Document & Data Automation
Stop retyping information that already exists somewhere else.
Orders, specifications, forms, invoices and contracts often arrive as documents that someone must read and re-key. Evans automates extraction, classification and generation, with validation built in where errors are costly.
Data extractionDocument classificationData entrySummariesDocument generationMoving information between systems
Signs there is an opportunity
- Staff copy information from PDFs into systems
- Documents are filed inconsistently
- The same documents are created from scratch repeatedly
- Errors surface only later, when they cost more
What stays human-led
- Low-confidence extractions
- Contractual and financial approvals
- Regulated data decisions
- 01Document arrives
- 02Classified
- 03Key data extracted
- 04Validation rules
- 05Exceptions to a personHuman
- 06System updated
- 07Summary filed
Illustrative workflow. Every implementation is designed around your own process, systems and approval points — and sometimes the right answer is to improve the process rather than automate it.
How an engagement works
Diagnose, design, implement, then manage.
AI Workflow Audit
£1,495 + VAT
Identify where people, time and systems are being wasted and decide whether automation is commercially worthwhile.
Book an AI Workflow Audit →Automation Blueprint
Scoped from the audit
Complex workflows are designed before they are built: triggers, systems, rules, AI and human decisions, approvals, exceptions and measurement.
See an example blueprint →AI Workflow Implementation
From £4,950 + VAT
Build the simplest suitable system — one focused workflow, a connected process, or a wider commercial automation system.
Explore implementation →Managed AI Automation
From £995 + VAT / month
Evans monitors, maintains and continuously improves implemented workflows, and measures what they change.
Explore Managed AI Automation →Six solution families
Where automation usually pays back first.
Sales & CRM Automation
Lead capture, qualification, CRM administration, follow-up, research, pipeline updates and sales reporting.
See the workflows →02Customer & Enquiry Automation
Incoming enquiries, routing, acknowledgements, classification, FAQs, appointments, support triage and escalation.
See the workflows →03Reporting & Management Automation
Weekly reports, management summaries, dashboards, performance alerts, KPI consolidation and recurring analysis.
See the workflows →04Operations & Admin Automation
Scheduling, task creation, internal requests, forms, handover, approvals and repeated back-office workflows.
See the workflows →05AI Agents & Business Assistants
Research, approved information retrieval, drafting, workflow steps and commercial support — controlled, with human approval.
See the workflows →Practical guidance
What Is AI Document Automation and How Does It Work?
Re-typing information from PDFs, invoices and forms into a system is one of the most common sources of wasted time in a business.
AI Proposal and Quotation Automation: How Does It Work?
Most proposal and quotation delay is not caused by a lack of effort. It is caused by manual assembly of information that already exists elsewhere.
What Is AI Workflow Automation and How Does It Work?
AI workflow automation links AI capability with the everyday steps of a business process. Here is what it actually involves.
Document & Data Automation questions
It depends on document quality and consistency. Workflows include validation rules and confidence thresholds, and route uncertain items to a person.
Data protection is designed in from the start. Where regulated-data expertise is required, Evans involves appropriate specialists.
Not always. Many improvements use the systems you already have; any new tool must earn its place.
Discuss a workflow
Tell us about the workflow.
Describe the process, the people involved and the systems it touches. Evans will tell you plainly whether automation looks worthwhile, and what a sensible first step would be.
Or call 0330 043 8477 · info@evanssalesconsultancy.co.uk