AI-Agents for Case Management working with Kintone
kintone is a fully integrated social collaboration and customizable business application cloud platform that allows internal and external teams to solve business process inefficiencies through database and work flow-driven custom apps, communication and collaboration. kintone can be used for custom CRM, Project Mangement, SCM and much more.
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.
7 toolsRecord 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.
10 toolsLink 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.
8 toolsExport complete case records and list cases that need correction.
Your review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.
