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Digital — AI Automation
Use AI where emails, documents or other unstructured inputs make routine work difficult to automate with fixed rules alone.
Illustrative document workflowPO-2024-0173
Purchase order
Purchase orderPO-2024-0173 · 12 Mar 2024
Office chair10 pcs
Monitor5 pcs
USB-C cable20 pcs
Extract information
order_reference PO-2024-0173
requested_items 3 lines
delivery_instructions Building A
Order reference · Requested items · Delivery instructions
Human review
Missing delivery details · review required
Approve →
Create record
Purchase order ready for system
✓sent to ERP
Extract or organise the information, check it and route uncertain cases to a person before they reach the next system.
Information from emails and documents is extracted and structured, so your team spends less time on repetitive tasks.
Key details are checked and inconsistencies flagged before they reach the next system.
Routine inputs are routed, reviewed when needed and sent to the right tool in a usable format.
An incoming purchase order is extracted, checked, reviewed if needed and then updated in the business system.
Illustrative document workflow
Purchase orderPO-2024-0173 · 12 Mar 2024
Office chair10 pcs
Monitor5 pcs
USB-C cable20 pcs
Deliver to Building A⚠ delivery date missing
page 1 / 1Approved
Illustrative example with example data. Approved product screens are added with client permission.
We combine the AI step with conventional integration and automation, so the result reaches the tool where it is needed.
Questions
Repetitive information work that starts with an email, a document or another unstructured input: inbox triage, CRM data entry, document handling, research and reporting. Work that skilled people currently spend hours a week on and a workflow could do.
Ordinary automation needs fixed rules and structured inputs. AI handles the unstructured part — reading the email, extracting the fields from the document — and conventional integration then moves the result to the system where it is needed.
The case goes to a person. Uncertain fields stay visible and are routed for review before they reach the next system, so a doubtful extraction never quietly becomes a wrong record.
The ones you already use: your inbox, CRM, document storage and the tools around them. The AI step is combined with integration and automation so the result reaches its destination without anyone copying it across.
It removes steps from their day. The routine part — receiving, extracting, checking, filing — is handled; the decisions, the exceptions and the customer stay with your team, who get their hours back.
Monitoring shows what was processed, what was routed for review and what failed. Accuracy is checked against real examples before launch and watched in use, so drift is seen rather than discovered.
An example input, the result you need from it and how your team handles it today. A folder of real documents or a week of the inbox, with sensitive data removed, tells us more than a process diagram.
Yes. Automation removes steps; an agent acts on an objective. Many workflows use both: automation to receive and prepare the input, an agent to carry out the defined task, a person to approve what matters.
One defined part of the process at a time. We map the workflow and its inputs, automate the part that can be checked, and widen the scope only when the first part is proven in use.
Show us an example input, the result you need and how your team handles it today.
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