Service / AI document & data workflows

Turn document-heavy work into controlled AI-assisted workflows.

I design workflows that combine document intake, structured extraction, validation, business rules and human review—so AI supports the process without becoming an untraceable black box.

01 / Document & data friction

When useful information is trapped inside manual review.

The opportunity is not simply to “add AI.” It is to define what the system should extract, what must be verified, which rules are deterministic and where human judgment remains necessary.

01 / Blockage

Repeated document reading

People repeatedly open PDFs, spreadsheets, emails or forms to locate the same types of information.

Signal: repetitive review
02 / Blockage

Copying data into systems

Fields are retyped or pasted into trackers, CRMs, reports or internal tools, creating delay and transcription risk.

Signal: manual re-entry
03 / Blockage

Unvalidated AI output

A model may produce plausible output, but the workflow has no schema checks, confidence rules or review path.

Signal: hard-to-trust automation
04 / Blockage

No audit trail for exceptions

When a document is incomplete or ambiguous, there is no clear record of what was flagged, reviewed or changed.

Signal: weak traceability
02 / What I build

AI-assisted processing with deterministic controls around it.

The workflow can combine file intake, extraction, validation, classification, human confirmation and downstream actions. AI handles the parts that benefit from interpretation; rules and system boundaries handle the parts that require consistency.

01

Document & file intake

Collect recurring inputs from uploads, email attachments, forms, CSV files or internal sources into a controlled entry point.

02

Structured extraction

Transform relevant content into defined fields or records instead of leaving downstream systems to parse free-form output.

03

Validation & business rules

Check required fields, formats, ranges, duplicates and business constraints before data moves forward.

04

Human review checkpoints

Route uncertain or high-impact items to a person with the extracted context and a clear confirm/correct decision.

05

Classification & routing

Categorize documents or records and send them to the appropriate workflow, queue, system or next action.

06

Traceability & handoff

Keep enough context to understand the input, automated result, human changes and final downstream action.

03 / Delivery

From document sample to a reviewable production workflow.

01

Map evidence & decisions

Identify the recurring inputs, fields, decisions, exceptions and downstream systems before selecting any model or extraction method.

02

Define schema & confidence rules

Specify structured outputs, required validation, fallback behavior and which items must always be reviewed by a person.

03

Build & test real exceptions

Test representative documents, missing fields, inconsistent formats and ambiguous cases—not only clean examples.

04

Measure & hand over

Document review states, logs and operating rules so the workflow can be monitored and improved without hiding errors.

04 / Reliability

AI should reduce manual work without removing control.

Human confirmation

Keep a clear approval step wherever an incorrect extraction or classification could materially affect the workflow.

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Structured output

Convert model results into explicit fields and schemas that downstream code can validate and use consistently.

Fallback paths

Low-confidence, incomplete or contradictory inputs should move to a defined exception path instead of silently continuing.

Traceability

Record the source, extracted result, validation outcome and human corrections needed to explain the final state.

05 / Relevant evidence

Data discipline before AI: public implementation evidence.

Start a project

Which document-heavy task is your team repeating every week?

Share the input documents, the fields or decisions people extract from them, and what should happen after review. I can map where AI helps—and where deterministic rules should stay in control.