AI agents for document processing
Document work is where headcount quietly accumulates. The volume is high, the rules are real, and the exceptions are the entire job.
What breaks today
Documents arrive in every format from every direction: email attachments, portals, scans, and shared drives.
Extraction is only half the work. Deciding what to do with a nonstandard clause or a mismatched line item is the other half.
Every rejected document restarts a manual chase that nobody tracks.
Audit trails get reconstructed after the fact, which is the worst time to build them.
The agent team we deploy
Each agent does one job well. The AI Manager routes the work between them and loads the right context from your company brain on every task.
Intake agent
Collects documents from every channel, identifies type, and normalizes them into one queue with a consistent record.
Extraction agent
Pulls the fields that matter and cites the exact location in the source document for each one, so a reviewer verifies in seconds.
Exception agent
Compares against your standard terms and tolerances, flags what deviates, and routes it to the owner of that decision with the deviation highlighted.
Drafting agent
Produces proposals, responses, and standard paperwork from approved language, never from improvised text.
Chase agent
Follows up on missing signatures, missing pages, and unanswered questions until the document is complete.
What goes into the company brain
The company brain is the grounded knowledge layer the agents read from. It runs on open infrastructure that you own outright.
- Your standard terms, tolerances, and fallback positions.
- Approved clause and template language, versioned.
- Who approves what, at what value, in what jurisdiction.
- Historical decisions on similar deviations, so precedent is visible.
How output gets scored
The AI Judge reviews work before it leaves the system. The Improvement Manager turns every rejection into a rule or a test.
- Extracted values are checked against the source text and against the connected system of record.
- Low-confidence extractions never post automatically. They queue for review with the reason attached.
- Every automated action writes an audit entry with the evidence used, which makes review and compliance work possible after the fact.
How the rollout runs
- Start with one document type and one downstream system.
- Run in shadow mode against live volume until accuracy is measured, not assumed.
- Move to automatic posting only for the confidence band that has earned it.
Everything starts with the two-week AI-First Scan. From there, a single agent pilot runs $15,000 to build with $2,500 per month to operate. Full pricing is on the pricing page.
You keep your existing CRM, ERP, email, and ticketing. We build the agent layer on top of them, and we run it. See how a Cloudify agent system works for the full architecture, or browse the other workflow categories.
Bring us one painful workflow. We'll make it AI-first.
Two-week AI-First Scan. A ranked opportunity map. A deployed system your team does not have to babysit.