Workflow examples
Browse practical TextMine workflow examples for high-value document operations across finance, legal, risk, compliance, procurement, and operations teams.
Workflow gallery
100 workflow examples grouped by pattern and team
Controls and policy
Run repeatable policy checks against documents and records, then route exceptions with confidence, evidence, and reviewer context.
KYC and onboarding
Coordinate evidence intake, extraction, policy checks, exception routing, approvals, and governed records for KYC-heavy teams.
Records and controls
Create source-linked operational records from reviewed facts, field mappings, confidence signals, decisions, and audit history.
Counterparty data
Refresh counterparty records with reviewed facts, external context, source links, ownership evidence, and exception routing.
Audit and reporting
Produce audit-ready reports from workflow activity, reviewed evidence, approvals, exceptions, source links, and final outputs.
Filings and monitoring
Track filing changes, enrich them with source context, identify material updates, and share reviewed summaries with stakeholders.
Stakeholder updates
Send reviewed outputs, source evidence, decisions, and next steps to the right owners after workflow milestones or completion.
Supplier and procurement
Match supplier evidence against records, flag mismatches, route exceptions, and update trusted procurement or risk data.
Review routing
Send uncertain extractions, missing evidence, and sensitive policy results to reviewers before downstream systems are updated.
Systems integration
Deliver approved reports, files, evidence packs, and workflow outputs to connected systems with context and audit trail intact.