AI-Agents for Document Controllers in Request Intake working with Airtable
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Put checked PDF links beside their source files in the request sheet.
Your team gets checked PDF links in the spreadsheet, with clear issues on rows that need a fix.
10 toolsAssemble 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 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 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 toolsAttach one ordered PDF packet to the project task.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
5 tools
