Before you begin
Start with one workflow, one source of information, and a named reviewer.
Use sanitized sample data while you are testing the structure and review loop.
Build the workflow
Choose one document your team handles repeatedly.
Examples
Contracts
Intake forms
Invoices
Applications
Clinical or operational reports
Compliance documents
Build a workflow that
1. Accepts the document
2. Extracts a fixed set of fields
3. Compares them with a rule or standard
4. Flags missing or unusual information
5. Lets a person approve or correct the result
6. Exports the final structured data
Starter prompt
“Build an internal document review app for [role]. The user uploads [document]. Extract [fields]. Compare [specific fields] with [policy or rule]. Show exceptions first. Require human approval before the final result is exported.”
Start with one document type and five to ten fields. Add more only after the review loop works.
Common mistakes
Starting with multiple document types.
Extracting dozens of fields before validating five to ten important ones.
Automatically exporting or acting on unreviewed results.
Frequently asked questions
Can I use this template for a different industry?
Yes. Replace the role, input, rule set, output, reviewer, and prohibited actions. Keep the first workflow bounded and inspectable.
When should I use production data?
After the structure works with safe examples and the required permissions, security, retention, and review controls are in place.