TAG
by nSymbol Technology
Automate the documents you thought couldn’t be automated.
Tag combines powerful document automation logic with AI to streamline repetitive professional writing, from simple forms to highly complex reports.
EXTRACT. TRANSFORM. GENERATE.
From source data to polished professional documents, Tag gives you one place to automate the entire process.
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Extract
Use AI to extract information from PDFs, DOCX, TXT, CSV, databases and other sources and bring it into a central staging area for your approval.
Review and verify the results before they reach your final document.
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Transform
Use AI to summarize, interpret, synthesize and transform verified information when flexible language or interpretation is useful.
Give AI focused jobs instead of asking it to do everything at once.
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Generate
Use Tag’s template automation logic to assemble your finished document with dynamic content, conditional sections, tables, and AI-generated content working together.
Generate DOCX, Google Docs and fillable PDFs.
Not everything needs AI. That’s the point.
| Logic-Driven | AI-Driven | Hybrid | |
|---|---|---|---|
| Predictable output | ★★★★★ | ★★ | ★★★★★ |
| Flexible writing | ★★ | ★★★★★ | ★★★★★ |
| Exact rules | ★★★★★ | ★★ | ★★★★★ |
| Summarizing | ★★ | ★★★★★ | ★★★★★ |
| Formatting | ★★★★★ | ★★ | ★★★★★ |
| Token efficiency | ★★★★★ | ★★ | ★★★★ |
| Best for | Rules, scores, calculations, standardized content | Summaries, synthesis, polished tone and wording | Complex professional documents |
The best document automation doesn’t blindly send everything to AI.
Some things are better handled by exact, deterministic logic.
Others benefit from AI’s ability to summarize information and write flexibly.
And complicated documents often need both.
Your Documents are Complicated.
That’s OK!
You don’t have to choose between document automation and AI.
Tag lets you use both.
You bring the idea, the samples and the expertise.
AI can help build the automation.
Tag started before generative AI.
We built it to let non-programmers create sophisticated document automation using visual point-and-click logic bubbles instead of code.
It worked — but complicated documents still took time to build.
Then we taught Tag’s AI Assistant how to build Tag templates.
Now you can start with the document you already use and let AI help turn it into an automated template, combining good old reliable logic with a little AI magic.
You explain. Tag builds. You review.
See it in action in this Guided Walkthrough…
LOGIC → AI → TAG TEMPLATE → FINISHED DOCUMENT
LOGIC → AI → TAG TEMPLATE → FINISHED DOCUMENT
Security is Foundational, Not an Afterthought
HIPAA-/PIPEDA-aligned
Data storage controlled by you
All data encrypted in transit
Zero data-retention on servers
No training on your data
Data security isn't a feature we added later - it's why Tag exists. Our co-founders bring complementary backgrounds placing privacy and security at the center of every decision: clinical psychology with ethical requirements for protecting mental health information; and technical architecture after years of designing, implementing and auditing secure systems.
We're deeply aware of growing concerns around how data is collected and reused, particularly in an AI landscape dominated by a few powerful vendors. Your information should not become fuel for training models or secondary monetization.
Tag is deliberately designed so your data remains yours. Zero data retention on Tag servers. Data storage controlled by you. We don't train models on your prompts or documents. All data is encrypted. The system minimizes exposure at every processing stage.
Just as importantly, Tag avoids vendor lock-in. You choose your underlying AI providers so no single company controls your workflows, your data, or your future options.
Learn more about our approach to security.
Built for Sensitive & Personal Information
