01Intake
Document received
Files arrive with source, type, customer and expected fields.
AI for documents, intake and human review.
Classification, extraction, checklist and exceptions with human review when the decision carries risk.
Workflow blueprintFrom received file to follow-up task.
Extract, check and route documents with visible exceptions.
02Agent
Extraction and checklist
The agent extracts data, marks confidence and compares against the rule.
03Human
Exception review
Low confidence, missing field or policy risk goes to a person.
04Evidence
Next task
The result closes intake, updates systems and opens follow-up when needed.
RunbookExtract, check and route documents with visible exceptions.
Entrada estruturada
Document, task or request arrives with type, owner, deadline and expected data.
Visible exception
Missing field, block or low confidence goes to a person with context.
Fechamento
System updated, task opened and evidence ready for review.
ControlException review
Missing field, low confidence, discrepancy and decision risk trigger human review before continuing.
HumanWhen a person steps in
The handoff is not treated as a failure. It carries reason, context, owner and next action.
ProofNext task
The result closes intake, updates systems and opens follow-up when needed.
OCR
Checklist
Review
Tasks
Workflow pilot
Turn this workflow into a measurable operation.
We turn a queue, portfolio, call or routine into an intake, policy, handoff and evidence design before go-live.