Automating document intake and routing
- Situation
- An operations team receives documents in varied formats and sorts, extracts, and routes them by hand.
- Potential approach
- An AI-assisted workflow extracts key fields, classifies each document, and drafts a routing decision that a person confirms before it takes effect.
- Expected type of value
- Less manual sorting and more consistent handling, with accountability kept with the team.
- Document processing
- Classification
- Human approval