Compare the dates on a case file
Upload the contract, attachments and emails. ActaFlow reports the dates for the same event and flags any that don't match.
The request
Compare the dates in the documents and emails of the case. Flag any discrepancies for the contact person to check.
ActaFlow organises the steps of the request. Add the documents and check the data before using the result.
The workflow steps
- Choose the documents and the eventUpload the case file materials and specify which delivery, renewal or deadline to check.
- Read the dates in the documentsActaFlow reads the dates along with the sentences that explain what they refer to.
- Compare dates for the same eventActaFlow lists the dates in a table and flags any that don't match.
- Confirm the applicable dateThe contact checks the documents and confirms the deadline or asks for clarification.Manager check
- Prepare the case file summaryActaFlow reports the confirmed dates and any doubts still to be resolved.
Dates with their source document
For each reported deadline, you can reread the text that explains its meaning.
Differences to be clarified
The table gathers the conflicting deadlines to put to the case file contact.
Summary of confirmed dates
The result distinguishes verified deadlines from those still awaiting clarification.
How you set up the automation
ActaFlow reads the dates along with the sentences that explain what they refer to. The contact checks the documents and confirms the deadline or asks for clarification.
What you need
- Documents and emails relevant to the case file
- Event or deadline you want to verify
- Contact responsible for clarifying the discrepancies
Choose the documents and the event
Upload the case file materials and specify which delivery, renewal or deadline to check.
Read the dates in the documents
ActaFlow reads the dates along with the sentences that explain what they refer to.
Compare dates for the same event
ActaFlow lists the dates in a table and flags any that don't match.
Confirm the applicable date
The contact checks the documents and confirms the deadline or asks for clarification.
Prepare the case file summary
ActaFlow reports the confirmed dates and any doubts still to be resolved.
Describe the work. AI helps you prepare your workflow.
Loading chat…
Free demo. Use example data without confidential information.
Frequently asked questions
Does the date in the most recent email take precedence?
Recency alone isn't enough to decide. ActaFlow shows the conflicting deadlines and their related exchanges. The contact checks which date was agreed and should be used.
Does ActaFlow also read dates in tables?
You can provide documents and spreadsheets in the supported formats. In the result, check that each date is linked to the correct row, column and event.
What materials are needed to reconstruct a date?
Provide the relevant documents and emails and specify the event to verify. The summary can then place the reported deadlines alongside their related exchanges.
Does the comparison update the practice's deadline register?
This example prepares a table for checking. The contact person confirms the terms and manages the practice's schedule of deadlines; the comparison does not trigger automatic alerts.
Compare the dates in your case file
Specify the event to check and upload the documents in which the date appears.