AI & Workflow Automation

Less manual handling.
More work completed.

Connect the information, decisions and systems behind your operations. We build AI-assisted document processing, request routing, knowledge tools and automated system updates, with clear rules and human oversight where the work requires it.

APPLICATIONInformation arrives.Documents + attachments
A new service requestMessage + supporting context
Where is the answer?Approved knowledge sources
Connected work
INFORMATION → ACTIONReady for the next step.
Checked informationSource retained · Exceptions for review
Work with an ownerRequest + context · Assigned next action
ANSWER WITH EVIDENCEFind the source. Check the answer.Approved guide § Source reference
Connected systemsApproved updates · Delivery receipts
capabilities · AI assists. Your rules and people control the actions.
Document processing · Request routing · Knowledge tools · 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.

A useful starting point

Repeated inputs. A named owner. Rules you can explain. If the process itself is unclear, we map it with your team before automating it.

APPLICATION FORMSupporting information
Fields extractedMissing information flagged
Checked applicant record

Documents

From attachments to checked records

Extract useful fields from varied documents. Check the source and send uncertain values for review.

ExampleApplication form → Checked applicant record
SERVICE ENQUIRYA request needs an owner
Intent identifiedRelevant context attached
Assigned support queue

Requests

Give incoming work an owner

Identify intent, missing details and the right owner. Hold unclear requests for review.

ExampleService enquiry → Assigned support queue
APPROVED ACCOUNT CHANGEOne change, connected systems
Approved fields onlyDestination receipt retained
CRM update confirmed

System updates

Stop entering the same information twice

Coordinate approved changes across systems, retain receipts and recover interrupted updates.

ExampleApproved account change → CRM update confirmed
POLICY QUESTIONFind the relevant guidance
Approved sources searchedSource references included
Answer with source references

Knowledge

Help staff find the source of an answer

Find relevant passages in approved sources, respect access permissions and show the evidence behind the answer.

ExamplePolicy question → Answer with source references

Decide what needs AI
before choosing a model.

Use AI where information needs interpretation, explicit rules where conditions can be checked, and people where authority or judgment is required.

Documents, messages and approved knowledge↓Structured information with source context

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.

Required fields, permissions and approval limits↓Proceed, request information or hold for review

Rules check

Known conditions

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

Exceptions and actions requiring approval↓An authorised decision with a retained record

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.

A first release.
With a clear handover.

The first release has an agreed scope. You receive the working software, acceptance evidence and operating guidance your team needs to take it forward.

FIRST RELEASEThe workflow, integrations and review screens within the agreed scope.
Review workspaceSource · Decision · History
WORK QUEUEReady for reviewSource available ↗Exception identified ↗Owner assigned ↗
REVIEW SCREENEvidence beside the decision.Supporting source · Permitted actions · Decision history
Connected systemsApproved action → Delivery receipt

Built with the people who know the work.

Your team brings
A process owner, representative inputs, system access and the people authorised to agree the rules.
Revni delivers
The workflow, integrations and review screens within the agreed scope, with checks for normal inputs and exceptions.
We agree together
The first release boundary, acceptance criteria, rollout approach and who monitors and supports it after launch.
How we work together

Workflow map

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

Trace each input through interpretation, authority checks and the destination system. Show where an exception needs an authorised decision.

Test evidence

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

Include restricted actions: verify that permission changes stay on hold until an authorised person approves them, with the policy and decision retained.

Operating guide

Deployment, access, alerts and recovery instructions. Agree whether your team or Revni will provide ongoing support, with ownership and scope defined before release.

If a receipt is missing: find the retained event, inspect the destination, retry with the same identifier, then reconcile the acknowledgement.

Example · Customer operations

One request.
Several decisions.

A customer email can combine a service change, team onboarding and an access request. AI interprets the message and retrieves relevant context. Rules check what is permitted; an authorised person decides on restricted actions.

Customer request · REQ-482

“We’re moving to Bristol. Update our address, onboard the team and give the coordinator admin access.”

↳ Site details attached · Original source retained
Service addressVerify → updateCRM · Receipt retained
Team onboardingAssign an ownerService team · Context attached
Administrator accessAwait approvalAuthorised administrator
AI identifies the work. Permissions determine what can proceed.

Check the source and authority

Retrieve the account record and service policy. The sender is a verified operations contact, but cannot authorise administrator access. Verify the site details before updating CRM and retain its receipt.

Keep every handoff accountable

Send onboarding to the service team with the original message and confirm a named coordinator. Route administrator access to its approver with the policy; record the decision before changing permissions.

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 arrives

Email · Forms · APIs

Source files and record identifiers

Processing and orchestration

Interpret → Check → Route

Review queue · Approval policy · Decision history

Approved action

CRM · Finance · Operations

Delivery receipt or recovery queue

RETAINED EVENT · REQ-482Update the service address

The source and permitted change are saved before delivery.

ACKNOWLEDGEMENT MISSINGPending, not completed

The destination timed out. The user can see the delay; the update stays available for recovery.

REQ-482 → no receipt · retryable

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.

Prove the behaviour.
Then widen the scope.

Agree the expected action before evaluating a model. Test the whole workflow, including what must stay on hold. These are sample acceptance cases, not measured client results.

Check the same request against its exceptions.

Expected behaviour and the evidence the workflow should retain.

Clear, permitted request

Update address; assign onboarding

EvidenceCRM receipt + task owner

Missing site details

Request the missing source

EvidenceHeld update + reason

Ambiguous change scope

Draft a focused clarification

EvidenceSource + unresolved fields

Restricted administrator access

Require authorised approval

EvidencePolicy + decision record

Destination unavailable

Keep pending; retry safely

EvidenceEvent identifier + receipt

Technology chosen
for the work.

From document processing to private model deployment. Explore the technologies we bring together around your workflow.

Selected for quality, access,
performance and operating cost.

From information to action

Read documents

Extract structured fields and retain the source for review.

Azure Document Intelligence
Amazon Textract

Find relevant knowledge

Retrieve approved information with source references and access controls.

Azure AI Search
LlamaIndex

Coordinate the workflow

Connect interpretation to approvals, assigned work and system updates.

n8n
LangChain
LangGraph

Custom orchestration connects the tools to your business rules and existing systems.

Your permissions, approval rules and decision history stay independent of the model.

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