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AI
June 1, 20260:31

Introducing the Form Review Step

Discover Airia's Form Review Step — a human-in-the-loop checkpoint built seamlessly into your AI workflows.

Introducing the Form Review Step

What this video covers

This short introduction shows the new form review step for agents that extract data from documents. When an AI has pulled the data but someone needs to sign off before it reaches a CRM or a downstream workflow, the step pauses the agent and puts the source document and the AI-extracted form side by side for a reviewer.

Key takeaways:

  • The form review step pauses the agent before extracted data hits your CRM or downstream workflow.
  • Reviewers see the source document and the AI-extracted form side by side, read, fix anything the model missed, and click an action.
  • What flows downstream is data a real person verified.
  • The step adds a governance layer across all form-fill agents.

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