Role-Based Programme
RB1738

AI-Powered Records & Document Management

Smarter Classification, Retrieval, Compliance & Information Governance

IMAGE REQUIRED
Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Apply AI across records and document-management activities including classification, indexing, retrieval, summarisation, version control, and archival support.
  • Use AI-assisted techniques to improve document organisation, searchability, metadata quality, information access, and administrative productivity.
  • Develop structured workflows for document intake, review, approval, storage, retrieval, retention, and disposal.
  • Analyse document repositories and records information to identify duplicates, missing metadata, outdated content, compliance gaps, and information risks.
  • Apply responsible AI practices covering confidentiality, retention, access control, accuracy, information governance, and human oversight.

Tools covered

Generative AI AssistantsDocument IntelligenceAI-Powered SearchOCR & Content ExtractionMetadata GenerationDocument ClassificationSpreadsheet AnalysisKnowledge AssistantsWorkflow Automation

Who should attend

  • Records Management Executives
  • Document Controllers
  • Document Management Professionals
  • Administration Executives
  • Administration Managers
  • Records Coordinators
  • Information Management Professionals
  • Document Control Coordinators
  • Corporate Services Professionals
  • Office Administration Professionals
  • Compliance Documentation Professionals
  • Knowledge Management Professionals
  • Archive & Records Professionals
  • Administration & Facilities Team Leads

Prerequisites & Participant Readiness

  • Working knowledge of records, documents, filing, or administrative processes
  • Familiarity with document repositories, folders, spreadsheets, or document-control procedures
  • Basic computer and office-productivity skills
  • Basic awareness of Generative AI is helpful
  • No programming knowledge required

TOC Modules

Concepts
  • Understanding Generative AI, document intelligence, OCR, search, and classification
  • Identifying AI applications across records creation, storage, retrieval, review, and disposal
  • Understanding structured versus unstructured business information
  • Understanding AI assistance versus records-management accountability
Practical activities
  • Mapping a typical document lifecycle to AI-assisted activities
  • Identifying manual records-management activities suitable for AI support
  • Comparing traditional and AI-assisted document workflows

Scenarios

Incoming Documents to Controlled Repository

Document Intake → AI Content Extraction → Classification → Metadata Generation → Validation → Approval → Repository Storage → Retrieval

Participants design an end-to-end AI-assisted workflow that converts incoming documents into structured, searchable, and controlled organisational records.

Document Repository Clean-Up & Governance Review

Document Repository → AI Analysis → Duplicate & Obsolete Records → Metadata Gaps → Access Risks → Retention Review → Corrective Action Plan

Participants analyse a sample document repository to identify duplicates, outdated files, incomplete metadata, access concerns, and retention issues, then prepare a structured information-governance improvement plan.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.