AI-Agents for Document Conversion

Export your tables, convert PDFs, transcribe recordings.

Format Markdown Draft

Your finished Markdown draft becomes a readable review page under its project task, and you get the link in a task comment.

Works with10 tools
Import Markdown Files

Your team gets editable documents in the right shared folders, with a report that flags formatting fixes after each Markdown import.

Works with4 tools
Merge PDFs for Review

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
Request Agreement Signatures

Your agreements move from approval to signature requests, and owners get a link to follow signing.

Works with4 tools
Request PDF Signatures

Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.

Works with8 tools
Save HTML as PDF

You get a PDF you can share and print on the support case after its text and layout pass checks.

Works with6 tools
Send Agreements for Signature

Your agreements reach the right signers, with a signature request link beside the document in your handoff note.

Works with6 tools
Send Contract Signature Requests

Your contracts reach the right signers after your team approves them, with the send date visible on the contract.

Works with4 tools
Send Signature Request

Your client gets the agreement to sign, and you get the request link and send confirmation on the project.

Works with5 tools
Transcribe Clipped Images

Your clipped images gain editable text on the same OneNote page, with uncertain words marked so your team knows what to check.

Works with4 tools
Transcribe Notice Photos

Get the wording from posted notice photos on your work order cards, with unclear passages marked for office review.

Works with4 tools
Enrich LinkedIn Prospects

Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.

Works with12 tools
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