01 / Context & problem
The operation had outgrown its manual handoffs.
High volumes of emailed documents had to be opened, interpreted and entered manually into internal systems.
02 / Existing process
Work moved, but the process was hard to see.
Operations staff watched a shared mailbox, copied key fields into a spreadsheet and then entered the same data into the core platform.
03 / Automation architecture
A connected flow with clear control points.
01
Email received
02
Document classification
03
Field extraction
04
Rule validation
05
System entry
06
Exception queue
04 / Solution
Automation where repetition ends, people where judgment begins.
AtLoop built a document flow that identifies file types, extracts required fields, validates references and sends only uncertain cases to the correct employee.
Human checkpoints
- Operations resolves unmatched references
- Finance reviews documents above agreed thresholds
05 / Outcome
A more reliable process, without invented metrics.
Reduced manual data entry
Fewer processing errors
Improved exception visibility