AI-Agents for Document Control in Document Filing working with Microsoft Exchange
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Save Email and Attachments
Preserve original email files beside their named attachments.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
Works with
6 tools
6 tools
Merge Report PDFs
Assemble project report pages into one shared PDF and send its link.
Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.
Works with
8 tools
8 tools
Save Email Attachments
File incoming project documents under their original names.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
Works with12 tools
12 tools
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