AI Document Drafting with Human Approval
A workflow that produces first drafts of routine documents from your data and templates, then holds them for review and sign-off before they are sent or filed.
The problem
Proposals, contracts, letters, quotes and reports are often assembled by copying an earlier version and changing the details. It is tedious, and mistakes creep in: a wrong name, an out-of-date clause, or a figure left over from a previous client. The people best placed to review the content end up doing the clerical work first.
Fully automated generation is not the answer for documents that carry commitments, since errors can have financial or legal consequences. The more useful pattern is to automate the drafting and keep a person in charge of approval, with a clear record of who approved what.
What it automates
Collecting the inputs for a document from a form, CRM record or earlier conversation
Filling approved templates with the correct details and clauses
Using AI to draft or adapt descriptive sections, such as a summary or scope, from your source material
Checking for missing information and inconsistencies before review
Sending the draft to the named approver with the source data alongside
Recording comments, revisions and the final approval
Sending or filing the approved document in the right place
How it works
Choose the documents
We start with one or two document types that are frequent and fairly standard, and gather your best existing examples and templates.
Separate fixed from flexible text
We decide which parts must never change, such as legal wording, and which can be tailored. AI is confined to the flexible parts.
Build the drafting flow
Inputs are collected, the template is populated and any generated text is added, with the source of each key fact visible to the reviewer.
Add the approval step
The draft goes to a designated person by email or chat. Nothing is sent until they approve, and rejected drafts return with their comments.
Log and improve
Approvals and edits are recorded. Frequent corrections show us where the template or prompts need adjusting.
A good fit when
You produce the same kinds of document repeatedly, with varying details
You have approved templates or strong past examples to work from
Someone with authority is willing to review each draft before it goes out
Errors from copy-and-paste editing have caused problems or extra checking
Honest limits
AI can produce fluent text that is wrong. A person must review every draft, and legally binding or financial documents should be checked by someone qualified to do so.
The system does not give legal, tax or financial advice. Locked clauses and templates should come from your own professionals, and you remain responsible for the content.
Documents often contain confidential or personal data, so you need to check how it is processed and stored, including whether a third-party AI service is used.
Built by
Where this applies
Frequently asked questions
Does a person always approve the final document?
Yes, that is how we design it. The system drafts and checks, but a named approver must sign off before sending or filing. This is especially important for contracts, quotes and anything with a financial or legal commitment.
Can it use our own templates and wording?
Yes. We build around your approved templates, and can lock clauses so they are inserted exactly as written. AI is only used for the sections you designate as flexible, such as a summary of scope.
How do you reduce the risk of made-up details?
We keep generation limited to sections that draw on supplied data, show the reviewer the source for key facts and flag missing inputs rather than filling gaps. Review remains essential, because no method removes the risk entirely.
Which document types work best?
Repeatable, structured documents such as proposals, engagement letters, standard quotes, status reports and routine correspondence. Highly bespoke or high-risk documents are better drafted by a person, with AI limited to supporting research or summaries.