AI-Agents for Document Filing working with RingCentral
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Merge PDF Files
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
Works with
14 tools
14 tools
Prepare New Hire Packets
Your new hire packet matches the hire's details and stays private on their record. HR gets a chat request to review it.
Works with
14 tools
14 tools
Sort Project Files
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
Works with18 tools
18 tools
Add Missing Project Folders
Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.
Works with17 tools
17 tools
Send Incident Review Requests
See who received your critical or major incident review request and who needs follow-up.
Works with
11 tools
11 tools
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