AI Document Processing
PDFs, forms and repeatable document types
- Extract key data
- Check completeness
- Rename and organise files
Output: Validated tracker, CRM or folder updates
Practical AI workflows for UK SMEs
AI admin automation for busy SMEs
Data Expose helps businesses automate repetitive document, email and spreadsheet work using practical AI workflows. We extract data, check files, organise information and update your systems — delivered mostly async, without endless discovery calls.
Best suited for SMEs where teams spend 10+ hours per week on repetitive admin.
Fixed-scope AI Workflow Sprints from £5,000
From £5,000
Fixed scope. Human review. Working automation.
01Email or documentIncoming files, forms and messages
02AI processingRead, classify, extract and prepare
03Human approvalReview exceptions and important outputs
04Business outputCRM, tracker, spreadsheet or folder
The admin problem
Your team should not spend its week moving information between files and systems.
When repetitive work consumes 10+ hours each week, a focused automation can create room for higher-value work.
01
Reading and classifying incoming emails
02
Checking documents for missing information
03
Renaming and filing attachments
04
Copying details into trackers or CRMs
05
Chasing incomplete submissions
06
Preparing routine summaries and follow-ups
The main offer
One repetitive workflow. Fixed scope. Working automation.
An AI Workflow Sprint takes one clearly defined administrative workflow from review to tested implementation.
£5k+
Fixed-scope starting point
- Workflow design and build
- Testing with sample data
- Human review and exceptions
- Loom handover and written guide
What we automate
Practical capabilities that support one clear workflow.
These are not separate strategy services. They are building blocks used inside an AI Workflow Sprint.
AI Inbox & Email Triage
Incoming enquiries, requests and attachments
- Classify requests
- Extract details
- Draft replies
- Route tasks
Output: Prioritised inbox, drafted response and assigned task
AI Spreadsheet & Tracker Automation
Emails, documents, spreadsheets and manual trackers
- Pull information
- Validate fields
- Highlight exceptions
- Summarise
Output: Updated tracker, CRM or management summary
AI Workflow Support
A delivered Data Expose workflow
- Monitor behaviour
- Fix issues
- Review performance
- Improve rules
Output: Maintained workflow with a monthly written update
Built for busy teams
No endless meetings
A structured, mostly asynchronous process keeps decisions moving without filling your diary.
- 1
Submit your workflow and sample-file availability
- 2
Receive a written automation recommendation
- 3
Approve a fixed-scope project
- 4
Review test outputs asynchronously
- 5
Receive the workflow, Loom handover and guide
Human review stays in place
We do not build risky black-box systems. AI handles repetitive reading, sorting, extracting and drafting. Your team keeps control, with exceptions and approvals flagged for review.
Human decision-making remains essential.
AI outputs must be reviewed before they are used for client, financial, legal, compliance or operational decisions.
Confidential by design
Sample or anonymised examples are acceptable for the audit. No files are uploaded through the public website. Secure sharing instructions are provided later when appropriate.
Before & after
See what a suitable workflow can look like.
These are illustrative workflow examples, not measured client case studies.
Document-heavy client onboarding
Before
Staff download attachments, rename files, check missing documents and update a tracker.
After
AI identifies document types, extracts information, updates the tracker and flags missing items.
Staff review exceptions before accepting the submission.
Mortgage case preparation
Before
A broker reads payslips, statements and identity files and manually builds a checklist.
After
AI classifies documents, extracts details and highlights missing or inconsistent information.
A broker reviews every issue before making case or lender decisions.
Property maintenance triage
Before
A letting agent reads each email, finds the property and routes the issue.
After
AI classifies the issue, extracts property details, drafts a response and prepares a task.
Property staff approve the response, priority and contractor routing.
What is manual admin costing you?
Illustrative figures based on £25 per hour. Actual costs and savings vary by workflow.
10hours/week
Approx. £1,083/month
20hours/week
Approx. £2,167/month
40hours/week
Approx. £4,333/month
If one workflow saves even 10–20 hours per week, a £5,000–£10,000 implementation may pay back quickly. This is an illustrative calculation, not a guarantee.
Clear ways to start
Begin with the workflow, not a vague AI strategy.
Free AI Admin Audit
£0
A written review of one repetitive workflow.
- Intake questionnaire
- Review of one workflow
- Sample/anonymised file availability review
- Written automation recommendation
- Fixed-price quote when suitable
AI Workflow Sprint
From £5,000
One defined workflow, designed, built, tested and handed over.
- Workflow design
- AI automation build
- Testing against sample data
- Human review process
- Loom handover and written guide
- 14-day support window
AI Workflow Support
From £750/month
Monitoring and measured improvements after launch.
- Monitoring and fixes
- Monthly usage/performance review
- Small improvements
- Prompt and rule updates
Industry fit
Designed for document-heavy UK service businesses.
Accountants
AI document processing for accountancy firms
Messy client submissions · Manual PDF filing · Missing documents spotted too late
Explore workflow fit →Mortgage brokersAI document checking for mortgage brokers
Missing-document chasing · Manual completeness checks · Repetitive follow-up
Explore workflow fit →Letting agents & property managersAI admin automation for letting agents
Maintenance emails · Contractor invoices · Certificates and inspection reports
Explore workflow fit →Recruitment agenciesAI admin workflows for recruitment agencies
CV processing · Compliance and right-to-work documents · Timesheets
Explore workflow fit →Free AI Admin Audit
Show us the admin workflow that keeps repeating.
Tell us what happens, who is involved and what systems you use. No files are uploaded at this stage.
Best suited for SMEs where teams spend 10+ hours per week on repetitive admin.
Request your free audit