Document Workflows

Turn one recurring document type into a controlled batch workflow with structured fields, validation status and a human-review exception queue.

For Small businesses processing repetitive forms, PDFs, spreadsheets or email attachments. Staff repeatedly extract, rename, route or validate similar documents by hand.

Request a pilot assessment

When it becomes useful

Trigger

A business receives a recurring document type with a predictable downstream action.

Pilot

Process up to 25 samples of one document type and compare the structured output with the manual baseline

from £49

Indicative starting price; final scope and price are agreed before work begins.

What goes in

  • one recurring document type
  • up to 25 sample documents
  • up to 8 agreed fields and validation rules
  • one destination/output format

What comes out

  • structured field table or defined routing output
  • PASS / REVIEW / FAIL status per item
  • source reference for every output row
  • exception queue with disposition

What can be automated

  • ingest the agreed sample batch
  • extract defined fields where supported
  • apply deterministic validation rules
  • rename or structure output
  • record source and exception evidence

What stays human

  • review ambiguous or unreadable fields
  • approve high-impact downstream actions
Recurring option

Ongoing document processing with exceptions and audit evidence.

from £79/month

Only after the workflow proves useful and repeatable.

Boundaries

Controlled by design

  • Do not process prohibited or unnecessary sensitive data.
  • Do not infer facts that are absent from source documents.
  • Keep ambiguous items in a human-review queue.

Start with the smallest useful test.

Describe the current task, frequency, systems and desired result. We will assess what can be automated and what should remain a human checkpoint.

Request the workflow audit