AI-Agents for Document Processing in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
8 toolsConvert 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.
13 toolsConvert 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.
5 toolsMerge 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.
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.
12 toolsTurn 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.
4 toolsTurn 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.
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.
5 toolsTurn 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.
4 toolsConvert HTML drafts into PDFs and flag defects before delivery.
Your reviewer finds the checked PDF beside the HTML draft on the task, or a note explaining what needs fixing.
5 tools
