AI-Agents for Client Services in Document Filing working with Pipefy
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Create Project Folders
Organize shared project files for client delivery handoffs.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
Works with
12 tools
12 tools
Send Client Contracts
Send client agreements and see who still needs to sign.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
Works with
24 tools
24 tools
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