AI-Agents for Case Management in Request Intake working with Kintone
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Merge Case PDFs
Combine case PDFs in order and put the packet link on the case.
Your case owner gets a combined PDF linked on the case, with pages in your listed order and the file stored in your shared folder.
Works with
7 tools
7 tools
Request Agreement Signatures
Record sent signature requests on the right client cases.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
Works with
10 tools
10 tools
Request PDF Signatures
Link each sent signature request to the case and its approved PDF.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
Works with
8 tools
8 tools
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