Workflow examples
These illustrative workflow examples show how defined inputs can move through AI-assisted processing, human review and useful business outputs.
Recruiters open every email, rename files, copy details and check documents.
AI classifies attachments, extracts details, updates the tracker and flags gaps.
Human review
A recruiter reviews compliance exceptions and right-to-work information.
Output
Candidate record, organised files and compliance checklist
Staff download attachments, rename files, check missing documents and update a tracker.
AI identifies document types, extracts information, updates the tracker and flags missing items.
Human review
Staff review exceptions before accepting the submission.
Output
Structured client file and missing-item checklist
A broker reads payslips, statements and identity files and manually builds a checklist.
AI classifies documents, extracts details and highlights missing or inconsistent information.
Human review
A broker reviews every issue before making case or lender decisions.
Output
Case checklist, exception queue and draft follow-up
A letting agent reads each email, finds the property and routes the issue.
AI classifies the issue, extracts property details, drafts a response and prepares a task.
Human review
Property staff approve the response, priority and contractor routing.
Output
Prioritised request, draft response and contractor task
AI outputs must be reviewed before they are used for client, financial, legal, compliance or operational decisions.