Document intelligence.
Extract and organize information from documents so people can work with it in context. Define the information a task needs, retain the relevant source context and plan where someone needs to check the result.
APPLIED AI & WORKFLOW AUTOMATION
Practical AI for documents, answers and everyday workflows. We help you choose useful applications, with security, cost and human oversight considered from the start.
Start with a task your team knows well. We define the information, access and review it needs, choose tools that fit, and assess the result before expanding.
Let's talk about your workflowGuide the possibilities with experience
Security shapes the task, the tools and the connections between systems. Consider what information a tool will receive, how it will be handled and what access the workflow needs. Define what it is allowed to read and do, with access appropriate to the task and the people using it.
Plan human review for consequential actions. Understand the exceptions, decide when work should pause and give people a clear way to review or correct a result before proceeding.
Make deliberate choices
Use experience and knowledge to shape a manageable scope and choose tools that fit the task. Consider the expected use, the effort to connect and maintain the workflow, and the time people will need to review its results.
Look for efficiency across the whole process: the recurring work, the handoffs and the exceptions. Build on what your team already does well, and evaluate whether a change helps before expanding its scope.
Extract and organize information from documents so people can work with it in context. Define the information a task needs, retain the relevant source context and plan where someone needs to check the result.
Help people find answers in business information they are authorized to use. Connect appropriate sources, make the scope clear and keep source context available so an answer can be assessed against the information behind it.
Connect repeatable tasks across existing business systems. Decide which steps follow defined rules, where AI may help and when a person needs to review or approve the next action. Include a clear path for exceptions.
At Yammm, we have used AI to help manage our own expenses and receipts, handle repetitive account mapping and document our code.
We have also used AI to help process Authorization for Expenditure (AFE) documents. AFEs can arrive in different formats and through different delivery methods; in our experience, AI-assisted processing saved hours of manual work.
Make the approach testable
Set practical evaluation criteria with the people who know the task. Work through representative inputs, expected results and exceptions. Consider the quality of the output, the context a reviewer needs and what should happen when the result is incomplete or uncertain.
Decide what needs to be traceable: the source information, the result, any review and the next action. Use that context to assess the workflow and identify what needs to change.
An AI workflow depends on the systems it connects to and the information it uses. Custom development, data engineering and managed IT can support that wider picture. Explore how these disciplines come together for small and midsize businesses, among the many teams we can help.
Explore technology for small & midsize businesses