Evidence Review
Review client evidence files against control requirements, flag weak or missing support, reduce client back-and-forth, and draft source-backed reviewer notes.
Workflow Value
Advisory teams can receive large evidence sets for a single engagement: screenshots, exports, policies, tickets, access reviews, configuration files, and PDFs. Each item still needs to be inspected against control requirements, period coverage, and testing criteria.
The workflow reads the control, request list, testing objective, and uploaded evidence, then checks whether the file supports the requirement.
Missing, stale, incomplete, contradictory, wrong-period, or irrelevant evidence is surfaced before senior review, with notes explaining the concern and the source material behind it.
The output is a set of reviewer-ready observations with citations and confidence signals that your team can approve or revise.
Workflow Architecture
Every solution is implemented as a controlled workflow, not a loose chatbot. The system operates inside approved data and tool scopes, produces inspectable outputs, and routes judgment back to the right human owner.
Define the exact workflow, input sources, business rules, user roles, output format, and what the AI agent is allowed to do.
Pull only approved documents, records, ERP context, control libraries, or playbooks before the agent drafts or acts.
Generate findings, matrices, notes, SQL-backed answers, or queues with source references, exception reasons, and confidence signals.
Measure reviewer edits, pass/partial/fail outcomes, time saved, exception quality, and adoption before moving to adjacent workflows.
Workflow Scope
The workflow starts with one painful, repeatable use case, then expands only when reviewers and operators trust the source-backed output.
Teams with repeatable client delivery workflows and repetitive senior review bottlenecks.
Repeatable work that can be prepared with source citations before human review.
Reviewer-ready artifacts shaped to your templates, evidence standards, and client delivery format.
Delivery Design
Each workflow is broken into operating steps, reviewer controls, and pilot-fit criteria your team can evaluate before committing to expansion.
Ingest evidence files, request lists, controls, and testing objectives.
Classify files by control, system, period, and support type.
Flag missing, stale, weak, contradictory, or irrelevant support.
Draft reviewer-ready notes with source references and exception categories.
Controls that keep AI as a drafting layer and preserve professional judgment.
Signals that this workflow is ready for a focused 30-day pilot.
Related Workflows
Most successful pilots start narrow, then expand into neighboring workflows once reviewers trust the output.
FAQ
Yes. We can design workflows for PDFs, images, spreadsheets, policy docs, tickets, exports, and screenshots.
No. The workflow drafts review notes and flags issues. Your reviewers make the final call.
Bring the workpaper, evidence review, diligence process, ERP answer queue, or reporting loop that consumes the most hours. We will map a practical workflow around your methodology.