Multi-Agent Document Workflow Automation

From PDF to ERP in minutes. Intelligent agents that read RFPs and invoices, extract fields, validate against rules, and post to ERP with human-in-the-loop approvals.

6 weeks delivery

Engineering & Consulting (B2B)

−70% turnaround time

The Challenge

An engineering and consulting firm was drowning in complex RFPs and invoices. Proposal teams spent days manually extracting requirements from multi-page documents, validating them against company policies, and preparing proposals—all while racing against tight SLAs.

Extraction errors were common, leading to costly mistakes in proposals. The manual bottleneck was limiting their capacity to respond to new opportunities and impacting revenue growth.

100%

Manual processing

High

Extraction error rate

Tight

SLA constraints

Our Solution

We built a multi-agent system that automates the entire document workflow from ingestion to ERP synchronization. Documents arrive via email or S3, undergo OCR and semantic extraction, are validated against business rules, and require human approval before final posting to the ERP system.

Technology Stack

Document Processing & Backend

Azure Blob/R2 for document storage
TrOCR/Tesseract for OCR
FastAPI + Pydantic for APIs
Cerbos for policy management
OpenAI/Claude for extraction

Frontend & Orchestration

Next.js for approval UI
Redis for job queuing
LangChain/LangGraph for agents
n8n for workflow automation
ERP API integration

Intelligent OCR & Extraction

Advanced OCR combined with semantic extraction to accurately read and structure data from complex RFPs and invoices.

Policy Validation

Automated validation against company policies and rules using Cerbos, ensuring compliance before human review.

Human-in-the-Loop

Streamlined approval interface where humans review, correct, and approve extracted data before ERP sync.

ERP Synchronization

Seamless API integration that automatically posts approved documents to the ERP system with full auditability.

The Results

The automated document workflow delivered immediate improvements in turnaround time, accuracy, and capacity, allowing the consulting firm to scale their proposal operations without adding headcount.

−70%

Turnaround Time

Per RFP processing

−60%

Extraction Errors

Higher accuracy rates

3×

Proposal Capacity

Per month throughput

"The multi-agent system from AUTNEX transformed our proposal workflow. What used to take days now happens in hours, with far fewer errors. We've been able to respond to 3x more RFPs without increasing our team size, directly impacting our revenue growth."

André Silva

Director of Operations, Engineering Firm

The Process

W1-2

Discovery & Workflow Design

Analyzed document types, defined extraction rules, mapped business policies, and designed agent architecture.

Document Analysis Policy Mapping Agent Design

W3-4

Core Development

Built OCR pipeline, extraction agents, policy validation engine, approval UI, and ERP connectors.

OCR Pipeline Extraction Agents Approval UI

W5-6

Testing & Launch

Pilot testing with real documents, accuracy refinement, user training, and production deployment with monitoring.

Pilot Testing Accuracy Tuning Production Launch