AI for Customer Support - Response Quality Procedure
Use this procedure to maintain and improve your AI-assisted customer support quality. It'll guide you through scoring, s...
10 steps
Professional Services AI Operations
Workflow template for Tallyfy
AI-Assisted Document Review Workflow
This workflow helps your team review documents more accurately and faster by combining AI analysis with expert human judgment. You'll guide a document through AI-powered scanning, expert verification, and structured revision so that every document leaving your hands is accurate, well-formatted, and fully signed off.
10 steps
Run this workflow in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Upload document to AI review tool | TM Team member | |
| Status: Active | 2. Define review criteria and focus areas why this works | Claude AI agent | |
| Status: Waiting | 3. Run initial AI analysis | TM Team member | |
| Status: Conditional | 4. Review AI-flagged sections why this works | Claude AI agent | |
| + 6 more steps below | |||
Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow
Process steps
1
Upload document to AI review tool
1 day from previous step
2
Define review criteria and focus areas
1 day from previous step
3
Run initial AI analysis
1 day from previous step
4
Review AI-flagged sections
1 day from previous step
5
Verify factual claims and citations
1 day from previous step
6
Check formatting and consistency
1 day from previous step
7
Human expert final review
1 day from previous step
8
Compile revision list
1 day from previous step
9
Apply revisions
1 day from previous step
10
Final sign-off and archive
1 day from previous step
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Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Phase 2
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Phase 3
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
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