AI-Agents for Records Managers in Administration
Agents help Records Managers keep correspondence complete and ready to find.
Preserve each marked email with its original attachments in one folder.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
6 toolsFind the archived meeting transcript and email it to its organizer.
Get your past meeting transcript by email, without searching recordings or guessing which meeting it belongs to.
6 toolsCheck every flagged email attachment against the archive and report gaps.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
5 toolsPreserve original filenames while archiving old email attachments.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.
5 toolsTranscribe scanned correspondence and identify unreadable passages.
Get the text from emailed scans and see which words need your review. Find the reply in the same email thread.
5 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 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.
Find 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 tools
