We retype documents and data by hand.
A workflow agent reads incoming documents, checks them against your rules and enters the details in your systems, with a person reviewing anything unusual.
What's happening now
Invoices, application forms, purchase orders and ID documents arrive by email and are typed into another system by hand. It's slow and dull, and small typing mistakes cause bigger problems later.
The agent we'd build
This is the one-page blueprint you'd approve in the audit.
Workflow agent
For retyping documents and data
- Goal
- Read incoming documents, check them against your rules and enter the details in your systems, with a person reviewing anything unusual.
- Knows
- Your document types, the details you need from each, your checking rules and where each item belongs.
- Can do
- Read emails and attachments, pull out the details, check them against your rules, update your CRM, accounts or helpdesk, queue items for review.
- Hands over when
- A document looks wrong or incomplete, a rule would be broken, or a decision has real consequences, such as a large payment.
- Measured by
- Documents processed, error rate, review time.
How a conversation goes
- AI
12 invoices arrived this morning. 11 matched their purchase orders and are entered in your accounts system.
- AI
One needs a look: an invoice from your packaging supplier is higher than its purchase order, so I haven't entered it.
- Staff member
Hold it and ask them for a corrected invoice.
- AI
Done. It's on hold, and I've drafted an email to the supplier for you to check and send.
Invoice held for review
Illustrative example, not a client case.
What we'd measure in the pilot
Agreed with you before the pilot starts, and reported back at the end.
Documents processed
Documents read, checked and entered by the agent.
Error rate
Entries that needed correcting, before and during the pilot.
Review time
How long your team spends checking the items the agent queues.
How to start
Audit
- Price
- from $750
We map the job, check your tools and data, and write the one-page agent blueprint you approve.
Automation build sprint
- Price
- from $3,500
We automate one document flow from end to end. Larger automations are priced after the audit.
Other bottlenecks
- Knowledge agent
Staff keep hunting for answers
Quick answers from your own documents, with the source shown.
See this use case - Support agent
Our support inbox is overloaded
Resolve routine questions and actions, and hand the rest to your team with the full story.
See this use case - Chat and voice qualification agent
New enquiries wait too long for a reply
Reply to every new enquiry straight away and book the right ones into your calendar.
See this use case
Tell us what's piling up
Tell us which job you'd like an agent to take off your team's plate. We'll reply by email to set up a 20-minute call.
Email hello@drayaailab.com with a line about the work you'd like to hand over, and we'll reply to set up a call.