Incoming requests
Capture details, identify missing information and prepare a handoff. Leave uncertain requests for a person to resolve.
Requests · Approvals · Reporting
Connect recurring work across the systems you already use. Start with one bounded workflow and keep people responsible for decisions.
Discuss your workflowA useful pilot has a clear input, an accountable owner and an outcome you can check.
Capture details, identify missing information and prepare a handoff. Leave uncertain requests for a person to resolve.
Make decision owners and thresholds explicit. Prepare the evidence; hold consequential actions until the right person approves.
Bring inputs together, flag inconsistencies and prepare a draft. Give the reviewer the source details needed to verify it.
Illustrative example · fictional data
An invoice for AED 8,400 exceeds a fictional AED 5,000 review limit. Extraction prepares the amount for checking; a normal rule holds the finance handoff for a person’s approval.
Reading a document may need AI. Comparing two amounts does not. Neither step should silently authorize a payment.
Explore the homepage exampleUse these six questions to scope a pilot. An unanswered question is something to resolve, not a reason to add more AI.
Use ordinary rules for fixed thresholds and known fields. Consider AI where interpretation is needed, and define how uncertain outputs are checked.
Name the reviewer, what they must see and which actions require approval. A generated answer is not authorization.
List the systems, data and permissions the pilot needs. Confirm ownership and agree handling before connecting anything.
Record the current completion time, rework and exceptions. Agree acceptance checks before building, then compare the pilot with that baseline.
Define missing-data and duplicate handling, a manual fallback and a way to stop or reverse changes. Test these paths alongside the happy path.
Agree handover notes, monitoring, a support contact and responsibility for changed rules. Expansion should follow evidence from the pilot.
Pause when rules keep changing, data is unreliable or nobody owns the outcome. Fixing the process can be more useful than automating it.
Describe one repeated task, its current steps, the people involved and where it gets stuck. Start with a description; do not email private customer files.
Tell us what repeats and what a better outcome would look like.