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.

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 classifies documents, extracts defined fields and flags what needs review. Validated data moves into the agreed workflow with the source file available for verification.
Follow the information, decisions and actions. Each stage prepares the next.
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.
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.
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.
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.
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.
Each record brings together required and received items. The next owner can locate the missing document or pending correction before accepting the case.
Files, versions and references accompany workflow data. Access is limited to the authorized collection, and retention periods are agreed with your organization.
Transformation starts where time is lost today. We design automation around your people, your rules and the systems you already use.
Observe how your team works today: real requests, repeated tasks, waiting, errors and systems. Discovery produces a process map, ownership and a measurable baseline.
Define inputs, decisions, actions and completion evidence. Prioritize impact and feasibility, with clear rules for approvals, exceptions and follow-up.
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.
Validate normal workflows and difficult cases: incomplete information, unavailable systems or pending approvals. Your team reviews outcomes before expanding usage.
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.
Compatibility is validated using real samples. Low-quality scans, complex tables or protected files may need preparation or additional review.
A summary supports orientation and preparation. Important decisions should review the source and any conditions that may have been omitted in summarization.
Permissions are defined before information retrieval. Access to the assistant must not equal unrestricted access to the entire document repository.
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