Client Paperwork
Chases missing client documents, files every incoming doc into the right place, extracts key fields, ticks off the intake checklist, and notifies the team โ only marking items complete once the file is verified.
About this AI employee
Never lose a client document again.
Onboarding dies quietly in the gaps โ the agreement that was "sent last week," the W-9 that never came back, the intake form filed under the wrong name. This worker closes every one of those gaps. It chases what's missing on a polite cadence, files each incoming PDF and Word doc into one consistent place, and pulls the key fields off the page so the team can see status without opening a single attachment.
It is stubborn about being right. A checklist item is never marked complete on a promise โ only when the actual file is in hand, in the correct folder, named correctly, and verified to be the right document for the right client. Blank fields are flagged as "not found," superseded files are archived rather than overwritten, and nothing gets a hopeful tick. When a client's paperwork is finally whole, it says so and hands off cleanly.
Connects to: Gmail ยท Google Drive ยท HubSpot/Pipedrive/Salesforce
What it runs for you
Automations that run on a schedule or when something happens, so you don't have to lift a finger.