Checklists
AI document workflow checklist: from intake to approved output Document work — invoices, forms, contracts, reports — is one of the most common places AI automation helps. This checklist walks the full path so nothing important is skipped.
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Intake Where do documents arrive (email, upload, shared folder)? What formats (PDF, scans, images, structured files)? What volume per day or week, and any peaks? Read & extract Which fields actually matter (supplier, totals, dates, terms)? How are documents classified by type? How is low-confidence extraction flagged rather than guessed? Validate & handle exceptions What checks confirm the data (matching, ranges, duplicates)? Where do exceptions go, and who looks at them? What's the rule for unusual or first-time cases? Approve & output Which steps need a human sign-off before anything happens? What's the final output (a record, a routed task, a summary)? Where is the audit trail of what was approved kept? Copy the full document-workflow checklist A condensed version you can paste into your notes.
Intake: source, formats, volume Read & extract: key fields, classification, low-confidence flags Validate: matching, ranges, duplicate checks Exceptions: where they go, who reviews, rule for new cases Approve: which steps need human sign-off Output: record / task / summary + audit trail Where Rexora fits Rexora builds the path above as one workflow, with exceptions surfaced for review. Human approval sits before anything binding; the rest runs in the background. Honest boundaries AI flags and prepares; a reviewer confirms exceptions and sensitive items. OCR/API usage and storage are billed separately and named up front. Related solutions More guides