How The Nest Works

Heron’s intelligent tools automate document organization, streamline broker communication, and deliver insights—all tailored to industries like yours

Explore Heron Products

From document intake to analysis and sync — Heron’s automation suite is built to mirror the real steps of your operations. Each product works on its own — or as part of a broader automation.

Products

• Intake
  Ingest and store documents
• Parsers
  Extract structured data
• Enrichers
  Add business context
• Checks
  Validate and triage
• Analytics
  Surface insights
• Relay
  Sync to CRMs or other systems

Choose a Workflow

See how other companies in your industry are using Heron to automate tasks like

Workflows

• Submission intake
  All Industries

• Incomplete submission validation
  All Industries

• Claims Processing
  Insurance

• Bank statement analysis
  SMB Lending

Create a Custom Workflow

Can’t find what you need? Use The Nest to build custom workflows by combining products from any suite.

• Choosing specific file and document types
• Connecting to downstream systems
• Integrating third-party enrichers

Go Live

Every Heron product is configured by our team to ensure accuracy, compliance, and seamless integration.

• Configure your selected products
• Map to your business rules
• Test and launch the automation