Before
Reviewers separated the supplier dossier by hand and identified each attachment as a separate evidence item. They then handed documents off individually for assessment before completing intake, creating repeated coordination steps for every attachment.
How it works
- Receive the supplier email and identify its attachments.
- Route each attachment to an individual document assessment that extracts supported facts, key findings, citations, and information gaps.
- Return the document-level assessments to the parent intake workflow and complete processing.
Workflow details
- Email intake: The workflow starts when a supplier email is received and reads the attachments included with that message.
- Document routing: Each attachment is processed as an individual evidence item and passed to the document assessment workflow, with up to three attachments handled concurrently.
- Evidence analysis: The document is reviewed for its filename, document type, date, scope, auditor, validity, detailed summary, key findings, citations, and missing or unclear information.
- Evidence controls: The assessment is instructed to use only information found in the document, classify the nature of each finding, and return null when requested information is unavailable.
- Completion: The structured assessment results are returned to the parent workflow for each attachment, after which the supplier evidence intake reaches its success state.
What changed
Document-level processing begins automatically when the supplier email arrives, with each attachment assessed independently and up to three assessments launched concurrently. The workflow standardizes the returned evidence fields and completes intake without requiring a manual handoff for every document.
Work removed
Separating the supplier dossier, reviewing attachment lists, handing off each document for assessment, and manually consolidating the resulting evidence reviews.
Expected outcome
A repeatable supplier-evidence intake with up to three attachment assessments started concurrently, removing at least one manual routing handoff per attachment.
