AI-Agents for Document Control in Request Intake working with Dropbox

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

Email New File Links

Email document reviewers the name and link of each new file.

Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.

Works with27 tools
Request Missing Authority Forms

Request power of attorney forms missing from the signed-file folder.

Missing power of attorney forms become clear tasks for requesters before legal approval continues.

Works with33 tools
Convert Image to Text

Post 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.

Works with11 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
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
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
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