AI-Agents for Document Control in Request Intake

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

Convert Photo to Text

Keep photo text beside the document link for approval review.

Give approvers the text from a linked document photo right on the request, with unclear passages marked for a closer look.

Works with4 tools
Extract Image Text

Convert incoming image files into linked review documents.

Get text from screenshots and photographed pages in a review document, with unclear passages marked for your team.

Works with6 tools
Find Shared Files

Find the right project document from a colleague's clues.

Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.

Works with10 tools
Merge PDF Documents

Store merged PDFs in the shared folder and link each request.

Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.

Works with6 tools
Prepare Document Reviews

Check file versions before linking documents to review packets.

Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.

Works with6 tools
Published by Approvals Essentials
Attach Late Packet Files

Keep new packet files with the document review already underway.

Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.

Works with8 tools
Return Incomplete Contract Approvals

Check contract packet versions and flag missing files for correction.

Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.

Works with11 tools
Published by Approvals Essentials
Check Proof Packets

Mark each new proof ready for review or list its missing details.

See whether a newly filed proof has what a reviewer needs, with missing details listed on its library entry.

Works with5 tools
Merge PDFs for Review

Combine task PDFs in order and attach the packet.

Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.

Works with5 tools
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