Work
AI & Automation·2025

Document-Flow Automator

AI onboarding platform for financial ops - document validation and summary generation.

Document-Flow Automator
Role
Builder (internal)
Stack
FlaskPythonn8nGPT-4GeminiPostgreSQLTwilioZoho
Impact
40% faster reviews · 35% less manual reporting

Problem

Multi-team document onboarding was a manual bottleneck - slow reviews, no QA backlog visibility, and inconsistent handoffs.

Architecture

Flask backend · n8n orchestration · GPT-4 + Gemini for validation and summary · Zoho + Twilio integration · PostgreSQL audit log.

Key decisions

  • Pair LLM summarization with rule-based validation so the system never blindly trusts an AI output.
  • Build the audit log first - compliance was a hard requirement, not an afterthought.
  • Make the human handoff explicit instead of hiding it behind the AI.

Outcome

40% faster reviews · zero QA backlog · 35% less manual reporting time.

What I learned

AI workflows land or die based on the seams between model and human - get the seams right first.

What's next

Template the system for adjacent onboarding flows.
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