AI-Agents for Document Processing Specialists in Document Processing in Request Intake

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

Merge PDF Documents

Merge requested PDF pages and add the finished file to the 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.

Works with8 tools
Convert HTML Files

Check PDF text and pages before returning each HTML conversion.

Get PDF copies of HTML files submitted through your form, with text and pages checked before the files go back to submitters.

Works with13 tools
Extract Text From Scans

Extract text from emailed scans and mark words needing review.

Get the text from emailed scans and see which words need your review. Find the reply in the same email thread.

Works with5 tools
Merge Handoff PDFs

Join linked PDFs into one file in the requested sequence.

Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.

Works with
Transcribe Review Pages

Turn photographed pages into ordered text on the matching case.

Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.

Works with12 tools
Convert Excel to CSV

Convert uploaded spreadsheets into CSV files for the next handoff.

Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.

Works with4 tools
Convert PDFs to CSV

Convert incoming report PDFs and note cells that need checking.

Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.

Works with
Transcribe Clipped Images

Convert clipped page images into editable text with review marks.

Your clipped images gain editable text on the same OneNote page, with uncertain words marked so your team knows what to check.

Works with4 tools
Convert HTML Files to PDF

Convert linked HTML drafts and flag PDF text or layout defects.

Your reviewer finds the checked PDF beside the HTML draft on the task, or a note explaining what needs fixing.

Works with5 tools
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