AI automation
AI document processing. Put information to work.
Your next task may be buried in an attachment. We help turn emails, PDFs and other agreed document types into structured information your team can check and use.
Let’s talkWhere it can help
Move from reading and retyping to checking.
Documents rarely arrive in one perfect format. A useful workflow extracts defined fields, preserves the source and flags missing or conflicting information. The result is a reviewable record, rather than an unchecked answer.
- Capture reference numbers, dates and line items from supplier documents.
- Organise job specifications and highlight missing information before work starts.
- Summarise incoming attachments and route them to the right person.
Illustrative workflow · sample data
See the workflow
Choose a step to explore this fictional example. No messages are sent or records changed.
A sample supplier order contains a reference, delivery date and item quantities, but no purchase-order number.
Read the agreed fields
The example extracts the reference, date and quantities while keeping the source document available for comparison.
Validate what was found
The missing purchase-order number is flagged. Conflicting dates or unreadable values are marked for review, not silently filled in.
Approve the record
A person compares the extracted fields with the source. The approved record can then move into the agreed spreadsheet or business system.
Is this a good first automation?
A useful starting point
You repeatedly retype a known set of fields from similar documents into a spreadsheet or business system.
Sort this out first
If formats vary widely or scans are unreadable, test a representative sample first. A manual review step may remain necessary.
What a pilot should prove
| Test case | Expected behaviour |
|---|---|
| A scan has an unreadable total | Flag the field and show its source; leave the value unapproved. |
| A document is submitted twice | Identify a possible duplicate before creating another record. |
| A new layout appears | Validate the extracted fields or route to review instead of accepting them blindly. |
Measure the difference
Measure field accuracy on a separate test sample, review time and corrections. Include rejected documents when estimating the workload.
03 / Put to work
What we build together
- A defined document set and a clear list of fields to extract.
- Validation rules and a queue for missing or uncertain values.
- Source references, review steps and an agreed destination for approved data.
- Testing on varied samples, documented limitations and a handover.
Quoted for your workflow. We agree the build, software usage, access and any ongoing support before you commit.
What changes the cost
Document volume, scan quality, layout variation, validation rules and destination systems. OCR and model usage can add recurring costs.
Know what you are agreeing to.
Start with one workflow and sample data. Your written quote sets the boundaries before a paid build.
A clear scope
The trigger, tools, deliverables and acceptance checks. Build fees, software usage and optional support are listed separately.
Controlled access
Agree who can access each system, where data goes and which actions need approval. Start demonstrations with anonymised examples.
A usable handover
Confirm who owns the accounts, how to pause the workflow and who handles failures. Agree documentation and support before launch.
AI document processing
Questions about this workflow
Can it read every PDF or scanned document?
No universal accuracy is promised. We test your document types and scan quality first, then define what the workflow accepts and which cases need manual handling.
What happens when information is missing?
Required fields are flagged for review. The workflow should preserve the source and make uncertainty visible, rather than inventing a value to complete the record.
Where do our documents go?
Storage, access, retention and any external model providers are agreed before connecting real data. Early demonstrations can use anonymised or fictional documents.
AI automation
Bring us one repetitive task.
Tell us how it works today and which tools you use. We will help you choose a focused starting point and demonstrate the approach before agreeing a paid build.