AI & Workflow Automation

Less manual handling.
More work completed.

We build workflows that read incoming information, check it against your business rules and update the systems your team uses. When something needs a decision, the right person gets the evidence.

A document arrives. What happens next?
Incoming supplier documentInvoice INV-2048
Order referencePO-1086
Invoice total£1,450
Original file retained ↗
⌁
Extract the fieldsAI interpretation
✓
£250 difference foundBusiness rules
Review requiredAuthorised reviewer
Hold the update for a decision

Illustrative workflow using sample data

Document processing · Request routing · Connected systemsBuilt around your approval rules

Where does your team
repeat the same work?

Start with a process you can observe: the incoming work, the time spent handling it and the exceptions that interrupt it. These are common places to look.

▤Source → Fields → Checks

Documents

From attachments to checked records

Supplier documents, application forms and supporting evidence often arrive in different formats. Extract the fields your team needs, check them against existing records and send uncertain values for review.

↗Request → Classification → Owner

Requests

Give incoming work an owner

Classify enquiries, identify missing details and route requests using your team's responsibilities. Unclear requests go to a review queue rather than being assigned with false confidence.

⇄Approval → Update → Receipt

System updates

Stop entering the same information twice

An approved change can update CRM, finance or operational software. Record whether each system accepted it, detect duplicates and keep failed updates available for recovery.

⌕Question → Sources → Supported answer

Knowledge

Help staff find the source of an answer

Use retrieval to locate relevant information in approved documents. Show the supporting sources and respect access permissions. If the evidence is insufficient, the system should say so.

Decide what needs AI
before choosing a model.

A single workflow may use all three mechanisms below. We define their responsibilities before implementing the connections.

“Please change our delivery address…”↓Suggested intent: account update

AI interprets

Variable information

Read different document layouts, classify a written request or find relevant passages. Test the output against representative examples and make uncertainty visible.

Invoice £1,450 · Order £1,200↓Result: amount outside tolerance

Rules check

Known conditions

Check required fields, references, duplicates and approval limits. Use explicit logic when the answer can be verified directly.

Source + order + discrepancy↓Decision: request a correction

People decide

Authority and exceptions

Give a reviewer the source, the failed check and the actions they are permitted to take. Record who decided and what happened next.

See how the workflow
handles an exception.

Change the input below. The route changes with it. An invoice is the example here; the same design questions apply to applications, requests and other documents.

Incoming supplier documentInvoice INV-2048
Order referencePO-1086
Invoice total£1,450
Original file retained ↗
⌁
Extract the fieldsAI interpretation
✓
£250 difference foundBusiness rules
Review requiredAuthorised reviewer
Hold the update for a decision

The invoice total is £1,450; the order total is £1,200. The reviewer can investigate or request a corrected invoice. The workflow does not approve the difference on their behalf.

Illustrative workflow using sample data. No files are uploaded or external systems updated.

The checks are only
part of the system.

We also build the connections, access controls and recovery paths that let your team operate the workflow after launch.

Information arrivesEmail · Forms · APIsSource files and record identifiers
→
Processing and orchestrationInterpret → Check → RouteReview queue · Approval policy · Decision history
→
Approved actionCRM · Finance · OperationsDelivery receipt or recovery queue

If a connection fails

Keep the update pending, show the failure and retry safely. Use a stable event identifier to prevent duplicate records.

If information is restricted

Control access to sources, review queues and actions. Agree retention and provider data-handling requirements.

If performance changes

Monitor errors, processing time, review effort and model costs. Keep representative test cases for future changes.

What your team receives.

The first release has an agreed scope. These working documents make the assumptions, acceptance checks and operating responsibilities available to your team.

REVNI / WORKING DELIVERABLEWorkflow map

Intake → Validation → Review

Prepared for your team ↗

Workflow map

Owners, exceptions, approval rules and system boundaries. We identify a first release that can be evaluated against the current process.

REVNI / WORKING DELIVERABLETest evidence

Normal input / Missing field / Failed update

Prepared for your team ↗

Test evidence

Results from representative inputs, permissions and recovery checks. Acceptance criteria are agreed before rollout.

REVNI / WORKING DELIVERABLEOperating guide

Monitor → Investigate → Recover

Prepared for your team ↗

Operating guide

Deployment, access, alerts, recovery instructions and handover. Ongoing support responsibilities are agreed as part of the scope.

Technology that fits
your existing systems.

Selection depends on the integrations available, data requirements, workload and the people maintaining the software. These are representative options.

Review screens

React · Next.js · TypeScript

Queues, source comparisons and approval controls built for the staff using them.

Processing and records

Python · Node.js · PostgreSQL

Background processing, business rules and a traceable record of each action.

Deployment and operation

Azure · AWS · Docker

An operating environment chosen around access, resilience, cost and your existing infrastructure.

Model selection comes after evaluation. We compare document and language-model services using sample inputs, error patterns, processing terms and cost. The workflow should be able to change provider without losing its business rules.

REVNI LABSSource → Extraction
↓
Validation → Review

Trace the decision back to the document.

Explore the architecture
in Revni Labs.

Our document-workflow demonstration lets you inspect extraction, checks and human review using sample data. It is an internal experiment with simulated extraction, not a client case study.

Explore the demonstration

Before you automate.

Bring the process and the systems involved. We can establish what needs investigating before committing to a build.

Can you work with our existing software?

We check APIs, permissions, vendor restrictions and data quality first. Where a platform limits the connection, we explain the alternatives and maintenance implications before choosing an approach.

Can a person approve sensitive actions?

Yes. Approval rules can require a named role to review an item before an update is sent. The reviewer sees the supporting evidence and the decision is recorded.

How do you handle sensitive information?

We agree access, retention, processing location and provider terms during discovery. The permitted use of the data determines which model and hosting options are appropriate.

Who maintains the workflow after launch?

We agree operational ownership, documentation and support scope before release. Your team can operate it with a handover, or Revni can provide an agreed support arrangement.

How do we choose a first workflow?

Look for repeated work with accessible inputs, a clear owner and an observable cost or delay. We assess the exceptions and integration constraints before recommending the first release.

Connected thinking.

Follow the decisions further.

Which workflow is
slowing your team down?

Tell us what arrives, who handles it and where it gets delayed. We’ll help assess whether automation is a useful next step.

Discuss your workflow See how we work

A useful first conversation.

You don’t need a finished brief. Bring the problem, the systems involved and what a better outcome would look like.

We understand the contextIdentify the questions worth answeringAgree a practical next step