AI-Agents for Document Review working with Microsoft Office 365

Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.

Convert PDFs to Markdown

Get Markdown from PDFs in your knowledge-base folder, with questionable pages called out for your editor to review.

Works with6 tools
Extract PDF Links

Get a clean list of web links beside every new PDF in your shared folder, including addresses hidden behind clickable text.

Works with5 tools
Merge PDF Documents

Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.

Works with6 tools
Notify Proof Reviewers

Your reviewers hear about the right proof after its file matches the task and your preparation checks are complete.

Works with13 tools
File In-Person Meeting Notes

Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.

Works with7 tools
Analyze Bank Statements

Get a transaction list and spending breakdown in your finance database when your team adds a bank statement.

Works with5 tools
Merge Proposal PDFs

Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.

Works with5 tools
Review Proposal Revisions

Your delivery manager sees changed proposal terms and a pending review before the team moves forward.

Works with11 tools
Route Corrected Personnel Files

Your People Ops coordinator gets a fresh document review task when a personnel file changes. The canceled decision stays linked, and handoff stays on hold.

Works with12 tools
Route Revised Policy Drafts

See what changed and who needs to review it before your revised policy draft moves forward.

Works with10 tools
Attach Client Scope

Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.

Works with8 tools
Published by Approvals Essentials
Draft Release Notes

Get a release note draft in your team's format, with earlier announcements checked before you review it.

Works with6 tools
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