Document classification & data extraction
We define document types and the fields you need, and build screens for verifying extracted results and handling exceptions.
We design repetitive work such as document classification, data extraction, lookup, and reporting as AI workflows that include human judgment.

Workflow automation is not about attaching a single model. It means redesigning the input, judgment, execution, and approval steps. We separate fixed rules from AI judgment, and set up high-impact actions, such as sending data externally or changing a status, to run only after staff confirm them.
Document AI and AI agents are proposed use cases. The scope of automatic execution is set in a limited pilot (proof of concept, PoC) after we check real data and business rules.
If this sounds familiar
We extract the fields you need from applications, reports, and contracts, and show staff which values need checking.
We look up and summarize information only from permitted systems to prepare a draft report or a draft for the next task.
We clearly separate the steps AI suggests, the steps rules execute, and the steps people approve.
We define document types and the fields you need, and build screens for verifying extracted results and handling exceptions.
We connect multiple steps, such as lookup, summarizing, drafting, and approval, in sequence and based on conditions.
We limit the functions AI can use to an allowlist and make inputs, results, and failure handling traceable.
We add a human check before critical actions and record execution history, errors, and reprocessing procedures on operations screens.
We follow the actual procedure to check how often the work happens, how long it takes, its exceptions, and where staff make judgments.
In one or two steps with clear inputs and expected results, we measure accuracy together with the review workload.
We open only the integrations and permissions needed, and add an approval or confirmation step before status changes and external transfers.
We collect errors, exceptions, and user corrections to adjust rules, prompts, and data structures.
The exact scope and deliverables are confirmed in early discussions.
This is a proposed use case, not work we have delivered. The video and data analytics projects we have delivered are on the video AI & data analytics page.
View video AI & data analyticsTell us about your current environment and the work you want to improve, and we’ll help define where to start.