Referral and document routing
Each document read, classified, and routed to the right person with a deadline.
How it works · Referral and document routing
STEP BY STEP
In
- Email inbox
- Documents
- PDF invoice
- 1
Receive01
Letter or referral arrives
Referral in
- 2
Classify02
Type and urgency identified
Specialist
- 3
Route03
Owner and deadline set
Dr. assigned
Human checkpoint
- 4
Track04
Overdue items escalated
On track
Out
- Follow-up task
- Audit trail
- Status update
How it works
01
The problem
Referrals and letters arrive by email and are sorted by hand.
Step by step
- 01Receive. Letter or referral arrives.
- 02Classify. Type and urgency identified.
- 03Route. Owner and deadline set.Human checkpoint
- 04Track. Overdue items escalated.
Tools and control
02
Connects
Gmail
Google Drive
OpenAI
Slack
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Route" step. Everything else runs on rules you agree, with every run logged.
More in Operations
03
Operations
Approvals and request routing
Every request has an owner, a status, and an audit trail.
See the workflowOperations
Document generation
Documents generated from templates and data, ready for review and signature.
See the workflowOperations
Task and project sync
Tasks, statuses, and comments stay in sync across your project tools.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.