Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Combine transaction documents in order and message the PDF link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
Draft replies to client texts before you answer personally.
Get a reply draft in your private chat when a customer texts your work number, with a link to the conversation for context.