AI-Agents for Records Managers
Agents help Records Managers keep correspondence complete and ready to find.
Find missing signing records for archived agreements.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
8 toolsFind requested records within approved shared folders.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
10 toolsKeep each signed agreement and its signing log in restricted records.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
5 toolsList exact copies across record folders with links to originals.
Get a linked review list of exact copies across your shared folders, with extra files marked where they sit so you can decide what to keep.
Mark exact copies in incoming records before review.
Spot repeated files before you review a team's batch. Your folder shows flagged copies, and a results file shows where their matches live.
6 toolsFind identical records and record which copies remain in the folder.
You can clear exact duplicate files from a shared folder and see what stayed, what went to trash, and what still needs your choice.
6 toolsAdd searchable text to scanned records and flag unclear words.
Your clipped images gain editable text on the same OneNote page, with uncertain words marked so your team knows what to check.
4 tools
