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Service 02 · Workflow automation

Let software do the copy-paste

AI reads the emails, PDFs and forms that arrive every day, pulls out what matters and puts it where it belongs. A person approves what needs approving.

  • email
  • PDF / scan
  • web form
extract + check
a person approves exceptions
  • your CRM / ERP
  • approval queue
  • spreadsheet
01 — The problem

Workflow automation

Hours lost to re-typing

Invoices, orders, applications and requests arrive in different formats. Someone reads each one and types it into another system.

  • Typing errors that surface weeks later
  • Work that piles up when someone is away
  • Skilled staff stuck on data entry
02 — Our approach

Workflow automation

Our approach

  1. 01

    Map the process

    We follow one document from arrival to its final system and note every decision on the way.

  2. 02

    Automate the reading

    AI extracts the fields, checks them against your rules and flags anything unusual.

  3. 03

    Keep a person in the loop

    Clear cases go straight through. Uncertain ones wait for approval, with the source shown next to each value.

  4. 04

    Connect and measure

    We connect your systems and track how many items go through untouched and how many need a person.

03 — What you get

Workflow automation

What you get

  • An automated flow for one or more document types
  • Confidence checks and an approval queue
  • Connections to the tools you already use
  • An audit trail of every item processed
  • A dashboard of volumes and exceptions

Typical stack

  • Document and image reading
  • Email and webhook triggers
  • Node.js workers
  • Postgres
  • APIs to your systems
04 — Where it fits

Workflow automation

Where it fits

  • Supplier invoices

    Read incoming invoices, match them to orders and prepare them for booking.

  • Customer requests

    Sort incoming emails, pull out the details and open the right ticket or task.

  • Applications and forms

    Check submitted documents for missing information before anyone opens them.

From our work

Casemind

We built this into Casemind: it reads court documents and fills in case details for a lawyer to confirm.

Which process would you hand over first?

Book a call. Bring one example document and we'll walk through how it could be automated.