Give every incoming document a clear path.

Extract information from documents, check the fields, and send exceptions to a person before updating a system.

BEFORE THE AUTOMATION

The work that
gets in the way.

Useful information is trapped in email attachments and PDFs. Your team reads every file, copies the same fields, and looks for missing information manually.

This is a fictional example designed to explain a possible approach. Actual tools, approval rules, and performance depend on the business and implementation.

THE PROPOSED WORKFLOW

A clear path from
input to next action.

01
Receive a document from an approved source.
02
Extract the fields defined for that document type.
03
Validate the required fields against business rules.
04
Send uncertain or inconsistent fields for review.
05
Write approved information to the destination and retain a reference.

Example tool optionsMicrosoft 365n8nOpenAIGoogle Sheets

Controls that matter

Document-type and file-size checks
Confidence-based human review
Field validation before writes
Traceable source references

What to measure

Minutes spent per document
Manual correction rate
Exception turnaround time
Percentage of records with source references

Establish the baseline before implementation. No improvement figures are assumed here.

OTHER CONNECTED WORKFLOWS

Explore another starting point.

Illustrative workflow

Sales operations

From first enquiry to the right next step.

A new website enquiry becomes a clean CRM record, an owner notification, and a follow-up draft.

See how it works

Illustrative workflow

Customer experience

A useful first response. A clear human handoff.

Sort routine customer questions, prepare answers from approved knowledge, and escalate the cases that need a person.

See how it works

LET’S FIND YOUR NEXT STEP

Have a process
that looks like this?

Tell us where the work gets stuck. We’ll explore the practical scope, the controls, and the business case.

Book a Strategy Call Tell us about your workflow

30-minute introductory call. A practical conversation about your business.