Legal and admin packs
Custom AI agents classify incoming documents, extract required facts, prepare template-controlled outputs, and keep source references visible for review.
See what we buildWorkflow library
Document automation workflow library for document-heavy operations.
Browse recurring document workflows where staff read inconsistent files, apply known rules, correct system data, and prepare standard outputs. This library helps identify strong candidates for custom AI automation, integration, or consulting projects.
Accounting and insurance intake
AI integrations read client emails and attachments, extract key fields, flag missing information, and update CRM, spreadsheets, or internal forms.
See automation approachCompliance review
AI agent consulting defines how to check renewal dates, supplier evidence, required fields, mismatched records, and exception cases before approval.
Read compliance workflow Q&ASupplier onboarding
Custom AI agents route supplier packs through extraction, verification, internal review, and controlled updates to procurement or finance systems.
Real estate document workflows
AI agents process property packs, lease documents, listing intake, due diligence checklists, renewal dates, and CRM updates with reviewable source references.
Tender document workflows
AI agent development breaks down specification packs, identifies response requirements, assembles source-aware drafts, and maintains review status.
Read tender workflow Q&AShared inbox triage
AI integrations classify attachments, detect next actions, assign work, and reduce repeated manual sorting in team inboxes.