Systems involved
Shared inbox or upload portalDocument AI extractionApproval queueERP or accounting system
From incoming documents to organised action.
An example of how ai automation could turn a business challenge into a working process. This is a proposed scenario, not a published client engagement.
The scenario
The challenge
An operations team spends time reading incoming documents, copying details into systems, and following up on missing information.
The approach
A proposed workflow extracts relevant fields, checks business rules, routes exceptions to a person, and updates the destination system after approval.
What we would measure
- Time spent processing each document
- Field extraction quality on representative samples
- Exception rates and review effort
The proposed workflow
- 01Document arrives by email or upload
- 02Fields extracted and validated
- 03Exceptions routed to a reviewer
- 04System updated after approval
How people stay in charge
- Low-confidence fields always reviewed
- Role-based access to documents
- Every update logged with its approver
