Flagship
Intake → route → register: rule-based approvals with overdue escalation.
AI roles · Back-office · AI role
AI role
Document Flow Agent
An AI role for document routing, approval statuses, registers, and freshness control — order in paper and digital flow. Legal sign-off stays human.
Who it's for
COO, office managers, admin/compliance with mixed document flow.
Pilot
€500 · 2 weeks · 1 AI role.
Key capabilities
Keeps document flow moving — humans approve legally binding decisions.
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Approval routes Rules-based routing.
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Statuses Single status per document.
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Escalations Overdue to owner.
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Registers Current lists and archive.
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Audit trail Action chronology for review.
Boundaries (human-in-the-loop)
- The agent does not make final decisions instead of the owner
- Critical or non-standard cases stay with a human
- Low confidence or signal quality is flagged for manual review
- AI prepares drafts — the human owns the outcome and accountability
- Legally binding sign-off — human only
Integrations for document flow
Works with DMS/ECM and email — does not replace legal counsel.
Google Drive / SharePoint
DocuSign
Email
ERP
Notion
REST API