Mid-sized B2B operations team
Client identity withheld under NDA.
AI & Automation • B2B Services
AI Document Workflow Automation
Built an AI-assisted intake and document review workflow that classifies requests, extracts key details, and routes complete briefs to the right team.
Client identity withheld under NDA.
What was broken.
The operations team spent hours reading incoming documents, copying details into spreadsheets, and deciding who should handle each request.
How we approached it.
AI-assisted intake, document classification, field extraction, and reviewer routing with human approval.
Faster document review and fewer incomplete briefs
Timeline: 8-12 weeks. Team: 1 PM + 2 developers + designer.
Solution detail
What we delivered.
We added an AI-assisted review layer that classifies documents, extracts key fields, and sends a structured brief to the right reviewer with a human approval step.
Visual proof coming next
Add real UI screenshots or a short walkthrough video here when client permission allows.
Before and after
What changed in day-to-day work.
Before
Manual document reading
Copy-paste into spreadsheets
Slow handoffs
Inconsistent intake quality
After
Automated classification
Extracted key fields
Routed review queues
Human approval before action
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Delivery details
Features, architecture, and outcomes.
Key features
Document upload
AI classification
Field extraction
Reviewer queue
Audit-friendly history
Architecture
Upload portal
AI classification service
Review dashboard
MySQL records
Email notifications
Outcomes
Faster document review
Fewer incomplete briefs
Less repetitive admin work
The AI workflow did not replace our team. It removed the repetitive reading so people could make decisions faster.Mid-sized B2B operations team
Client identity withheld under NDA.