AI-Agents for Intake in Document Conversion working with monday.com
Export your tables, convert PDFs, transcribe recordings. Every one is ready to run, and you can adjust it in plain language.
Export Form Entries
Hand off every submission from the closed intake window in one CSV.
Get a downloadable CSV after your form closes, with the entry count in its name and missing answers and possible repeats flagged for review.
Works with
28 tools
28 tools
Transcribe Review Pages
Match photographed submissions to cases and add their transcripts.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
Works with
12 tools
12 tools
Send Signature Requests
Send agreements for approved intakes that need a signature.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
Works with
10 tools
10 tools
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