What Can You Do With This Automation?
Hand every uploaded file to an agent that understands it and acts on it:
Deep reading: The agent parses contracts, briefs, invoices, or reports and grasps the substance, not just the keywords.
Key-detail extraction: It pulls dates, amounts, owners, risks, or requirements into structured fields you can use downstream.
Decision and routing: Using reasoning across 15+ frontier models, it decides what should happen next and assigns it to the right person.
Task creation: It spins up the correct follow-up task in your workspace, complete with context, so nothing slips between the file and the work.
Use Cases For Document Analysis to Action
Read inbound contracts, flag risky clauses, and create a legal review task with the highlights attached.
Process invoices by extracting totals and due dates, then queue an approval task automatically.
Turn a client brief into a structured project with tasks for each deliverable.
Scan research PDFs, summarize the findings, and create action items for the team.
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose a template or start from scratch.
Click "➕Add Trigger" and define the conditions.
Click "➕Add Action" and define the conditions.
Enable the toggle in the top-right corner to activate the automation.