Three real SME workflows — freight bills of lading, accounting receipts, and wealth-management KYC packets — turned into clean, structured data by purpose-built AI agents. Same pattern, different documents.
Carriers email PDFs in dozens of formats. The Document Processor extracts shipment details, validates against your rate sheets, and posts clean records to the TMS — with the Workflow Coordinator flagging exceptions for human review.
Receipts arrive as phone photos, statements as PDFs, K-1 packets as scanned bundles. The Document Processor extracts, categorises, and populates tax software; the Proactive Assistant tracks every filing deadline and chases missing items.
Each new client arrives as a mixed packet: passport scans, address proof, source-of-funds letter, IPS form, suitability questionnaire. Agents extract and structure everything, redact PDPA-sensitive fields, and check against the MAS onboarding checklist before pushing to your CRM.
Three workflows above, four steps each: ingest → extract → validate → act. The agents and validation rules change per industry — but the operating leverage is the same. If you can describe what a junior member of your team does with a document on Monday morning, an agent can usually be configured to do it 24/7.
Workflows already deployed elsewhere include invoice reconciliation, contract redlines vs. playbooks, loan-application packets, claims triage, lease abstraction, and quarterly portfolio-review packs — all on the same four-step pattern.
A free 30-minute workflow audit will tell you which of your document flows fit the four-step pattern — and which agents would handle them.