Based on your description, here is a brief draft of how I envision the architecture and workflow for Phase 1 of this project. Project Overview The goal is to build an automated pipeline that extracts data from conveyancing forms, validates the completeness of those forms using AI, auto-fills the respective fields in Zoho CRM, and seamlessly hands off the data to your workflow rules. How It Will Work (The Workflow) The Trigger: A realtor uploads a conveyancing form (PDF/Image) into the file field of a deal in your Zoho CRM Conveyancing Transaction module. Extraction (OCR): The file is securely sent to a top-tier OCR engine (like Google Document AI, which is specifically optimized for forms). It will extract names, addresses, dates, and financial figures. AI Validation (The "Hard Part"): The extracted data is passed through an AI logic layer. This layer will cross-reference the extracted text against a predefined checklist to flag if anything is missing (e.g., missing signatures, incomplete schedules, or missing buyer/seller details). Auto-Fill & Review Status: The system uses the Zoho API to populate the deal fields. Recommendation for V1: We implement a "Needs Review" status. This ensures a human can quickly glance at the auto-filled data before any automated emails are sent to lawyers or other brokerages. Execution: Once the data is verified, your Zoho workflow rules take over to trigger the automated emails. Phase 1 Deliverables: Setup of the webhook/trigger in Zoho CRM. Integration with the OCR engine for data extraction. Development of the AI validation script to check for missing information. Scripting the API connection to auto-fill Zoho fields and update the deal status.