Less copying from documents. A workflow built for your process.
We design and build a document workflow around your formats, checks and review steps, then hand it over ready for your team or provider to run.
When it helps
When your team keeps copying document details, checking them in separate tools and chasing review decisions.
Every document means another round of copying
Your team reads documents and enters the same kinds of details into forms, spreadsheets or business systems. Each new batch takes time away from other work.
- Agree the document types, required details and destination.
- Extract those details and put them in the required format.
- Deliver records that meet the agreed checks to your existing tools.
The details are there, but never in the same place
Different senders use different layouts and wording. Finding the information takes effort even when you know exactly which details you need.
- Use representative documents to define the variations to support.
- Combine suitable extraction methods with checks for consistent output.
- Route unsupported or unreadable documents for an agreed next step.
Document checks are scattered across messages and spreadsheets
A missing detail or conflicting value sends people back through the source document and previous messages. Corrections are difficult to follow, and work waits for an answer.
- Build the required field checks and business review steps into the flow.
- Show flagged details alongside the source document in the agreed review tool.
- Record corrections and decisions before the affected record moves on.
You cannot tell which documents reached the system
Some documents are waiting for review, others need processing again, and a failed transfer can leave a gap nobody notices until later.
- Record whether each document is waiting, processed or delivered.
- Make failed processing and delivery visible to the agreed person.
- Resume corrected items with checks against duplicate records.
A document workflow built to fit, ready to hand over.
We build around the documents, checks and systems you need. AI can interpret varying content; rules handle predictable steps. The finished workflow includes review handling and a practical handover.
Design, build and release the agreed document flow.
- Workflow design covering receipt, fields, business checks, review decisions and delivery.
- Extraction and formatting for the agreed document types, layouts and destination.
- Review handling in the agreed tools, with source access, corrections and a way to resume work.
- Checks against representative documents, difficult inputs and processing or delivery failures.
- Release with your confirmation, followed by handover to your nominated team or provider.
A working workflow, with what is needed to run it.
- The connected workflow, with agreed code, configuration and administrative access.
- A document and field specification, including the checks, review steps and delivery rules.
- Evaluation results, supported input limits and known dependencies.
- Operating instructions and a walkthrough covering review, failed items, routine changes and ownership.
Beyond the agreed document process.
Any further work is optional and agreed separately.
- Additional document types, destinations or historical document backlogs beyond the agreed scope.
- Wider business application changes, additional interfaces or downstream actions outside the agreed workflow.
- Ongoing operation, maintenance or changes after handover.
How it works
We lead the design, build and release, then prepare the people who will run it. Your team contributes examples and business decisions, without having to design the solution.
Agree how the process should work
We use your documents and existing process to agree the fields, checks, review steps and destination. We confirm the scope, handover, access, price and timing before building.
Build extraction, review and delivery
We build the agreed flow in the selected tools, from receipt to checked records. We bring concrete examples to your team when a review decision or business rule needs clarification.
Check the details and the full journey
We compare extracted values with agreed examples and check difficult documents, repeated inputs and failed transfers. Your team confirms the results and review steps meet the agreed criteria.
Release and hand over
With your confirmation, we release the workflow and check the initial runs. We transfer the agreed configuration and access, then walk your nominated team or provider through running it.
Which document process keeps slowing your team down?
An informal 30-minute call to discuss your documents, the process you need and whether a custom workflow is the right fit.