AI-Agents for Case Coordinators in Case Management in Request Intake working with Google Drive
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Merge ordered case PDFs and put the packet link on the case.
Your case owner gets a combined PDF linked on the case, with pages in your listed order and the file stored in your shared folder.
7 toolsSend case agreements for signature and keep case status current.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsSend the approved case agreement and put its request link on the case.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 toolsPlace submitted page text with the case the reviewer needs.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
12 tools
