Define review object
Require strict fields for completion date, policy dates, status, evidence snippet, confidence, and target filename.
Make.com COI review automation
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.
Operating plan
Require strict fields for completion date, policy dates, status, evidence snippet, confidence, and target filename.
Route missing or conflicting dates to human review instead of letting the model guess and move files incorrectly.
Test approved, not-approved, and needs-review samples before expanding the document set.
Related paths
Ready to start