Workflow automation
Move evidence forward. Keep people in control.
Connect evidence, checks and actions through repeatable workflows that reduce administration and support consistent review.
Configurable
workflows, forms, checklists, sampling and branching
Role-based
queues, permissions and controlled allocation
Human-led
review conclusions and material decisions
Traceable
states, closures and user and system audit trails
Recordsure workflow automation moves evidence, checks and actions through repeatable processes, helping reduce administration and improve consistency.
As part of the Recordsure platform, it connects the information captured by Conversation Intelligence and organised by Document Intelligence with the people responsible for reviewing it.
Configured workflows give each stage a clear purpose, while skilled people retain responsibility for material decisions.
Trusted by
Evidence captured
Conversation and document intelligence
Checks configured
Forms, sampling and branching
People review
Queues, guidance and conclusions
Actions completed
Outputs, updates and audit trail
Automation workflow
Structure the route from evidence to action
Configure how work is allocated, checked, escalated and completed without turning automation into the decision-maker.
Route work to the right people
Team and individual work queues support allocation by product, skills or manager assignment. Sampling and branching logic shape the route a case takes, rather than forcing every case through the same sequence. Configured status tracking and operational service targets help teams see where work stands and what needs attention next.
Make checks repeatable and evidence accessible
Configurable forms bring relevant information and data capture into the review process. Checklists, guidance and root-cause categories help reviewers follow a consistent approach without replacing their judgement. Human review conclusions can be linked to bookmarked evidence, preserving the connection between a finding and the source material that supports it.
Handle exceptions without losing the trail
Unexpected circumstances do not have to disappear into an informal side process. Reviewers can escalate at any stage, and challenges can return for re-review. Recorded states and closures help authorised users follow how a case progressed, while user and system audit trails support oversight of the actions taken.
Turn completed checks into useful actions
Configured processes can generate templated emails, output documents and Evidence Support Packs, and update practice-management systems where the integration is agreed. This connects review work with its next administrative step, reducing the need to re-enter information or assemble the same supporting material repeatedly. The actions available depend on the workflow and systems configured for your implementation.
Consistency with control
Bring structure to case handling without automating accountability
Role-based access and configured audit trails support controlled working, while people remain accountable for conclusions and material decisions.
Workflow automation sits within Recordsure’s secure Azure environment and organisation-wide ISO 27001:2022 information security management system.
Recordsure platform
Turn intelligence into action
Connect interaction and document intelligence with workflow, reporting and integrations to create a more complete, evidence-linked view across the business.
Conversation Intelligence
Capture and understand customer meetings and calls.
Document Intelligence
Structure documents, emails and case evidence.
Workflow automation
Move evidence, checks and actions through repeatable workflows.
Reporting & Analytics (MI)
Turn structured data into oversight, trends and management information.
API & Integrations
Connect Recordsure with your existing business systems.
Sectors
Built for regulated and evidence-intensive work
Recordsure works with organisations where important customer decisions must be efficient, explainable and defensible.
Talk to us
Connect evidence, reviewers and business systems
Talk to us about the checks, hand-offs and exceptions in your process. We can explore how configured workflows could connect your evidence, reviewers and business systems.
Frequently asked questions
Workflow automation frequently asked questions
Yes. Workflows, forms, checklists, sampling and branching are configurable. The scope of bespoke configuration is agreed for your implementation.
No. It supports the movement of evidence, checks and actions. Human review conclusions remain linked to evidence, and skilled people retain responsibility for material decisions.
Reviewers can escalate cases, and challenges can be returned for re-review. Configured states, closures and audit trails preserve visibility as the case moves through that process.
Knowledge centre
Insights and Perspectives
Curated articles, guides and thought leadership related to workflow automation, interaction oversight, quality assurance, customer outcomes and operational efficiency.
Can the FCA Handbook API help firms demonstrate compliance?
Will simpler transaction reporting put greater focus on data quality?
FCA CP26/28: What the proposed AIFM reforms mean for governance and oversight
IBS Intelligence: AI governance and why evidence and accountability matter