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Client Intake Automation

An intake workflow extracts uploaded documents, flags missing information, and prepares briefs and tasks for human review. I built the extraction and review steps so people can correct proposed work before approval.

Full-stack module engineerValidated prototypeAI / ML / Full Stack
Client Intake Automation interface preview

What I built

This supporting intake module extracts uploaded document content, identifies missing information, and prepares reviewable downstream work.

  • Extracts uploaded document content for intake review
  • Identifies missing information before downstream processing
  • Prepares briefs and tasks for human approval

My role

Full-stack module engineer

How it works

  • React and TypeScript interface
  • Document content extraction
  • Authenticated intake and generated-edit routes

Key decisions

  • Keep generated briefs and tasks reviewable before approval
  • Treat missing-information detection as an explicit intake step

What I tested

  • Focused unit tests
  • Build and typecheck scripts
  • Playwright dependency

Limitations and next steps

Customer-specific workflow details stay private, and the module is not presented as autonomous.