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Document chase
doc-request-chase
Request and chase the documents you need from clients.
~13h / monthsms · email
Rules it starts with
- · Verify who you are talking to
- · Three reminders, then hand to a human
Tools it expects
GmailGoogle DriveXeroHubSpot
Connect them when you're ready — the agent stays in draft until you do.
Working context
Build a client onboarding agent. When a quote is accepted it creates the client in Xero and the CRM, sends the welcome pack and terms, collects the details I need, opens the job folder in Drive, and books the kickoff. It chases missing paperwork until complete and reports blockers daily.