AI-Agents for Document Processing

Agents help Document Processing teams turn incoming files into usable documents.

Merge PDF Documents

Turn listed PDF pages into one file in the order requested.

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
Convert HTML Files

Convert incoming HTML files and email checked PDFs to requesters.

Get PDF copies of HTML files submitted through your form, with text and pages checked before the files go back to submitters.

Works with13 tools
Extract Text From Scans

Convert incoming scan attachments into text for review by email.

Get the text from emailed scans and see which words need your review. Find the reply in the same email thread.

Works with5 tools
Merge Handoff PDFs

Merge requested PDFs into one file and return its link in the thread.

Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.

Works with
Transcribe Review Pages

Turn each submitted page photo into text on its matching case.

Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.

Works with12 tools
Convert Markdown Drafts

Convert incoming Markdown to editable Word files and check formatting.

Your writers' Markdown drafts become editable Word files in the right shared folders, with links and formatting problems sent back by email.

Works with8 tools
Convert Excel to CSV

Turn uploaded workbooks into CSV files with a result note.

Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.

Works with4 tools
Convert PDFs to CSV

Turn report PDFs into CSV files and note cells needing review.

Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.

Works with
Find Duplicate Files

Flag copied source files before processing a submitted batch.

Spot repeated files before you review a team's batch. Your folder shows flagged copies, and a results file shows where their matches live.

Works with6 tools
Import Markdown Files

Convert Markdown files into editable documents and report import errors.

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

Merge linked PDF sections into one attached packet.

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
Transcribe Clipped Images

Turn clipped scans into editable text with uncertainty marks.

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
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