1 · Select pipeline & lead

Pick a pipeline, then search by client name. In the live tool the pipeline list and lead search both come from AgencyZoom; here it queries AgencyZoom live.

2 · Drop quote PDFs

Each PDF becomes a review card. Carrier & Policy Type are locked to real AgencyZoom values, so a mismatch can't slip through. AI EXTRACT

Prototype: dropping a file simulates an extracted quote so you can try the review flow. The live version runs your real extraction behind a Worker.