01
Capture and classify
Collect inputs from agreed sources and categorise documents or messages using your business rules and examples.
Document & email processing
Move information out of the inbox and into the next step.
Reading every attachment, copying fields, and sorting incoming requests takes time. We build workflows that prepare structured information for your team to review and use.
What we build with you.
We review representative documents and emails, agree the information to extract, and define where it belongs. Missing fields and uncertain results go to review so incomplete information does not quietly become a finished record.
02
Extract and check
Prepare structured fields, check required information, and flag missing or uncertain values for human review.
03
Route reviewed records
Pass approved information to the agreed spreadsheet, CRM, or business tool, with the source available for reference.
From the first conversation to a useful launch.
Step 1
Map the task
Review the current steps, tools, task volume, and exceptions. Agree what success looks like and where a person needs to stay involved.
Step 2
Build and test
Connect the agreed tools, configure the workflow, and test sample inputs, missing information, and failure cases with your team.
Step 3
Launch and support
Roll out the workflow with a clear handover. Agree who owns the accounts, handles exceptions, and maintains the system after launch.
Before we start.
How automation projects are quotedWhich documents can be processed?
That depends on the formats, readability, and consistency of your inputs. We review sample documents before agreeing supported formats, fields, and the review process. Extraction accuracy varies with the source material.
Can this work with our existing tools?
We review the APIs, integration options, permissions, and subscriptions available in your tools before confirming what can be connected.
How are pricing and timing decided?
We quote after reviewing the workflow, integrations, data readiness, and testing needs. Your proposal confirms deliverables, estimated timing, review rounds, and costs before work begins.
What happens after launch?
Your proposal defines the handover and any included support. Optional ongoing support, tool subscriptions, and AI usage are scoped separately, with account ownership and responsibilities agreed before launch.