ai document extraction

Add Parsio to your AI agent

Parsio extracts structured data from emails, PDFs, and other documents using configurable parsers.

Things your agent can do in Parsio
10

Things your AI can do in Parsio

Your FormWise AI can handle any of these in Parsio — on its own, without you needing to click a button.

  • Get Document

    Get one Parsio document and its mailbox-specific parsed JSON fields.

  • Get Mailbox

    Get settings and parser configuration for one Parsio mailbox.

  • List Documents

    List and filter documents in a Parsio mailbox, one page at a time.

  • List Mailboxes

    List the Parsio mailboxes available to the connected account so their IDs can be used for parsing and configuration tasks.

  • List Table Fields

    List the extraction fields configured for a Parsio mailbox.

  • Parse Text Document

    Submit plain text or HTML to an existing template-based or GPT-powered Parsio mailbox, optionally waiting for the parsed result. This operation creates document data and consumes parsing credits.

  • Reparse Document

    Queue an existing Parsio document to be parsed again. This operation consumes parsing capacity or credits and should not be retried blindly.

  • Skip Documents

    Mark one or more documents in a Parsio mailbox as skipped. This changes their processing state and cannot be undone through this toolkit.

  • Update Mailbox

    Update one or more settings on an existing Parsio mailbox. Provide at least one setting; omitted settings remain unchanged.

  • Upload Document

    Upload one file to a Parsio mailbox for parsing, optionally waiting for the parsed result. This operation creates document data and consumes parsing credits.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once Parsio is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in Parsio, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches Parsio for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive Parsio work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect Parsio to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Parsio in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for Parsio.

  3. 3

    Hit "Connect"

    Click "Connect Parsio" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in Parsio

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Parsio actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of Parsio for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Parsio workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other Parsio users had before signing up

Do I need to know how to code?

Not even a little. If you can use Parsio today, you can set this up. You'll connect Parsio, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your Parsio login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Parsio or delete everything any time.

What happens when Parsio updates their app?

We handle it. When Parsio adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting Parsio takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Parsio — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About Parsio on FormWise

Parsio extracts structured data from emails, PDFs, and other documents using configurable parsers.

Connect Parsio once and your FormWise AI gets 10 things it can do inside it. That means your AI can handle the Parsio work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to Parsio? Take a look at parsio.io.

Stop doing the Parsio work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.