# Document workflows

> Gaia supports document-heavy operations where teams need shared evidence workspaces, editable artifacts, graph-based routing, and clear human control from intake to sign-off.

## Positioning

Run governed workflows across intake, review, extraction, artifact drafting, and approval.

- Hero label: Case-centric document processing with human and agent collaboration

## Challenge

Document processes are often fragmented across intake systems, rules spreadsheets, manual review queues, disconnected drafting tools, and brittle linear automations.

## Goals

- Standardize document handling from intake to final sign-off.
- Apply explicit business rules for completeness checks, extraction, and drafting.
- Keep agents and human reviewers working in the same governed flow.

## Core functionality

- Case start and work packet creation with linked documents, document folders, and knowledge sources.
- Classification of document completeness and missing-item detection based on rules.
- Structured data extraction and validation against policies, reference data, and knowledge bases.
- Artifact creation for drafts, summaries, checklists, and spreadsheet workbooks that stay editable during review.
- Graph-based workflow orchestration with branching, loops, tools, and human approval gates.
- Package-backed controls, runtime policies, and explainability review tied directly to case evidence and approval checkpoints.
- Draft generation, collaborative review, and final human approval workflows.
- Support for anonymization where document handling requires it.

## Typical workflow

- Start a case and capture source material in a shared evidence workspace.
- Retrieve relevant documents and knowledge.
- Classify documents and identify missing items.
- Extract and validate data against rules and knowledge sources.
- Generate editable artifacts such as drafts, checklists, or spreadsheets.
- Route the case through graph-based review and exception branches.
- Run agent and human review.
- Capture human sign-off for the final result.

## Typical industries

- Legal operations
- Procurement
- Finance and accounting
- Marketing and sales operations

## Benefits

- Reduced manual effort across high-volume document handling.
- Better consistency in rule application, drafting, and approvals.
- Reusable outputs and clearer evidence across every review step.
- End-to-end traceability for evidence, review decisions, and final outputs.

## Deployment modes

- Configured workflow templates for common case types.
- Full tailoring for department-specific rules, integrations, graph-based routing, and approval chains.

## Markdown access

- Canonical page: /applications/document-workflows
- Markdown page: /applications/document-workflows.md