An illustrative workflow
A form or email arrives → required fields are identified → the record is validated → a draft entry is created → exceptions are checked.
Start with a clear process
Define the fields that matter, the destination and what counts as a duplicate. Simple, consistent records often work well with standard automation before AI is needed.
Where your team stays in control
Unclear names, missing references and mismatched formats should be flagged. Do not let an uncertain extraction silently overwrite a correct record.
What to measure
Handling time per record, corrections, duplicate records and the time spent checking exceptions. Include all review time in the comparison.