AI-Agents for Document Control working with Pipefy
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
Flag exact copies before project documents change hands.
You can review marked extra copies and their locations before handing a shared folder to another team.
30 toolsPost requested project files to approved channels and confirm sharing.
Your team gets the file in the named channel with the requester's note. The requester gets a link or a clear reason it could not be shared.
7 toolsLink the current drawing to its earlier decision and pending review.
Keep construction work from moving ahead on an outdated drawing decision. Your coordinator gets a linked review when a revision affects a change order.
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 toolsFind 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10 toolsMark approval decisions that reference an outdated file revision.
Keep reviewers aware of changes to a proof before they act on a decision. Your task shows the mismatch and asks for confirmation.
7 toolsCreate a linked review for each revised manual and prior sign-off.
Your document review and approval process has a clear next step: a linked task with the changes and prior decision for the revised manual.
8 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 toolsTie each revised spec to the version that received sign-off.
See which specification changes need another decision before production continues, with a linked review for your product manager and a visible reapproval flag.
8 toolsLink revised drawings to earlier sign-offs for review.
Get a new review tied to the earlier sign-off when your project drawing changes. Your handoff stays on hold for the coordinator.
10 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 tools
