AI-Agents for Document Control in Request Intake working with Airtable
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Keep checked PDF links tied to the right source rows.
Your team gets checked PDF links in the spreadsheet, with clear issues on rows that need a fix.
10 toolsPut project document pages in order and attach the finished PDF.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
8 toolsRequest power of attorney forms missing from the signed-file folder.
Missing power of attorney forms become clear tasks for requesters before legal approval continues.
33 toolsPost text from linked document images beside review tasks.
Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.
11 toolsKeep 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.
4 toolsStore 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.
6 toolsKeep 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.
8 toolsCheck 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.
11 toolsCombine 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.
5 tools
