01
Document Intake Layer
A tested starting point for document intake layer reduced repeated setup work.
We built an AI document processing agent for a growing business that could read incoming documents, capture key details, check them against business rules, update internal systems, request missing information, and send exceptions to the right person for review.
Trusted by teams building ambitious products
A growing company processing customer forms, supplier documents, invoices, applications, and supporting records every day.
Coretus mapped the document flow, built the AI assistant, connected internal systems, created approval rules, and designed exception handling.
Reduce repetitive review and data entry while making sure important or unusual cases still receive human attention.
An agent that understands documents, extracts information, checks business rules, updates records, and routes exceptions for review.
The operations team received documents through email, forms, shared folders, and customer portals. Staff had to open each file, find the important information, compare it with existing records, check whether anything was missing, and then update one or more systems.
Most cases followed the same pattern, but the team still had to review everything manually because some documents contained exceptions or missing information. This made processing slower as volume increased.
Staff opened, read, and categorized every incoming document.
The agent identifies document types, captures key details, and prepares routine cases automatically.
Information was manually transferred into CRM, finance, operations, or internal systems.
Approved data can be added directly to the right business system.
Staff spent time checking both routine and unusual cases.
People focus on missing information, unusual cases, and decisions that require judgment.
The agent can handle different layouts and document types without forcing every supplier, customer, or team to use the same rigid template.
The system can compare extracted details against required fields, internal rules, existing records, and expected values before moving forward.
Routine documents can continue automatically while unusual, incomplete, or sensitive cases are clearly flagged for a person.
Tested foundations helped the team spend less time on setup and more time on the parts that made this product useful.
A tested starting point for document intake layer reduced repeated setup work.
Reusable work for validation & permission rules let the team focus more time on the client’s specific needs.
This made it easier to add processing history without rebuilding common foundations.
A tested starting point for exception workflows reduced repeated setup work.
A straightforward before-and-after view of what changed for the team and their customers.
Routine documents can begin processing as soon as they arrive instead of waiting for a manual review queue.
Information captured from documents can flow into connected systems with less manual copying.
Teams spend more time on exceptions and less time reviewing routine cases that already match business rules.
The biggest improvement was that our team stopped treating every document like an exception . Routine cases could move forward automatically, while the right people still reviewed anything unusual.