Hi all - I've been going through multiple rabbit holes for most of the day searching, reading through and reviewing AI platforms and APIs. The Issue: I'm looking to see how to prevent/eliminate data privacy issues when using AI/AI APIs to scan and/or search documents from folders and/or email to determine a specific action. Though there are platforms that offer zero data retention agreements, they're typically only reserved for "higher end" or "enterprise" plans where a company negotiates it into their plan/contract. How are any of you preventing/approaching/handling PII (aka personally identifying information) from AI platforms storing this type of information for processing in highly regulated industries?

Goal: - Find and reach out to another 10 prospects. - Create a new, simple automation. Blocker: Nothing at the moment Need: Nothing at the moment

Client called panicking yesterday. Their "enterprise-grade" document processing vendor wanted $50,000 for an upgrade. Same client I helped 8 months ago with a $200/month solution. THE BACKSTORY: Mid-size logistics company Processing 500 shipping documents daily Originally quoted $50k by enterprise vendor I built it for $2,100 setup + $200/month THE ENTERPRISE VENDOR'S PITCH: "AI-powered intelligent document recognition" "Machine learning optimization" "Enterprise-grade security protocols" "99.9% uptime SLA" "24/7 white-glove support" Price: $50,000 setup + $3,500/month MY SOLUTION: Email folder watches for documents PDF Vector extracts shipping data Updates their TMS system automatically Google Drive backup Price: $2,100 setup + $200/month THE PERFORMANCE COMPARISON: Enterprise solution: - 6-week implementation - 94% accuracy (they admitted) - 2.3 second processing time - Required 3 staff training sessions My solution: - 2-day implementation - 97% accuracy (PDF Vector rocks) - 1.8 second processing time - Zero training needed THE REAL DIFFERENCE: Enterprise vendors wrap simple APIs in complexity. They sell "features" not solutions. They create dependency through confusion. They charge for their overhead, not your value. WHAT MY $200/MONTH ACTUALLY INCLUDES: PDF Vector unlimited processing Make.com premium automation Google Workspace integration My monitoring and updates Direct support via Slack THE CLIENT'S REALIZATION: "We're processing 15,000 documents monthly" "Your solution handles everything perfectly" "We've saved $427,000 vs the enterprise quote" "Why would anyone pay 25x more?" THE LESSON FOR YOU: Enterprise pricing doesn't mean enterprise value. Simple solutions often outperform complex ones. Your $2,000 automation can replace their $50,000 system. Small businesses trust results over branding. THE TOOLS MAKING THIS POSSIBLE: PDF Vector: $25/month unlimited (incredible value) Make.com: $29/month for complex workflows

Goal: - Find and reach out to another 10 prospects - Complete remaining 30% of document organizer (need to dial-in prompts) Blocker: Nothing at the moment Need: Nothing at the moment

Started general "automation consultant." Ended up "the document processing guy." Best accident ever. THE ACCIDENTAL DISCOVERY: Client #1: Dental forms Client #2: Dental forms Client #3: Legal contracts Client #4: More dental forms Client #5: Insurance claims Pattern emerged: Document-heavy industries LOVE automation. THE REVELATION: Every industry processes documents differently. But the underlying problem is identical. Data trapped in PDFs. Humans copying it manually. Massive time waste. MY CURRENT NICHE BREAKDOWN: Healthcare: 6 clients ($1,200/month) Legal: 4 clients ($900/month) Real Estate: 3 clients ($650/month) Construction: 3 clients ($750/month) Accounting: 4 clients ($700/month) Total: 20 clients, $4,200/month recurring THE NICHE ADVANTAGES: Same core automation, different field mapping Instant credibility with similar businesses Referrals within industries Higher pricing due to specialization Faster deployment with templates THE DOCUMENT TYPES BY INDUSTRY: HEALTHCARE: - Patient intake forms - Insurance verification - Medical records transfer - Billing statements LEGAL: - Contract data extraction - Case document analysis - Billing time sheets - Client intake forms REAL ESTATE: - Lease agreements - Property applications - Inspection reports - Commission calculations CONSTRUCTION: - Permit applications - Change orders - Material invoices - Safety reports THE TECH STACK THAT SCALES: Core: PDF Vector + Make.com/n8n/zapier Healthcare: Integration with Epic/Cerner Legal: Connection to LexisNexis Real Estate: MLS system links Construction: Project management tools Average setup per industry: $1,850 Average monthly recurring: $210 My cost per client: $47/month Net profit: $163/month per client THE REFERRAL MACHINE: Dental practice refers 3 other practices Law firm partners share my contact Real estate office tells whole network Construction company recommends to subs Industry referrals convert at 67% General referrals convert at 23%