Home / Process with AI Process with AI
From scattered information.To a useful first draft. Messages, PDFs and notes rarely arrive in the same format. AI can help turn them into organized information your team can check, use and pass to the next step.
ILLUSTRATIVE STEP 01 Receive a document
STEP 02 Extract the agreed fields
STEP 03 Check against the source
STEP 04 Review before the next action
Useful assistance for everyday work
Give your team a better starting point. Choose an example to see the source information, the proposed output and the checks needed before anyone relies on it.
Document fields Message sorting Request summaries Reply drafts Product information Workshop intake notes Office & bookkeeping teams
A supplier document becomes a reviewable record. The AI task
Extract agreed fields from an incoming invoice or purchase document.
Source material: The original document, a field template and known supplier references.
What happens next 01 Read the document and propose values with references to their source.
02 Check dates, required fields and totals; flag missing or inconsistent values.
03 Show the proposed record beside the original for review before export.
A structured draft reduces repeated reading and typing while retaining the source.
The reviewer corrects extraction errors and approves the record before accounting uses it.
What we could measure: Field accuracy and total review time per document.
Discuss this type of workflow Customer service & sales
Incoming messages reach a suitable queue. The AI task
Suggest a category for messages in a designated business inbox.
Source material: Message text, approved category definitions and routing rules.
What happens next 01 Identify the apparent request and propose an agreed category.
02 Apply routing checks and send ambiguous or mixed requests for manual sorting.
03 Attach the suggestion and source message to the responsible team’s queue.
Staff start with an organized queue and can still open every original message.
Your team corrects categories and decides priority. Message content cannot authorize new actions or access.
What we could measure: Routing corrections and time to reach the right team.
Discuss this type of workflow Project & service teams
A long conversation becomes a clear handoff. The AI task
Summarize a customer request and its follow-up messages.
Source material: The selected conversation, attachments and an agreed handoff template.
What happens next 01 Extract the requested outcome, stated constraints and open questions.
02 Link key statements to their source and flag conflicting dates or instructions.
03 Prepare a short brief for the person taking over the work.
The next team member gets a concise starting point with access to the full context.
The project owner checks scope, deadlines and commitments before accepting the handoff.
What we could measure: Handoff preparation time and important details missed in review.
Discuss this type of workflow Sales & customer support
A routine reply starts from approved information. The AI task
Draft an answer to a common customer question.
Source material: The customer’s question and your approved service descriptions or policies.
What happens next 01 Find the relevant approved facts and identify questions the source does not answer.
02 Prepare a concise draft without inventing prices, availability or promises.
03 Show the draft and supporting references to the responsible person.
A staff member can edit a useful draft instead of starting every reply from scratch.
A person checks the recipient, facts and tone and approves sending.
What we could measure: Editing time and the share of drafts needing substantial correction.
Discuss this type of workflow Retail & catalogue teams
Supplier descriptions fit your product template. The AI task
Organize supplier product text into agreed catalogue fields.
Source material: Approved supplier descriptions, product identifiers and your field definitions.
What happens next 01 Match each description to a known product identifier.
02 Propose standardized titles and attributes using only the supplied facts.
03 Flag missing specifications and present changes for comparison before publication.
The catalogue team receives consistent drafts with fewer fields to enter manually.
An editor verifies specifications and compatibility claims and approves publication.
What we could measure: Preparation time per item and factual corrections found by editors.
Discuss this type of workflow Automotive service teams
Customer notes become a clear intake brief. The AI task
Organize a workshop inquiry before a technician reviews it.
Source material: Customer notes, supplied vehicle details and the workshop intake checklist.
What happens next 01 Separate the reported symptoms, requested work and supplied vehicle information.
02 Mark missing checklist fields and preserve the customer’s original wording.
03 Prepare a brief and follow-up questions for the service advisor.
The technician receives organized context before deciding what to inspect.
A qualified person confirms the facts and technical next steps. The summary does not diagnose faults or change ECU files.
What we could measure: Intake preparation time and missing details identified before the appointment.
Discuss this type of workflow Where AI can help
Read, organize and prepare for review. We define one bounded task, its source material and what a usable result looks like. AI output stays connected to the evidence your team can verify.
Extract useful details Turn varying documents into agreed fields. Preserve the original, validate formats and totals, and mark missing details instead of inventing them.
Organize and summarize Group messages or condense long requests into a useful overview. Keep source references and make ambiguous cases visible.
Draft for a person to approve Prepare a response or description from approved facts. Your team checks accuracy, tone and commitments before publishing or sending.
AI can make mistakes. We test it with representative examples and agree a review path. If a simple rule can reliably solve the task, AI may not be needed.
From an idea to a checked workflow
Start with one document or message type. We agree the task and data handling, then compare proposed outputs with examples your team has checked. Review effort and correction rates matter alongside speed.
How we build AI document workflows Your next workflow
What does your team read and retype every day? Describe the document or message, the details you need and who checks them today. That is enough to start a focused discussion.
Discuss your workflow