AI-Agents for Request Intake working with Google Drive
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.
6 toolsGet a downloadable CSV from your teams' weekly extracts when the files are usable. See what needs attention in a summary beside it.
5 toolsYour reviewers hear about the right proof after its file matches the task and your preparation checks are complete.
13 toolsYour internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
6 toolsYour signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsYour signers receive the partner agreement after final approval, and you see their invitation links beside the approval.
6 toolsYour agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 toolsYour client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
6 toolsYour agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.
11 toolsYou get a clear report of which approved agreements went out for signature and which ones need your attention.
4 toolsYour campaign reviewer gets a complete request in chat when an asset is ready, without your lead chasing the next person.
5 toolsYour Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
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