AI-Agents for Document Review working with Zoom

Gather review files, compare deal terms, return incomplete forms. 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 with14 tools
Post Contract Executive Summary

Your stakeholders get a contract executive summary and signed PDF together, so they can check commitments and unclear terms.

Works with15 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 with14 tools
Request Review Question

Your campaign owners get a prompt when a client review item lacks a decision question the client can answer.

Works with12 tools
Send Checked Proofs

Your reviewer sees the final proof only after your required checks are complete, with the chat request recorded on the task.

Works with14 tools
Draft New Hire Packets

Your new hire packet draft brings relevant document links together and shows HR what needs review before sending.

Works with8 tools
Hold Scope Signoff

Your reviewer can see the revised scope before signing off, while the pending approval waits with a link to the announcement.

Works with8 tools
Add Review Notes

Your writers see changes requested in chat on the revision task they already use, with a link back to the review discussion.

Works with9 tools
Flag Review Question Gaps

Your issue owner sees the reviewer's blocker on a ready issue when the decision question is missing.

Works with12 tools
Request Direct Deposit Form

Your payroll team can get missing authorizations moving without chasing employees manually. Employees receive a private request with a secure way to add the form.

Works with18 tools
Route Proof Reviews

Your reviewers get the proof and a clear question in chat, with an assigned task to track the deadline and delivered request.

Works with8 tools
Extract PDF Hyperlinks

Get a clear list of links from PDFs sent to your review inbox. See the address, visible label, and page for every link.

Works with5 tools
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