Challenge
Where work slows down
For data office teams, inconsistent records make governance and reporting harder. Manual entry from documents creates duplicate work and weakens confidence in downstream data.
Agentic workflow
Create governed records for data office teams using agentic workflows
Help data office teams create trusted records from reviewed document facts, mapped fields, and traceable evidence.
Challenge
For data office teams, inconsistent records make governance and reporting harder. Manual entry from documents creates duplicate work and weakens confidence in downstream data.
Workflow preview
TextMine workflow
How TextMine helps
TextMine converts reviewed document facts into governed records, maps the right fields, and keeps each update linked to the evidence behind it.
Execution time
4-7 min
Estimated time saved
3-5 hrs per run
Estimated from the workflow pattern, including intake, review, routing, output generation, and downstream handoff.
Workflow design
Steps and key blocks
Each workflow page maps the business process to reusable TextMine actions, reviewers, and connected systems.
Workflow pattern
- Start from processed documents, intake forms, email attachments, or Workbench uploads.
- Extract, organize, and validate fields with AI review and confidence checks.
- Look up existing records, map fields, and create or update governed records.
- Link workflow documents and outputs so every value can be traced back to evidence.
Key blocks
- Document processed, Extract text, AI review
- Lookup record, Create or update record, Set values
- Organise values, Confidence, Upload to vault
See it live
See this workflow in TextMine
Book a demo to map this workflow to your documents, systems, and controls.
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