Workflows and documents

Drop in a document. Prepare the next action.

Local, cloud or hybrid AI classifies and extracts documents while respecting data boundaries.

For mailrooms, back offices and teams receiving documents through multiple channels.

See the process
Crayon story of the solution: Drop in a document. Prepare the next action.

From start to finish

A document is extracted, uncertainty is reviewed and verified data moves on.

  1. Controlled intake

    A file, scan or message enters controlled intake instead of a personal inbox.

  2. Type and sensitivity

    The document type and rules for sensitive data are determined before processing.

  3. Prepared data

    The model proposes structured data for a form or downstream workflow.

  4. Uncertainty review

    A person reviews uncertain values while rules catch missing or invalid data.

  5. Next system or workflow

    Verified data starts a case or moves through an approved connector.

Who is involved

Who is responsible for what.

System

Classifies the document and proposes data and the next workflow.

Case worker

Compares the proposal with the original, corrects uncertain fields and handles exceptions.

Process owner

Sets rules, data sensitivity and permitted local or cloud models.

What happens when something goes wrong

Uncertainty is not an automatic decision

Low confidence, an unknown format or sensitive content sends the document to a person. The original remains available and changes are traceable.

The result

Verified data and the document create a workflow case or go to a connector. Depending on architecture, sensitive data can remain inside the organisation.

Product and integrations

What comes ready and what we configure together.

The product provides ready-made building blocks. Roles, forms and rules are configured for your organisation. For every connector, we agree the system of record and the error path in advance.

Explore the product: Workflows and documents
Local modelCloud AIHybrid orchestrationWorkflowDMS / records

Next step

Let’s find a solution for your real operation.

We will take one real case, including the complications that commonly arise. We will explain clearly what the product does out of the box and what needs configuration or integration.

Find the right solution