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Why do requests stall between intake and decision?
Intake and triage automation runs capture, correlate, decide, and update as one connected process instead of four manual hand-offs. This executive brief shows how intelligent document processing, a data fabric, rules, and AI agents work together, with people in the loop where judgment matters.
Proof line: 78% of enterprises now run some form of AI-powered document processing, yet 52% of staff time is still spent on manual document tasks. (AIIM, Market Momentum Index: IDP Survey 2025)
Inside the brief:
The four-step process. How capture, correlate, decide, and update change when run as one process.
Five measurable outcomes. From faster responses to fewer SLA misses and a comprehensive audit trail.
Three examples. Supplier invoices, service requests, and first notice of loss.
Three customer results. Including patient intake cut from six months to four days.
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FAQ
It is a process that captures incoming requests, checks them against your systems, routes them with rules and AI agents, and updates every connected system. People review the cases that need judgment.
No. Appian works across the systems you already run, and a process built for one team can extend to others.
Rules route the clear cases. AI agents assess ambiguous ones, such as mismatched invoices or incomplete claims, and recommend a next step.
