AI-Agents for Document Control in Request Intake working with Google Contacts
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
10 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 toolsCheck 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.
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 toolsMark 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.
5 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
