AI-Agents for Records Management in Document Filing working with Gmail
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Save full emails with attached files in one shared folder.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
6 toolsKeep signed agreements and signing records together for retrieval.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
7 toolsArchive attachments from flagged correspondence and flag gaps.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
5 toolsArchive old email attachments with their original filenames.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.
5 tools
