COCO SOFTWARE / INDEPENDENT DIGITAL STUDIO
All AI & automation services / AI-enabled operations / 20
COCO / AI / WORKFLOW DESIGN

AI Data ExtractionData extraction begins with a definition of correct.

AI can extract fields from email, PDFs and free text, but wrong dates, names or quantities cascade through operations. Validate fields, preserve provenance and provide a correction path.

Scope-led engagement · tailored engineering · not packaged SaaS

COCO / AI WORKFLOW STUDY 03—20

Make repeated work
safer and clearer.

The challenge Data extraction begins with a definition of correct.
In context A retailer texts “three more of the last one.” Extracting…
Design focus Sources, fields and context
Conceptual illustration · not client UI
COCO / RESPONSIBLE AUTOMATION
Prove value before scaling.
01 / THE REAL PROBLEM
Automation is a tool.
Accountability stays human.

AI can extract fields from email, PDFs and free text, but wrong dates, names or quantities cascade through operations. Validate fields, preserve provenance and provide a correction path.

FIELD NOTE / ILLUSTRATIVE

A moment worth redesigning

A retailer texts “three more of the last one.” Extracting the number 3 is useless without the customer’s previous order context.

Composite business vignette, not a client quote or measured result.

02 / HOW WE WORK

Find the goal and the risk.
Then design the workflow.

We begin with task context, data permission, failure cases and review points. These are proposed steps; whether AI belongs is determined in discovery.

Define trusted data, rules and review thresholds
COCO / DESIGN SESSION
Define trusted data, rules and review thresholds
STEP 01 / 03 Illustrative
03 / SCOPE THE RIGHT THING

More than a prompt: usable delivery.

Deliverables depend on the workflow, privacy, security, model operating costs, platform access and ownership.

01 /

Sources, fields and context

02 /

Schema validation and exception flags

03 /

Corrections, sampling and monitoring

AI must be evaluated for Australian privacy duties, data use, human oversight, accuracy and access controls. Validate lawful collection and appropriate notice before handling personal data. OAIC ↗

04 / EVIDENCE OF IMPROVEMENT

How will we know it helped?

Measure time, accuracy, exceptions and model cost against a baseline—never invented success percentages.

01

Field and transaction review error rate

Establish a baseline before claiming improvement.

02

Corrections, duplicates and missed items

Establish a baseline before claiming improvement.

03

Net time saved including human review

Establish a baseline before claiming improvement.

05 / RELATED CAPABILITIES

What else does
the workflow touch?

Even a simple AI task may depend on knowledge, APIs, human approvals, customer data and monitoring. Explore adjacent services to scope the full workflow.

LET'S UNDERSTAND THE WORK

Choose one useful workflow.
Then choose the technology.

Tell us about one repeated task and what mistakes cost. We will compare rules, workflow platforms and AI before recommending an approach.