- AI-Agent
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Extract and Summarize Documents
Save JSON results with review notes and links to originals
Use this Agent instantly or customize it - no programming needed
- Intake folder changesIntake folder changes
Your folder's change feed identifies new uploads and gives the Agent their file details.
- new documentsnew documents
Your upload supplies its text and original link when the Agent can read them.
- Extraction rulesExtraction rules
You choose the supported document types, requested facts, and required formats before each run.
- Access failureAccess failure
Your coordinator gets a record when the source link or result write fails.
- Document extractionDocument extraction
Your JSON file links to the upload and shows extracted facts or the reason review is needed.
- Document extractionDocument extraction
Your JSON file links to the upload and shows extracted facts or the reason review is needed.
This Agent watches your intake folder for a new document. It identifies the type and extracts the facts you chose. It saves a JSON result with a short summary, review notes, and the original link.
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Google DriveUsed as:
- Shared folder
Google Drive alerts the Agent to uploads, provides their contents, and stores JSON results.
monday.comUsed as:
- Shared folder
monday.com alerts the Agent to uploads, provides their contents, and stores JSON results.
Google ContactsUsed as:
- Shared folder
Google Contacts alerts the Agent to uploads, provides their contents, and stores JSON results.
Made for your industry
Extract and Summarize Documents is made for businesses in these industries.
- Construction
Pull requested facts from project reports and flag unclear fields.
Show all Agents for the Construction industry - Financial Services
Extract figures from financial reports and flag uncertain values.
Show all Agents for the Financial Services industry - Government
Summarize incoming agency documents and flag details for review.
Show all Agents for the Government industry - Legal Services
Summarize new matter documents and flag facts needing review.
Show all Agents for the Legal Services industry - Property Management
Capture facts from property reports and vendor invoices for review.
Show all Agents for the Property Management industry - Insurance
Capture facts from claim documents and flag unclear details.
Show all Agents for the Insurance industry - Accounting and Bookkeeping
Extract invoice details from client files and flag unclear amounts.
Show all Agents for the Accounting and Bookkeeping industry
Made for your role
Extract and Summarize Documents is made for people in these roles.
- Document Controller
Link project files to summaries and flag uncertain details.
Show all Agents for the Document Controller role - Operations Coordinator
Turn each new intake file into a reviewable summary.
Show all Agents for the Operations Coordinator role - Accounts Payable Clerk
Extract invoice amounts and flag values that need a second look.
Show all Agents for the Accounts Payable Clerk role - Legal Administrator
Summarize new matter files and mark unclear facts for review.
Show all Agents for the Legal Administrator role - Document Processing Specialist
Classify each incoming document and flag facts needing review.
Show all Agents for the Document Processing Specialist role - Loan Processor
Pull requested facts from loan documents for file review.
Show all Agents for the Loan Processor role
Made for your department
Extract and Summarize Documents is made for people in these departments.
- Operations
Turn incoming business files into structured review notes.
Show all Agents for the Operations department - Legal
Summarize incoming matter files and flag unclear facts.
Show all Agents for the Legal department - Document Control
Pair each project document with a summary and source link.
Show all Agents for the Document Control department - Accounts Payable
Capture invoice details and flag uncertain amounts.
Show all Agents for the Accounts Payable department - Accounting
Extract invoice facts into a reviewable file.
Show all Agents for the Accounting department - Lending
Extract requested facts from loan files for review.
Show all Agents for the Lending department
How Extract and Summarize Documents works
4 steps, in order, on every run.
-
Find the new documentFind a new file in your chosen intake folder. Skip duplicate changes and result files.
-
Read and classify the fileRead the file or exported text, then identify its type. Flag unreadable files or types outside your list for review.
-
Extract the requested factsApply the fields and formats you chose for that type. Leave unclear or missing values empty and flag them for review.
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Save the review fileSave a JSON file with the facts and a short summary. Include review notes and a link to the original.
How to Get Started
Connect the tools you already use, such as Google Drive, monday.com or Google Contacts.
3 tools
- Choose the shared intake folder and a results folder that the coordinator can open.
- List the supported document types and the exact facts to extract for each type, including any required fields and date or currency formats.
- Allow PDF files with readable text, Word documents, plain text files, and native text documents; set a maximum file size and a review rule for unreadable scans.
- Grant the Agent access to read intake files and create results files, and set up the folder change notification and saved change-feed position.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Extract and Summarize Documents:
You can use text-based PDFs, Word files, and plain or native text documents. Choose a size limit and how your coordinator reviews unreadable scans.
You choose the document types, requested fields, and formats during setup. You also mark required fields so your coordinator can review unclear values.
Your JSON result leaves that value empty and explains the issue in its review notes. Your coordinator can follow the original link to check it.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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