{
  "id": "document-pdf-intake-ledger",
  "name": "Document / PDF Intake Ledger",
  "status": "build-ready",
  "buyer": "Law office, accountant, importer, school admin, clinic, or operations team processing repeated PDFs",
  "product_area": "Custom Solutions & AI Agents",
  "source_category": "professional services",
  "source_area": "Yangon, Myanmar",
  "offer": {
    "promise": "Turn repeated PDFs, scans, and document folders into one structured ledger with missing fields and source trace.",
    "price_hint": "8,000,000 MMK setup",
    "first_proof": "Five sample documents extracted into a clean table with confidence notes, missing fields, and source links.",
    "next_step": "Next: we extract five real documents and show confidence, gaps, and source trace before any workflow is automated."
  },
  "intake_schema": {
    "required": [
      "name",
      "email",
      "company",
      "goal",
      "sample_sources"
    ],
    "setup_inputs": [
      "Document samples",
      "Target fields",
      "Naming rules",
      "Exception examples",
      "Review owner"
    ],
    "sample_sources": [
      "five PDFs or scans",
      "target field list",
      "example completed report",
      "exception examples"
    ],
    "approval_required_before": [
      "sending messages",
      "writing to source systems",
      "charging payments",
      "editing live business records"
    ]
  },
  "adaptation_signals": [
    "template:document-pdf-intake-ledger",
    "product_area:Custom Solutions & AI Agents",
    "source_category:professional services",
    "requested_package:Document / PDF Intake Ledger"
  ],
  "role_playbook": {
    "owner": {
      "label": "Owner",
      "first_action": "Approve the first proof target: Five sample documents extracted into a clean table with confidence notes, missing fields, and source links.",
      "approval_focus": "Scope, price, payment route, external sends, connector writes, and first production run.",
      "success_signal": "Owner can decide whether the worker saves time, reduces risk, or moves revenue before any recurring claim."
    },
    "operator": {
      "label": "Operator",
      "first_action": "Collect the starting source pack: five PDFs or scans, target field list, example completed report.",
      "approval_focus": "Confirm sample quality, missing fields, edge cases, and whether the first proof matches daily work.",
      "success_signal": "Operator can repeat the workflow with less manual checking and fewer missed follow-ups."
    },
    "technical_admin": {
      "label": "Technical admin",
      "first_action": "Map the approved source boundary for professional services data before any connector access.",
      "approval_focus": "Accounts, permissions, API/export path, audit logs, vaulting, and rollback plan.",
      "success_signal": "Technical admin can explain what the worker can read, what it cannot do, and how every action is logged."
    }
  },
  "first_run_workflow": [
    "Load sample documents",
    "Extract target fields",
    "Flag missing or uncertain fields",
    "Attach source trace",
    "Export review ledger"
  ],
  "outputs": [
    "document ledger",
    "missing field queue",
    "confidence notes",
    "source trace links"
  ],
  "acceptance_tests": [
    "Produces: Five sample documents extracted into a clean table with confidence notes, missing fields, and source links.",
    "Uses only approved sample sources on the first run.",
    "Shows source trace for every important number, record, or recommendation.",
    "Keeps every external action in approval-only mode until the owner signs off."
  ],
  "deployment_mode": {
    "first_run": "read-only proof",
    "production": "cloud scheduled or owner-triggered workflow",
    "human_gate": "owner approval before send/write/payment actions"
  },
  "contact_url": "/contact/?template=document-pdf-intake-ledger",
  "setup_url": "/agent-templates/document-pdf-intake-ledger/setup/"
}