Workflows, documents and people

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

The solution connects to the systems you already use.

Forms, roles and rules follow the way your team works. Every integration keeps the source of truth and error ownership clear.

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

Concise answers

Frequently asked questions

Who is this solution for?

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

What happens when the input is incomplete or incorrect?

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.

What is the outcome of the workflow?

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

Next step

Facing a similar situation?

Tell us how the work runs today and where it gets stuck. We will reply with a concrete next step, not a generic presentation.

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