Validation and agreed action
Employee output
An incoming non-personal example becomes extracted fields, a checked draft or record, an approval step and an exception log.
Exceptions are handed to the responsible employee.
Email & document automation
Email and document automation with validation and employee approval.
An incoming non-personal example becomes extracted fields, a checked draft or record, an approval step and an exception log.
Quoted individually for the documents, rules, actions and supported systems.
Send what starts the task, the tools involved and the result your employee needs. We will clarify the boundaries, access and next step in writing.
Process illustrationInput task
An example of what your team could receive.
What you are ordering
An incoming non-personal example becomes extracted fields, a checked draft or record, an approval step and an exception log.
- Defined input
- Validation and boundaries
- Agreed action
- Exception or employee handover
Example
Email review package
01Fictional input
Fictional sender Rami at Northstar LLC emails a quotation request for monthly office maintenance and omits the site size.
02System actions
- Extract agreed fields
- Flag missing data
- Prepare draft for review
03Employee output
Email review package
- Sender: Rami / Northstar LLC
- Request type: Maintenance quote
- Missing fields: Site size
- Draft: Awaiting approval
A staff member checks the draft and missing fields before any reply is sent.
Press Play to see the steps.
Illustrative workflow. Scope and connected tools are agreed before development.
Scope
Delivery scope and boundaries
Included:
An incoming non-personal example becomes extracted fields, a checked draft or record, an approval step and an exception log.
Separate:
Quoted individually for the documents, rules, actions and supported systems.
Process
A reviewable workflow
Define the input and owner.
Validate the source, required fields and permissions.
Prepare the agreed action or draft.
An employee confirms sensitive action.
An exception enters a visible queue or employee handover.
Process
How to order
Send a short written description.
We clarify scope and access.
We prepare an agreed proposal.
Paid work is delivered and accepted against the criteria.
Message us
Want this for your business? Let’s talk.
Project pricing
Individual quote for the first scope
Quoted individually for the documents, rules, actions and supported systems.
Questions & answers
Frequently asked questions
What is included in the quote?
The work, access, checks, acceptance criteria, external costs and support are listed separately.
Which connections are available?
We confirm only connections supported by actual API access and permissions within the agreed scope.
Is a call mandatory?
No. You can start with a written task description.
Show us the information your team keeps retyping
Describe the source messages, the fields you need and where the result should go. Anonymised samples are enough to begin scoping.