AI-Agents for Document Filing

Archive invoices, file signed agreements, sort project files.

Log Invoice PDFs

Your supplier invoices stay easy to find in filed emails, with their details in your invoice spreadsheet.

Works with8 tools
Add Instagram Video Transcripts

Your campaign review sheet shows what creators say in new Instagram videos, with a clear reason beside any post the service cannot transcribe.

Works with8 tools
Log Vendor Invoices

Copy less during vendor invoice management: your spreadsheet gets clear invoice details, and your clerk gets links to the invoice and its row.

Works with7 tools
Merge PDF Documents

Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.

Works with8 tools
Send Agreement for Signature

Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.

Works with32 tools
Request Renewal Signatures

Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.

Works with26 tools
Save Email and Attachments

Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.

Works with6 tools
Send New Hire Packet

Your new hire's welcome packet PDF goes out after a check, and HR gets the send details and forms needing signatures.

Works with8 tools
Send Orientation Packet

Your new hire gets the packet and arrival details once your team confirms orientation. HR sees what went out and which forms need signatures.

Works with14 tools
File Signed Agreements

Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.

Works with7 tools
Merge Report PDFs

Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.

Works with8 tools
Save Email Attachments

Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.

Works with12 tools
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