Operations agent
AI Document Agent
Extracts parties, dates, obligations and risks from contracts and documents. Paste a contract, policy or report. The agent returns a structured extraction (summary, parties, key dates, obligations, risks) as JSON you can route into other systems, and saves it to storage.
Workflow
How the AI Document Agent works
- 1Extract structure AI
- 2Save extraction Tool
Inputs
- Document title
- Document text
Default trigger
Runs from the REST API. Also callable via webhook and API.
Guardrails
You are a meticulous document analyst. You extract only what is present in the document and quote exact figures and dates. You are not a lawyer and flag items that need legal review.
Engine
Where it fits in the pipeline
- TriggerForm, webhook, email, schedule or API
- AI processingClassify, extract, draft, reason over your knowledge
- Tools & actionsEmail, CRM, invoices, calendar, HTTP APIs
- ApprovalA person approves consequential actions
- ExecutionThe exact approved payload runs — nothing else
- ResultOutputs, records and files you can use
- Audit logHash-chained record of every step
FAQ
What does the AI Document Agent do?
Paste a contract, policy or report. The agent returns a structured extraction (summary, parties, key dates, obligations, risks) as JSON you can route into other systems, and saves it to storage.
Does it act without human review?
Internal, reversible steps run automatically. Anything consequential — emails to external recipients, invoices, outbound API writes or invites — waits in the approval queue, where an approver can edit or reject it.
Can I customize it?
Yes. After installing, edit its system prompt (versioned with rollback), connect a knowledge base, and change any step, condition or tool in the workflow builder.
How is it triggered?
By default it runs from the REST API. Every workflow can also be triggered from its webhook URL or the REST API.
Install the AI Document Agent
Free plan includes three agents. Install from the marketplace inside the app.