Services/Process Automation

Turn Manual, Document-Heavy WorkInto Workflows Your Team Approves.

We map the process as it really runs, find the steps agents can take over, and build the pipeline end to end: intake, extraction, rules, enrichment, human review and hand-off to your systems. Your people approve what matters, and every step is recorded.

Sample engagement planProcess automation build
8 weeks
W1W2W3W4W5W6W7W8
Map
Build
Parallel run
Cut over
ThinkTrends team
  • PLProcess lead
  • FEForward-deployed engineers
  • DEDomain expert
  • IEIntegration engineer
You get
  • A pipeline from intake to hand-off
  • Rules your team can read and change
  • Review queues with approvals
  • Hours and cycle time against baseline
Success: A parallel run that matches or beats your current process, case by case.
Embedded with your teamOn site or remoteIn your environment
8 weekstypical first process, intake to hand-off
Parallel runproven against your current process before cut-over
Configuredrules and thresholds your team can change
Every steprecorded for audit and review
The Problem

Volumes Keep Rising. Headcount Does Not.

Document-heavy queues grow faster than teams can hire, and rules-only automation breaks on unstructured inputs and exceptions.

The problem267,056

FOIA requests were backlogged across federal agencies at the end of fiscal 2024, up 33% in one year.

How we fix it

Agents search, de-duplicate and pre-redact records, and FOIA officers approve every release.

Source: DOJ Office of Information Policy, 2025
The problem2M+

adverse event reports reach the FDA every year, each one needing intake, coding and follow-up.

How we fix it

Agents extract, code and check each case, and safety reviewers approve what goes out.

Source: FDA
The problem20%

of agentic workflows will be reverted to deterministic processes to save money, Forrester predicts.

How we fix it

We use rules where rules work and agents only where judgment is needed, so running cost stays low.

Source: Forrester Predictions, 2026
What We Do

Every Step From Intake to Hand-Off

Automation fails at the edges: messy inputs, exceptions and the hand-off to the next system. We build those parts first.

Intake and Ingestion

Email, portals, scans, spreadsheets and system exports collected, classified and de-duplicated as they arrive.

Extraction

Fields, tables, figures and handwriting pulled from documents, with the source location kept for every value.

Rules and Business Logic

Your rules written as settings, not code, so your team can read and change them.

AI Enrichment

Classification, coding, summaries and cross-checks added by agents, each with a confidence score.

Human Review

Low-confidence and high-risk items routed to the right reviewer, with approvals and reasons recorded.

System Hand-Off

Results written to ServiceNow, SharePoint, your ERP or your safety database through governed connectors.

How It Runs

Eight Weeks From Map to Cut-Over

  1. Week 11
    Map

    We sit with the team, time each step, collect sample cases and agree the measures of success.

  2. Weeks 2–52
    Build

    Intake, extraction, rules, enrichment and review queues built and run on real cases each week.

  3. Weeks 5–73
    Parallel Run

    The workflow runs next to your current process, and the results are compared case by case.

  4. Week 84
    Cut Over

    Your team switches over with approvals in place, and we hand over the runbook.

ROI Model

Estimate the Hours You Get Back

Set the numbers for one process. We measure the real baseline in week one and report against it after cut-over.

Estimated return per year$813K
10,833hours returned
6.0full-time roles of capacity
  • Baseline measured in week one, from your systems
  • Hours, cycle time, cost and quality reported monthly
  • Every assumption written down and signed off
Estimate only. Capacity assumes 1,800 working hours a year.
40,000+work-hours delivered for clients
4,800+expert agents in production
99.7%guardrail compliance rate
Deliverables

What You Get

A working process, not a proof of concept, with the numbers to show what changed.

Delivered at cut-over

  • A current-state process map with time per step
  • A pipeline from intake to hand-off, running in your environment
  • Rules and thresholds as settings your team can read and change
  • Review queues with approvals, reasons and an audit trail
  • Connectors to your systems of record
  • Parallel-run results compared case by case with your current process
  • A runbook and a dashboard for volume, hours saved, cycle time and quality
Where We Start

Processes We Automate Most

High-volume, rules-heavy, document-driven work with a clear reviewer.

Life Sciences
  • Adverse event intake and case processing
  • Bioanalytical and lab study data extraction
  • Regulatory submission assembly
  • Deviation and CAPA review
Federal
  • FOIA and records requests
  • Grant and contract document review
  • Policy and SOP crosswalks
  • Help desk and service request triage
Enterprise
  • Invoice and accounts payable exceptions
  • Contract and vendor risk review
  • Customer correspondence and complaints
  • Audit evidence collection

Most document-driven processes follow the same pattern. If yours is not listed, we can map it in the first week.

Automation Your Auditors Can Follow

Every decision has a source, a rule and, where it matters, a person.

People Approve What Matters

Thresholds decide what goes to a reviewer, and you set the thresholds.

Every Step Recorded

Each input, extraction, rule, agent decision and approval is kept in an audit trail no one can edit.

Sources Kept

Every extracted value links back to the page and position it came from.

Configured, Not Coded

Rules and routing are settings, so changes do not wait for a developer.

Proven Before Cut-Over

A parallel run shows the new workflow matches or beats the old one first.

Your Data Never Trains a Model

Documents are used to do the work and nothing else.

Frequently Asked Questions

Common questions about ThinkTrends Process Automation.

What is AI process automation?

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AI process automation uses agents and models to do the reading, extraction, checking and routing steps of a manual process, with people approving the decisions that matter. Unlike rules-only automation, it handles unstructured documents, exceptions and judgment calls.

What is the ROI of AI process automation?

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Multiply annual volume by minutes per case and the share of work automated to get hours returned, then by loaded hourly cost. For example, 40,000 cases a year at 25 minutes each with 65% automated returns about 10,800 hours a year. ThinkTrends measures your real baseline in week one and reports the same measures from the live workflow.

How is this different from RPA?

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RPA repeats clicks and keystrokes on structured screens. ThinkTrends Process Automation reads unstructured documents, applies your rules, explains each decision with its source and routes exceptions to reviewers. It can work alongside existing RPA bots and take over the steps they cannot handle.

Which processes should we automate with AI first?

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Start with high-volume, document-heavy work that follows written rules and has a clear reviewer, such as adverse event intake, FOIA requests, invoice exceptions or contract review. These have the clearest baseline and the fastest payback. ThinkTrends maps the process in week one and confirms the business case before building.

How long does it take to automate a process?

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A typical first process takes about eight weeks: one week of mapping, four of building, a parallel run of two to three weeks against your current process, and cut-over in week eight.

Which systems can the automation connect to?

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Email, file shares, SharePoint, ServiceNow, Salesforce, Workday, ERPs, safety databases and internal APIs, through governed connectors and MCP servers with least-privilege access.