AI-Agents for Document Extraction in Consulting working with Gmail
Read invoices, pull contract terms, log expenses. Every one is ready to run, and you can adjust it in plain language.
Summarize supplied sources for client reports and flag gaps.
Your research findings arrive in a source-linked table, with missing facts and unreadable pages clearly marked.
11 toolsShare engagement scope and payment terms from signed agreements.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
10 toolsLog consultant travel receipts with their forwarded emails for review.
Your shared expense tracker shows purchase details alongside the receipt. Finance can open the forwarded email during review.
4 toolsSend a requested tab as a CSV for client project handoffs.
Get the requested spreadsheet tab into your colleague's inbox as a CSV file. Your request row shows what happened.
5 tools
