
Why Taskade Genesis for document intake
- One prompt, one working path. Most tools hand you a file field and stop there. Taskade Genesis wires the form, the reading step, the field extraction, and the destination row together, so the first submission you test already produces a finished record.
- Scans and phone photos are read the same way as typed files. There is no toggle and no separate tool. Point the Convert File to Text step at the file and the words come back as text. Reading words off an image is optical character recognition, and it uses AI credits like any other AI step. A document that already has selectable text is read straight through at no extra credit cost.
- The original file stays with the record. Every upload is stored with the submission and lands in your workspace Media tab, so you can always open the page the values came from.
- AI agents that act, not just display. Each app ships with agents carrying built-in tools and persistent memory, backed by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers.
- 100+ bidirectional integrations. Triggers pull documents in from Gmail, forms, and webhooks. Actions push the finished row out to Slack, Google Sheets, or your accounting tool.
- Live apps, not screenshots. Every prompt on this page opens a real running Taskade Genesis app. Try it here, clone it, and it is yours.
Who is it for
- Field service and trades operators whose signed sheets come back as camera-roll photos.
- Bookkeepers and finance teams processing supplier invoices, receipts, and statements off an office scanner.
- Recruiters and HR coordinators handling resumes, onboarding packets, and tax forms that arrive in whatever format the sender had handy.
- Clinics, schools, and front desks that still collect paper forms and retype them into a system afterwards.
- Property, legal, and compliance teams tracking certificates, disclosures, and renewals where a missed expiry date costs real money.
- Anyone who retypes a document into a spreadsheet and wants the typing to stop.
How it works
- Describe the paperwork and the fields. Write it plainly: "clients upload a signed agreement, pull out the start date, the term, and the signatory."
- Taskade Genesis builds the app. You get the Project, the published form with a File field, the automation, and the dashboard in one pass.
- Clone a prompt below as your starting point. Open any prompt on this page as a live app and make it yours with one click.
- Test one document and look at the History tab. Check what the reading step returned before you wire the next step to it. Small prompts with a look in between beat one long prompt you have to unpick.
- Publish it and decide who can submit. Turn on app sign-in so uploads arrive attached to a named person. App sign-in and App Users are in beta and work on every plan. Business plans and above, from $25 per month billed annually, add a custom domain.
Keep scans and photos under 20 MB. That ceiling is for reading words off an image, which is the path a phone photo and an office scan take. Typed PDFs, Word files, and spreadsheets are read as text instead, so what limits those is your plan upload size rather than that number.
Ready to stop retyping? Start with a prompt on this page, or explore AI agents, automations, the templates library, and real builds in the Community Gallery. The full walkthrough lives in Build a Document Intake App, with format details in Read Scanned Paperwork and Photos and upload behavior in File Uploads in Your App.
