Document workflows
Extract candidate fields from documents, route them for review and reduce repeated data entry.
We help you plan and build automations around the tools and workflows you already use, with AI where it adds practical value.
Discuss an automation →
Choose a workflow to see where AI helps and where your team stays in control.
PDF or scanned image
Supplier · reference · line items · totals
Human review required
Correct missing fields, confirm the details and pass the record to the next step.
A customer asks about a service through your website.
AI proposes the category and a draft reply for review.
The approved enquiry becomes a task with an owner and due date.
Search approved company information.
Open your employee portal, choose your dates and submit to your manager.
Example source: Leave policy · §3If the source is missing, ask the team instead of guessing.
Illustrative workflow · Sample content for explanation.
Extract candidate fields from documents, route them for review and reduce repeated data entry.
Connect enquiries, CRM records and internal tasks so the next step reaches the right person.
Help your team find answers in approved business information and prepare drafts for review.
Plan reminders, status updates and handoffs around the way your team works.
We’ll map the task, identify the integrations, agree where human review belongs and define a prototype with you. Scope, pricing and delivery depend on the workflow and systems involved.