ai

    AI & Automation

    AI-powered automation features

    Overview

    The AI module provides intelligent automation including document extraction, matching, and classification. Configure AI agents and workflows to automate repetitive tasks.

    Key Features

    • Quote extraction
    • Document classification
    • Automated matching
    • Workflow automation

    Features

    AI Agents

    Open

    Configure AI agents for specific tasks like quote extraction or document classification. Agents process documents automatically and surface results for review.

    Workflows

    Open

    Create automated workflows triggered by events. Chain together actions to automate complex processes.

    Related Modules

    Learn about modules that work closely with AI & Automation

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