Intelligent document and workflow assistant

Illustrative solution pattern. An example of how this workflow can be supported — not a description of a specific client project.

1. 1 · Current process

   Teams receive forms, letters, invoices and reports in many formats and handle them manually. Key details are re-keyed into systems, and documents wait in queues until someone has time to review them.

2. 2 · AI-supported workflow

   1. Identifies document type and routes it to the correct workflow.
   2. Extracts key fields and flags missing or inconsistent information.
   3. Summarises long documents and highlights items needing attention.
   4. Prepares records or updates for staff to check before they are saved.

3. 3 · Human approval and control

   Staff verify extracted information and approve any material system update. Exceptions and low-confidence items are always referred to a person.

4. 4 · Potential operational value

   • Potential to reduce manual re-keying and handling time.
   • Can help surface incomplete or inconsistent submissions earlier.
   • Can help teams manage peaks in volume with less backlog.