How AI and Intelligent Automation Support Business Processes
Turn document information into a checked record and an assigned next action.
THE CHALLENGE
Processing a document involves more than recognising its text. The organisation needs to know which details matter, how to check them and what happens when they are unclear. Docuworx combines document processing with defined workflow rules, record control and system connections. Our DII capability, Docuworx Intelligence Indexing, was developed from customer requirements to extract and index incoming information. We assess the complete process using representative documents and agreed review rules.
Intelligent Automation
Combine recognition with a controlled process
AI can assist with classification and extraction. Rules, people and systems then determine how the information is used.
- Identify a document type
- Prepare relevant fields for checking
- Assign the next task
- Apply agreed validation rules
- Retain the source and indexed information
Automation should include a clear path for cases that require human review.
- Repeated reading and data entry
- Documents awaiting review in inboxes
- Information copied between systems
- Manual status checks and follow-up
- Inconsistent treatment of missing information
Core Components
Give each component a defined role
The components work together within a scoped design, with explicit ownership of information and decisions.
Artificial Intelligence
Assists with recognition, classification or field extraction for the documents assessed.
Intelligent Data Capture
Intelligent data capture prepares extracted fields and the review process around them.
Workflow Automation
Workflow automation assigns tasks and applies agreed rules.
Document Generation
Document generation prepares outputs from checked information.
Document Management
The document management platform retains the record and relevant history.
System Integrations
Integrations exchange agreed information with existing applications.
Business Benefits
Assess the effect on document work
Agree a baseline for the process and test a representative mix of documents and exceptions.
- Reduce repeated field entry
- Reduce routine routing and follow-up
- Find fields needing correction before the next step
- Support consistent approval rules
- See tasks and exception owners
- Reduce time spent waiting for required information
- Handle additional volume within the agreed design
- Give staff more time for work requiring judgement
Evaluate correction and exception effort as well as automated throughput.
Automation Capabilities
Connect extraction to the next business action
The design determines which actions can proceed under rules and which need review.
AI-Powered Intelligent Data Capture
Intelligent data capture prepares fields from agreed document types. Unclear or missing details follow a checking path.
Workflow Automation and Intelligent Processes
Workflow automation routes approvals and exceptions based on defined rules, not an assumption that AI makes every decision.
Intelligent Document Generation
Document generation uses approved templates and verified data; AI isn’t required for every generation task.
Connected Automation Across Systems
Integrations define data ownership, timing and failure handling for each exchange.
Automation with Security and Governance
Security and compliance controls support access and the available history of document and workflow actions.
Cloud-Based Intelligent Automation
Cloud infrastructure supports the hosted services; capacity, access and continuity are confirmed for the deployment.
Industries
Assess the document process in its industry context
Use the organisation’s documents, decisions, and information requirements to define the design.
Assign reviews and retain evidence behind public requests and internal decisions. Explore government and council workflows.
Coordinate administrative documents and tasks with appropriate access. Explore healthcare workflows.
Connect student and staff documents with administrative reviews. Explore education workflows.
Connect supplier, purchasing, finance and quality records with their owners. Explore manufacturing workflows.
Organise client evidence, reviews and repeatable outputs. Explore professional services workflows.
Applications
Choose a starting point with a clear outcome
These processes and capabilities are examples to assess under their own scope.
Docuworx builds the workflow system around the customer’s requirements, using DocuWare as the document foundation and adding relevant services and connections.
Get started today
Assess automation using your documents
Show us the formats, fields and exceptions your team handles. We can identify a suitable starting scope and demonstrate how extraction, checks and the next task work together.
