AI-Agents for Administration in Document Review

Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.

Prepare Flagged Email Tasks

Put an action and tomorrow's due date on flagged office correspondence.

See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.

Works with6 tools
Merge PDF Files

Merge shared PDFs in the requested order and send the owner a link.

Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.

Works with14 tools
Merge Handoff PDFs

Merge linked office documents into one PDF for the team handoff.

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

Works with
Prepare New Hire Packet

Collect new-hire paperwork in one folder and create a review task.

Get a private packet folder when files are available, plus a task showing any gaps to fix before you share it.

Works with10 tools
File In-Person Meeting Notes

Turn recorded room meetings into shared, searchable notes.

Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.

Works with7 tools
Combine Meeting PDFs

Combine meeting readings into one PDF linked on the agenda.

Your meeting readings come together in presentation order, with a single packet link on the agenda for attendees.

Works with4 tools
Find Duplicate Files

Find repeated office files across shared team folders.

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.

Works with
Transcribe Notice Photos

Place notice wording on work order cards for office review.

Get the wording from posted notice photos on your work order cards, with unclear passages marked for office review.

Works with4 tools
File AI Meeting Notes

File meeting notes in the shared area the office uses.

Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.

Works with4 tools
Create Meeting Notes

File meeting recaps on the right private calendar entry.

Get searchable meeting notes without another guest joining the call. Your private calendar keeps the recap and recording link together.

Works with
Create Post-Meeting Note

File meeting notes that colleagues can find alongside the recording.

Your team gets a searchable meeting note with decisions and follow-ups. The recording link stays with the details in your shared notes library.

Works with5 tools
Archive Meeting Recordings

File meeting recordings with searchable details for the office.

Your team can find finished recordings in the shared archive, with a meeting note linking to the file and an alert when filing fails.

Works with
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