AI document operations
The umbrella for reading, understanding and routing anything that arrives as a document.
No retypingData read once and written straight into your systems
ValidatedFields checked against your rules before anything is posted
TraceableEvery run logged with inputs, outputs and decisions
EscalatedLow-confidence items sent to a person, not pushed through
The system
Three operations, one workflow engine
We group the technical services into outcomes: document operations, data operations and workflow operations.
app.workgenesis.ai/operations
LIVE
Document processing queue
Extract → Validate → Route| Document | Type | Status | Extracted data | Destination |
|---|---|---|---|---|
| INV-2026-0841.pdf | Invoice | Validated | Vendor, total, VAT, due date | Accounting |
| PO-88213.pdf | Purchase order | Validated | 16 line items, delivery date | ERP |
| Supplier_Contract_v3 | Contract | In review | Term, renewal, liability cap | Legal folder |
| Delivery_notes_b42.zip | Scanned batch | Validated | 212 notes matched to orders | Warehouse |
| Order_form_handwritten | Form | Low confidence | 3 fields uncertain | Human queue |
Scheduled data jobs
Collect → Normalise → Deliver| Job | Source | Schedule | Last run | Output |
|---|---|---|---|---|
| Competitor price watch | 12 public catalogues | Daily 06:00 | Complete | Sheet + change alerts |
| Supplier catalogue sync | Vendor feeds | Weekly | Complete | ERP product master |
| Product listing build | Internal PIM | On new SKU | Running | Store + marketplaces |
| Inbox data extraction | orders@ mailbox | Continuous | Complete | Order system |
| Weekly ops report | All of the above | Monday 07:00 | Scheduled | PDF + dashboard |
Approval workflow
Purchase over your threshold1 Invoice received by emailautomatic
2 Extracted & matched to purchase orderautomatic
3 Discrepancy checkrules you set
4 Approval request to budget ownerhuman step
5 Posted to finance system & archivedautomatic
Capabilities
What is included
PDF extraction
Structured fields pulled from PDFs, including scans and inconsistent layouts.
Invoice processing
Vendor, totals, tax and dates extracted, matched to orders and posted for approval.
Purchase order processing
Line items read, checked against stock and pushed into your ERP.
Email processing
Operational mailboxes read, classified and turned into records or tasks.
Data entry
The retyping between two systems that nobody wants to own, done automatically.
CRM automation
Records kept accurate from the work itself rather than from end-of-week catch-up.
ERP workflows
Stock, orders, deliveries and finance steps triggered by real events.
AI data operations
Scheduled collection, cleaning and delivery of external and internal data.
Product listing automation
New products written, categorised and published across store and marketplaces.
Approval workflows
Thresholds, approvers and escalation paths enforced by the system.
Reporting
Operational reports assembled and distributed on schedule, with commentary.
Business process automation
End-to-end processes joined across departments and systems.
Data transformation
Formats, units, codes and schemas mapped between systems that disagree.
Back-office automation
The administrative layer that grows with headcount — automated instead.
Control
Automation you can audit line by line
Back-office automation only works if finance and operations trust it. Every run is inspectable, reversible and bounded by rules you set.
- Confidence thresholds per field, not per document
- Nothing posted to finance without passing your validation rules
- Human approval steps wherever you want one
- Complete audit trail of source document, extraction and destination
Exception handling
this week| Outcome | Handled by | Share |
|---|---|---|
| Processed automatically | AI | |
| Approved by a person | Human step | |
| Sent to exception queue | Human |
Layout example. Your real split is measured during the pilot and reported monthly.
Expand your AI automation
Related automations
Next step
AI Customer Service
Let customers self-serve the status questions your back office now answers by hand.
RelatedAI Sales Automation
Connect operational data to the pipeline so quotes and renewals trigger themselves.
RelatedAI Marketing Automation
Feed clean product data straight into listings, campaigns and creative.
FAQ
Common questions
Each field carries a confidence score and is checked against your validation rules — totals that must reconcile, dates that must be plausible, vendors that must exist. Anything failing those checks goes to a human queue rather than into your finance system.
Often yes — through an API, a database connection, a file drop or an export/import cycle. If a system genuinely has no integration surface, we will tell you that before you commit rather than after.
It depends on the source, its terms and your jurisdiction. We collect only publicly available data, respect robots directives and rate limits, and will decline a job that requires bypassing access controls. Where an official API or data feed exists, we use it instead.
Send us one document type
Invoices, orders, delivery notes — whatever your team retypes most. We will process a sample batch and show you the output.