AI-Agents for Request Intake in Consulting
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Answer Shared File Requests
Find engagement documents and check colleagues can open their links.
Your coworkers get a shared file link they can open, or a clear next step when the file or access needs attention.
Works with
7 tools
7 tools
Find Shared Files
Find the right client project file for a colleague's request.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
Works with
10 tools
10 tools
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