Request Intake AI-Agents for Document Controllers in Financial Services
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Assemble project PDFs in the page order listed on each request.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
8 toolsCombine 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.
14 toolsPut 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.
11 toolsCheck file versions before linking them to review packets.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
6 toolsKeep late project files with the pending document review.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
8 tools
