This walkthrough uses a synthetic document and describes an example architecture. It does not submit a file or run a paid tool.
A document arrives
Imagine that your team receives a form and needs five fields entered into an existing record. Today someone opens the file, copies the values and checks the result.
The proposed workflow has six steps:
| Step | What happens | What must be checked |
|---|---|---|
| 1. Intake | Accept a permitted file and identify the request. | File type, size, account access and duplicates. |
| 2. Store | Keep the source at the agreed destination. | Access controls, retention and deletion. |
| 3. Extract | Read text and propose the required fields. | Missing pages, unreadable text and uncertain values. |
| 4. Review | A person compares the proposed record with the source. | Corrections and a clear approve-or-return decision. |
| 5. Deliver | Write the approved result to the destination. | Correct record, permissions and duplicate prevention. |
| 6. Record | Keep the outcome and any usage receipt. | Successful work, failures, retries and the agreed charging rule. |
Try the smallest meaningful example
Write down five expected values for a synthetic document. Run the proposed implementation only after its preview is available, compare the result, correct it, and check the destination. Then test an unreadable page and the same request twice.
The aim is to learn how the whole workflow behaves, including the exception path.
Decide what stays with a person
A person may review every result at first. Once you have evidence of how the workflow performs, you can decide whether particular low-risk cases need a different review policy. The policy belongs in the scope; it should not be guessed by an assistant.
Bring the results, open questions and required integrations into the solution brief.