Make.com COI review automation

Stabilize COI review before AI routes the wrong file.

Automation workbench with workflow nodes, CRM records, inbox items, and spreadsheet rows

For Certificate of Insurance workflows where OneDrive intake, OpenAI extraction, date disambiguation, filename output, and APPROVED / NOT APPROVED / NEEDS HUMAN REVIEW routing need deterministic behavior.

Listed-price One workflow Clear build order

Operating plan

Rescue the path before adding more branches.

Step 1

Define review object

Require strict fields for completion date, policy dates, status, evidence snippet, confidence, and target filename.

Step 2

Guard ambiguity

Route missing or conflicting dates to human review instead of letting the model guess and move files incorrectly.

Step 3

Prove routing

Test approved, not-approved, and needs-review samples before expanding the document set.

Related paths

Ready to start

Buy the sprint or send the workflow for package fit.

Buy $4,999 Sprint