AI-Agents for Lending in Meeting Documentation working with Chatwork
Archive recordings, create meeting notes, send transcripts. Every one is ready to run, and you can adjust it in plain language.
Merge PDF Files
Combine loan file PDFs in order and message the combined link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
Works with
14 tools
14 tools
Send Sales Follow-Up Texts
Text loan prospects when their planned follow-up comes due.
Keep sales follow-up texts moving: eligible prospects get a timely next step, and your task list shows what went out or needs attention.
Works with
4 tools
4 tools
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