Messages and documents
Extracting agreed information from emails and files, checking completeness and preparing a record for the next stage.
Services / Process automation
Process automation
from data to action.
We turn recurring tasks into a connected workflow. Information from messages and documents reaches its destination, while your team receives the cases that require a decision.
When it helps
Where does the same work repeat?
A useful starting point is a process with recurring inputs, a defined outcome and several manual handoffs between people or applications.
Records and status updates
Updating data after an event, informing the team and checking whether a case has reached the required stage.
Missing data and exceptions
Detecting missing information and routing ambiguous cases to a person who can resolve them.
Solution scope
A workflow with clear rules.
Process map and rules
Data sources, actions, responsible people and the conditions for moving between stages.
Information and task flows
Reading and transforming data, taking actions in selected tools and sending notifications within the agreed scope.
Evaluation with real examples
Checks for typical cases, missing information and reprocessing. We agree how to assess handling time and accuracy.
How we work
How we approach automation.
Trace the actual workflow
We follow a case from start to finish, collect representative documents and identify where information is copied or waits for a decision.
Define process variants
We describe the normal path, exceptions and approval conditions. We select rules and AI for tasks that require interpreting information.
Test with the team
We compare the solution against the expected outcome, including handoffs to people and data accuracy in destination systems.
A real implementation
greenlights
Automating order handling.
The implementation connects orders from emails and PDFs, database entry, status tracking and the collection and matching of CMR documents to the corresponding orders.
Read the case studyQuestions & answers
Before implementation.
Which process should we automate first?
Start with recurring work whose output can be checked. During analysis, we compare frequency, exceptions and access to the information required.
Does every automation need AI?
We select the mechanism for the task. Defined rules can handle recurring operations, while AI models can support reading or interpreting content when that adds value to the process.
What happens with an incomplete document?
We agree the required fields and how to handle missing information. The workflow can pause that case and tell the team what is needed before it can continue.
How will we evaluate the result?
We agree criteria before launch, such as handling time, data accuracy or cases requiring intervention. Measurements refer to the specific process and how it worked before implementation.
Let’s talk
Which process takes up your team's time?
Describe how a case starts, who handles it and where the information goes. That gives us a starting point for discussing the automation scope.
Describe your workflowoffice@eclipsesystems.com.pl