Start with a defined trigger
An owner submits a new document to an approved intake library.
Document operations
SharePoint:
SharePoint:
the workflow in practice.
Document intake and classification review
FROM INPUT TO HANDOFFA clear job
Explore the architecture behind the pattern ↗
A clear job
for every step.
This is a proposed workflow pattern. We confirm data access, permissions, integration options and review ownership with your team before implementation.
Confirm library permissions, versioning and policy controls. Classification assistance must not broaden access or overwrite an authoritative version.
Assemble the right context
Collect the document, permitted metadata vocabulary, retention category guidance and the library's ownership rules.
Perform the bounded task
Suggest a document type, descriptive metadata and missing information. Reference the passages supporting important classifications.
Review before taking action
A document owner approves classification and access placement. Retention and sensitivity decisions follow the organization's existing authority.
Deliver and record the result
Apply approved metadata or route the document to its intended review queue, retaining the original file and decision history.
Build an improvement loop
around real work.
Measure metadata corrections, misclassified sensitivity, retrieval usefulness and time spent resolving duplicate or incomplete documents.
Keep the input, relevant context, review decision and final result connected. When a reviewer corrects something, use that evidence to improve the instructions or integration, then validate the change against representative cases.
CHOOSE THE RIGHT SUPPORTBuild it. Build with us.
Build it. Build with us.
Or have us manage it.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Your team owns the build.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Work through it together.
Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗We manage the foundation.
Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗CONNECTED OPPORTUNITIES
Document Intake Classification
Prepare incoming documents for the right queue with clear classification and missing-information checks.
Explore this solution ↗Document Version Comparison
Prepare a readable account of changes between document versions, with direct references to the affected text.
Explore this solution ↗START WITH YOUR WORKWhere is your team
Where is your team
doing too much by hand?
Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.