Industry playbook
Healthcare
Typical request
“Summarize this patient intake form and flag missing fields for admin review.”
How it runs in Not Only Office
- 1
Upload intake
Admin adds scanned form or PDF to Knowledge with access controls.
- 2
Extract fields
AI structures demographics, insurance, allergies, and consent checkboxes.
- 3
Completeness check
Agent flags blank required fields against your clinic intake SOP.
- 4
Staff review
Reception edits redacted summary — PHI stays inside approved workspace.
- 5
EMR hand-off
Structured fields export for manual entry — no auto-update to clinical systems.
Pre-built playbook — sign up and run this workflow on your own documents and meetings.