How to Deploy Your First TMF Document Intake Agent: A Practical Walkthrough
How to deploy an AI workflow that ingests documents, classifies them, extracts metadata, runs QC, and queues them for human approval - in weeks, not years.
Key Takeaways
Discover how to modernize TMF operations with an AI-powered workflow that boosts quality, speeds up processing, and reduces contributor burden.
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Escape the TMF Tug-of-War
Stop choosing between contributor overload and TMF bottlenecks. There’s a smarter way to balance quality, ownership, and speed.
Let AI Do the Heavy Lifting
Agentic AI can ingest, classify, extract metadata, run QC, and prep docs for approval—reducing manual review and inbox chaos.
Deploy in Weeks, Not Years
Build and launch AI workflows independently of your eTMF vendor—accelerating impact without waiting on roadmap delays.
Every TMF leader faces the same dilemma: how do you get the quality and timeliness you need without overburdening the contributors who file most of the content? Push responsibility to them and you get inconsistencies. Pull it back to the TMF team and you're processing documents one by one from an inbox.
Agentic AI offers a third option. In this session, we'll walk you through how to deploy an AI workflow that ingests documents, classifies them, extracts metadata, runs QC, and queues them for human approval - in weeks, not years, using solutions you can deploy independently of your eTMF vendor's timeline.

