Capability 02
Applied AI for reading, sorting and summarising operational work.
We add AI where reading and judgement-heavy sorting slow your team down — and design each step so it can say “not sure”, be checked by a person and be tested before it changes.
Who it is for
Teams that spend skilled hours reading and retyping: enquiries, specifications, supplier documents or anything else that arrives as free text and has to become structured work.
The problem
- Skilled people spend hours reading documents and retyping the same details.
- Triage depends on who happens to read the message first.
- Generic AI tools produce unchecked text with no audit trail and no review step.
What we build
- 01
Classification
Requests and documents are sorted into the categories your team already uses, with the reason kept alongside.
- 02
Field extraction
Agreed fields are extracted from emails, forms and PDF or DOCX files; scanned documents are assessed case by case.
- 03
Summaries and next steps
A short structured summary and a suggested next action are drafted for the person who owns the item.
- 04
Schema checks and abstention
Every model output is validated against a schema; when the step is unsure, it says so and routes to review.
- 05
Redaction where required
Personal data can be replaced with reversible tokens before text is sent to a model provider.
- 06
Regression tests
Changes to prompts or rules are tested against your own historical examples before they go live.
Illustrative workflows
Enquiry triage
Incoming enquiry → category, missing details and fit summary → reviewer approves or corrects.
Document summary for a decision
Specification or supplier document → structured summary of requirements and deadlines → a person decides; no pricing advice.
Reply intent
Email reply → intent such as interested, not now or opt-out → queued for a person to answer.
Realistic scope
- Model choice per step behind one adapter; data residency and sub-processors are stated per project.
- Accuracy is measured on your examples during the project; no accuracy figure is promised in advance.
- Pricing, bidding, approvals and customer commitments stay with your team.
Boundaries
- We do not sell autonomous agents. Multi-step AI behaviour is used only where each step's output can be reviewed.
- We do not offer a general-purpose “chat with your documents” product.
- We do not publish accuracy, speed or savings claims without measuring them on your own process.
Evidence
Live analysis demo →
The interactive demo on our homepage sends fictional text to our own intake engine, running a demo configuration — not a client system. If the engine cannot be reached, a simple local example is shown instead.
Method
Schema validation, abstention and human review are part of how we design AI steps. We have not yet published a client deployment of document processing.
Related solutions
Back-office & Document Workflows →
Fewer retyped fields between documents, email and systems — with extraction checked by people where it matters.
Lead & Enquiry Operations →
Every enquiry recorded once, owned by a named person and moved towards a quote — across forms, inboxes and your CRM.
Other capabilities:Workflow Automation & IntegrationsCustom Software & Internal Tools