AyenAutomatesWorkflow example
RFP form preparation workflow
An authorized browser-workflow pattern for extracting reviewed document fields and assisting with structured form completion.
01 / The problem
Where the work gets stuck
Complex procurement forms can require repeated transfer of sensitive document fields across multi-step interfaces.
02 / The approach
One connected workflow
An authorized workflow can prepare reviewed fields, assist with approved form steps, and surface exceptions before submission.
Start with the information and channels the workflow is allowed to use.
Make validation, routing, and exception handling explicit.
Keep people responsible for decisions that need context or approval.
03 / Workflow
A practical view of how information moves from the first input to the final handoff.
- 01
Confirm authorization for the source documents and target system.
- 02
Extract and review the approved fields.
- 03
Assist with the defined form steps and validation rules.
- 04
Route errors and final submission through accountable review.
04 / Project details
CV extraction and field review
The workflow prepares candidate information for a multi-page procurement submission form. It extracts the required CV fields first, then keeps those values reviewable before they are entered into the browser interface.
Candidate information
- Parse names, education, work experience, and other selected submission fields from the CV.
- Normalise extracted values to the formats expected by the target form.
- Flag missing or ambiguous information before form completion.
- Keep sensitive source documents and extracted fields inside the authorised workflow boundary.
Browser submission workflow
- Navigate the defined three-step form sequence.
- Enter the reviewed values across multiple pages and dynamic fields.
- Handle dropdown options and form validation states.
- Retry selected dropdown or interface errors according to documented rules.
- Stop and surface the issue when the page structure or expected options change.
In-browser control panel
- Display current progress and the active submission step.
- Show validation feedback and debugging information needed to resolve an exception.
- Give the operator control over the approved form-filling workflow.
- Keep final submission under an accountable review step.
A useful starting point
Is a similar handoff slowing your team down?
Bring the current process, the systems involved, and the exceptions your team handles manually. We will identify a useful first scope together.
Book a discovery call