All case studies

A medical device manufacturer

Delivered

End-to-end document automation on n8n

A document automation platform that takes each document from arrival to the client's systems, with a person reviewing every exception.

Review queue

Approved or corrected

n8n export

Clean data only

Client systems

Written onward

STEP LOG

Ingested and classified
Extracted and validated
Reviewed by a person
Exported

Simulated interface. Not client data.

How each document flows.

Email
Upload
Scan

n8n · Ingest and classify

Type identified
Type identified
Type identified
Type identified

Step 01

Ingest and classify.

Documents arrive by email, upload or scan, and each one is identified by type.

Incoming document

Document type

Reference

Date

Party

Amount

Extract and validate

Document type

Reference

Date

Party

Flagged

Amount

Checked against rules and source records

Step 02

Extract and validate.

AI extracts the fields, then checks them against rules and source records.

Review queue

1 item needs a decision

Flagged by the agent

On the document

In the source record

CorrectApprove
Approved by a named reviewer. Written to the audit trail.

A person decides

Human review.

Exceptions go to a review queue, where a person approves or corrects them.

Review queue

Approved or corrected

n8n export

Clean data only

Client systems

Written onward

STEP LOG

Ingested and classified
Extracted and validated
Reviewed by a person
Exported

Step 04

Export.

Clean data is written to the client's systems, with every step logged.

Simulated interface. Not client data.

What we built
A document automation platform that takes documents from arrival to the client's systems. Every document is classified, extracted and checked, exceptions go to a person, and only clean data is written onward.
Technology
n8n workflow automation, AI extraction, a human review queue.

Delivered under a confidentiality agreement.

Start with one process.

Tell us the process that takes up your team's time and the systems it touches. We will show you how an agent or automation would handle it.