Capture more than the attachment.
A document often arrives with a useful email thread, account reference or explanation. Stripping it down to a filename loses information the next person needs.
We define the required fields, record ownership and destination for each document type. Representative examples reveal which inputs can be handled by rules and which need AI interpretation.
Validate before updating the record.
The workflow can classify a file, extract candidate values and match it to a client, project or request. Validation checks and review thresholds prevent an uncertain extraction from becoming an unquestioned fact.
We preserve the source, track duplicate handling and make failure states visible. Access, retention and document sensitivity are part of the design.
- Capture source context and original files
- Validate required fields and proposed matches
- Route exceptions with a clear owner
Deliver something the next team can use.
The output can be a structured record, a ready-for-review task or a complete document package. The destination determines what “done” should mean.
A useful starting measure is time from arrival to a correctly assigned record, alongside the rate of items requiring manual correction.