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.

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.
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.
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.

LOGIC → AI → TAG TEMPLATE → FINISHED DOCUMENT

VIEW MORE GUIDED WALKTHROUGHS

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.

Your data stays yours.

Zero retention on Tag servers. We don't store your prompts or documents.
You control storage. Your data lives where you choose.
No training on your data. We never train models on your prompts or documents, and we help you configure your AI providers to do the same.
Encrypted in transit. Your data travels over encrypted connections. And because Tag doesn't store it, there's nothing at rest to protect.

No vendor lock-in.

You choose your AI providers, so no single company controls your workflows, your data, or your future options. Switch or combine vendors any time.

AI Roles: the right model for each job.

Assign different vendors to different tasks. Let Google Gemini extract data from source documents, then hand off complex transformations to Anthropic Claude. Mix and match as your needs change.

Privacy-first configurations for every vendor.

Tag uses each provider's strongest privacy options. Run Claude through AWS Bedrock, or enable BAA coverage for Gemini, and your prompts aren't used to train models. We'll guide you through setup.

Learn more about our approach to security.

TAG