AI-Agents for Document Controllers in Lending in Request Intake working with ClickUp
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Merge PDF Files
Combine project PDFs in manifest order and send the owner a link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
Works with
14 tools
14 tools
Convert Image to Text
Put text from linked document images on the review task.
Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.
Works with
11 tools
11 tools
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