Canonical: https://www.strataigize.com/lp/opportunities/document-to-record-workflow/a/ Description: Plan one document-to-record workflow with field checks and human review. Paid audit; pilot builds are separately scoped and priced. For teams turning documents into records # Turn incoming documents into checked records. We set up automatic entry and checks for agreed document fields. Your team reviews unclear values beside the original page. **Teegan Johnson**, Founder & Chief Growth Officer.30-minute call. No charge. [Book a 30-minute call](https://www.strataigize.com/lp/opportunities/document-to-record-workflow/a/#book) [ Sample source passage Service commences on **12 June 2026**. Extracted start date**21 June 2026**Inspect the failed check ↓ ](https://www.strataigize.com/lp/opportunities/document-to-record-workflow/a/#document-field-demo) [What is included](https://www.strataigize.com/lp/opportunities/document-to-record-workflow/a/#scope)[Ask a question first](https://www.strataigize.com/lp/opportunities/document-to-record-workflow/a/#ask) Working with teams in Canada and the US Fictional service document and extracted record ## Keep the source beside the field that failed. Select a field to inspect its original passage, extracted value and next step. Inspect a record field Start dateCustomer entitySignature evidence Original document · Sample 018 ### Service agreement Service location: North workshop. Service commences on 12 June 2026. Source: page 1, agreement details Destination field ### Start date Use the date in the document 21 June 202612 June 2026 #### Check failed The extracted day does not match the source passage. Correct the field from the source before the record advances. #### This source check passes The day, month and year now match the source. The workflow can continue with the remaining agreed checks. Original document · Sample 018 ### Service agreement Service location: North workshop. Customer: Sample Workshop North Ltd. Source: page 1, agreement details Destination field ### Customer entity Sample Workshop North #### Check failed The extracted name omits the legal suffix in the source and does not exactly match the approved reference entry. Use the reference record and source together. Do not create a second customer from a near match. Original document · Sample 018 ### Service agreement Service location: North workshop. Signature page: not included in this sample file. Page requested from the document owner Destination field ### Signature evidence Unknown #### Check failed The supplied pages cannot establish whether a signature exists. Route the missing page to the document owner. Do not infer execution from the typed party name. Checked fields can advance. Unclear fields keep their original page and failed check. ## Build one document workflow - One agreed document workflow, with a named input and destination system. - Fields checked against your rules and the reference data named in scope. - Source-page links and field confidence kept with the extracted values. - A review queue showing the source, extracted value and failed check together. - Tests using real sample documents, a comparison with the current process and a written handover. Pricing ## A paid audit. A separately scoped build. Audit The two-week audit is a paid assessment with a fixed fee. You keep the workflow map, cost assumptions, build-or-buy advice and 90-day plan. Pilot build A separately scoped, fixed-fee pilot runs over 30 to 90 days. We agree the document set, fields, checks, destination, success measure and stopping rule before the build. Ongoing support Ongoing support is separate, with an agreed monthly fee and an initial three months, then month to month. ### One document type and its checks - Your team repeats a document task that produces a useful business record. - You can name the document type, fields and system you use today. - Someone on your team can agree the checks and review unclear fields. ### Judgments and extra document types - Extra document families, destinations and ongoing support beyond the first written scope. - Legal or business judgments that stay with your team. The workflow handles the agreed extraction and checks. Document checking outline Illustrative walkthrough ## From a contract to a checked record A paid, fixed-fee audit. A separately scoped, fixed-fee pilot build. 1. Receive the document Start with a contract or lease in the agreed document set. 2. Extract the fields Read the dates, parties and fields agreed for the register. Keep the source page with each value. 3. Check and review Apply the agreed rules. Send unclear fields to a person with the source and failed check. 4. Keep the record Move the checked record into the named system with its source page attached. Illustrative workflow. The document types, fields, checks and destination are agreed in scope. ## Checking fields before records change 1. ### Map the repeated task Use the audit to name the documents, fields, rules and destination. Agree who reviews the items that need checking. 2. ### Build and check real examples Label a sample of real documents. Test each field and compare the records with your team's work before the workflow moves into use. 3. ### Keep the review queue clear Route unclear fields to a person with the source page attached. Your team keeps the workflow and written handover. Relevant work ## See the process behind the build Our published document workflow explains how we check fields, compare results with real examples and put exceptions in front of a person. [See the document workflow](https://www.strataigize.com/services/ai-systems/document-processing-agents/) Use the published steps to discuss the first document task your team wants to automate. ## Bring the document step your team repeats. Choose a time to discuss the documents, the record you need and the checks your team makes today. Talk through the paid audit and the build it could lead to. You do not need to share a private document to book. ![Teegan Johnson](https://www.strataigize.com/team/opt/team-teegan-head-384.webp) **Teegan Johnson**Founder & Chief Growth Officer Call agenda and calendar details - The repeated document task and how your team handles it now. - The destination system, required fields and person who checks them. - What the audit would cover and how a pilot would be judged. 30 minutes with the Strataigize team, online. Times show in your timezone. Your calendar invitation confirms the organizer and time, and includes the meeting link. [Ask a question first](https://www.strataigize.com/lp/opportunities/document-to-record-workflow/a/#ask) Prefer email? [teegan@strataigize.com](mailto:teegan@strataigize.com) ### Book a 30-minute call Choose a time on our booking page. It opens in a new tab and shows the times in your timezone. [See available times](https://meetings.hubspot.com/strataigize/consultation?utm_source=chatgpt&utm_medium=paid&utm_campaign=chatgpt_opportunity_document_to_record_workflow&utm_content=ai04-a-v1) Ask about document entry Teegan Johnson, Founder & Chief Growth Officer, will follow up by email. Fields marked optional can be left blank. ## Document processing questions What happens when a field is unclear? It goes to a person with the source page and the failed check. Each field is tested using agreed examples before the workflow moves into use. Can this handle our contracts or leases? Start with the documents, fields and register your team uses. The audit checks the input quality, rules and system connection before a pilot is scoped. Where does the checked record go? The pilot names the destination and its connection in writing. It can be your ERP, CRM or case system. Extra destinations need their own scope. Does the audit include the working system? No. The paid audit maps the workflow and build plan. The separately priced pilot is separate, and ongoing support has its own scope.