Challenge
Where work slows down
For finance teams, low-confidence outputs need fast, focused review. Without a workflow, uncertain values sit in queues, get buried in email, or move forward before the right person has checked them.
Agentic workflow
Route low-confidence exceptions for finance teams using agentic workflows
Help finance teams send uncertain results to the right reviewer before low-confidence work becomes operational risk.
Challenge
For finance teams, low-confidence outputs need fast, focused review. Without a workflow, uncertain values sit in queues, get buried in email, or move forward before the right person has checked them.
Workflow preview
TextMine workflow
How TextMine helps
TextMine identifies uncertain outputs, packages the document context, assigns the right reviewer, and resumes the workflow once the exception is resolved.
Execution time
3-6 min
Estimated time saved
2-4 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 when extracted values, document classifications, or AI outputs fall below thresholds.
- Evaluate confidence, document type, entity values, and policy conditions.
- Assign reviewers or owners with the evidence needed to resolve the exception.
- Generate follow-up reports, update records, and notify stakeholders when complete.
Key blocks
- Confidence, Document type is, Entity contains
- Add reviewer, Add assignee, Create task or reminder
- Custom report, Create or update record, Send email
See it live
See this workflow in TextMine
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