AI for connected documents and records: solution image
SOLUTIONS / ATIENDE

Documents & knowledge

Atiende classifies documents, extracts defined fields and flags what needs review. Validated data moves into the agreed workflow with the source file available for verification.

ATIENDE · WORK EVOLVES
DESIGNED AROUND YOU

The file arrives. Its data reaches the right workflow.

Atiende classifies documents, extracts defined fields and flags what needs review. Validated data moves into the agreed workflow with the source file available for verification.

THE CONNECTED WORKFLOW

Every step connected.
Through to the outcome.

Follow the information, decisions and actions. Each stage prepares the next.

ATIENDE / 01
01 / 04

Identify the document and its record

Receive files from agreed channels or repositories. Identify the type, the client or case they belong to and the fields needed by the process. Documents without a clear association remain pending review.

WHAT YOU GETFiles classified and linked to their record.
02 / 04

Extract the value and keep its source

Extract defined fields and check format and consistency. Ambiguous amounts, unreadable pages or missing fields are flagged alongside the document for a person to review before use.

WHAT YOU GETFields ready to validate with the document in view.
03 / 04

Send the data to the next step

Add validated fields to the record in the enabled system. Assemble the file and check the documents required to proceed. If an item is missing, the owner receives the specific requirement and reference.

WHAT YOU GETAn updated record or an identified missing item.
04 / 04

Make it possible to return to the source

Queries use the authorized file collection and retain available references. Staff can review the source of a value or answer and resolve questions using the version that was used.

WHAT YOU GETSearchable information backed by documents.
CHOOSE A STAGE TO EXPLORE
WHAT CHANGES FOR YOUR TEAM

Less repetitive work.
More work completed.

Extracted fields can be checked

We define which fields each document type needs and how to validate them. Ambiguous fields are flagged for review with the file available; extraction prepares the owner’s work.

Missing items are visible before handoff

Each record brings together required and received items. The next owner can locate the missing document or pending correction before accepting the case.

Queries keep their sources

Files, versions and references accompany workflow data. Access is limited to the authorized collection, and retention periods are agreed with your organization.

APPLICATIONS BY SECTOR

In the context of your industry.

FROM DISCOVERY TO OPERATIONS

First, we understand your business.
Then we connect it.

Transformation starts where time is lost today. We design automation around your people, your rules and the systems you already use.

  1. 01

    Find the process that matters

    Observe how your team works today: real requests, repeated tasks, waiting, errors and systems. Discovery produces a process map, ownership and a measurable baseline.

  2. 02

    Design the complete workflow

    Define inputs, decisions, actions and completion evidence. Prioritize impact and feasibility, with clear rules for approvals, exceptions and follow-up.

  3. 03

    Connect your systems

    Review available APIs, webhooks, files and access. Agree which system owns each record, what the agent may read or update and how to prevent duplicates or unconfirmed actions.

  4. 04

    Test with your operational cases

    Validate normal workflows and difficult cases: incomplete information, unavailable systems or pending approvals. Your team reviews outcomes before expanding usage.

  5. 05

    Operate, measure and improve

    Define ownership, training and follow-up. Compare time, quality and backlog against the baseline; refine rules and expand to other processes when outcomes justify it.

Explore how we implement your solution ↗
A little more clarity

Before we begin.

Can it read any format?

Compatibility is validated using real samples. Low-quality scans, complex tables or protected files may need preparation or additional review.

Does a summary replace reading the original?

A summary supports orientation and preparation. Important decisions should review the source and any conditions that may have been omitted in summarization.

Who can query the documents?

Permissions are defined before information retrieval. Access to the assistant must not equal unrestricted access to the entire document repository.

Your next step

Less friction.
More possibilities.

Let’s start with a process that matters. Discover what your team could do with more time.

Book a demoOr write to us about the process you want to improve