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Richard

Intake Agent

Assign a template to all active document types to activate this agent. For document types where automate review is enabled, assign a playbook and redline reviewer.
Inactive
Trigger Document uploaded
Interpret Define document type
Types
Action Identify workflow
Action Review and approval
IF review is automated Send to redline reviewer

If review is automated, AI-generated redlines are routed to the redline reviewer to action.

If no issues flagged from AI review

Review completes automatically and the document is sent to the approvers set on the template.

IF review isn't automated Send to approvers

If review isn't automated, the document will be automatically sent to approvers set on the template.

Action Upload for storage
IF document is fully signed Upload document

Uploaded into storage with "Fully signed" status.