Interactive preview
Document Agent
Turn reviewed document information into actionable work.
01 / The work
How it can help
- Organise key fields and due dates
- Compare supplied information
- Prepare tasks with source references
Try asking: “Help my team organise key fields and due dates, and show what needs human review.”
02 / The connections
Fit into your existing systems
The right integration depends on the system version, available APIs and permissions agreed with its owner.
Start with the minimum access needed. Review each proposed write or communication before enabling it.
03 / The workflow
Follow one request through the process
Open a stage to see the information, responsibility and control point.
01Choose a document
Input: the information confirmed in the previous stage.
Action: Choose a document for this Document Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
02Review its text
Input: the information confirmed in the previous stage.
Action: Review its text for this Document Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
03Confirm extracted fields
Input: the information confirmed in the previous stage.
Action: Confirm extracted fields for this Document Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
04Identify a next step
Input: the information confirmed in the previous stage.
Action: Identify a next step for this Document Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
05Approve a task
Input: the information confirmed in the previous stage.
Action: Approve a task for this Document Agent example.
Control: the responsible person checks the evidence; incomplete or conflicting information goes back for review.
Output: a reviewed hand-off. Nothing is sent to a business system by this public example.
Your next step
Make this relevant to your team.
Your enquiry will include Document Agent automatically.