Find missing documents
ActaFlow compares the attachments with your checklist and prepares the email with the documents to request from the customer.
The request
Compare the attachments with the case checklist. List the missing documents and prepare an email for me to approve.
ActaFlow organises the steps of the request. Add the documents and check the data before using the result.
The workflow steps
- Upload checklist and attachmentsIndicate which documents are needed and upload the files already received from the customer.
- Read the documents receivedActaFlow reads the attachments and flags files that are hard to read or have uncertain content.
- Prepare the list of missing itemsActaFlow compares the files with the checklist and prepares an email listing the additional items to request.
- Approve the request to the clientThe contact person checks the requested documents, the recipient and the text of the email.Manager check
- Send the request with GmailActaFlow sends the approved email using the connected Gmail account with the configured permissions.
List of missing documents
The comparison follows the checklist defined by the practice for that type of matter.
Email ready for review
The draft lists the documents to be provided and the files to be resent because they are difficult to read.
Check before sending
The contact person can correct the recipient and text before sending with Gmail.
How you set up the automation
ActaFlow reads the attachments and flags files that are hard to read or have uncertain content. The contact person checks the requested documents, the recipient and the text of the email.
What you need
- Checklist of documents required by the practice
- Attachments received from the customer
- Review contact person and Gmail account for sending, if needed
Upload checklist and attachments
Indicate which documents are needed and upload the files already received from the customer.
Read the documents received
ActaFlow reads the attachments and flags files that are hard to read or have uncertain content.
Prepare the list of missing items
ActaFlow compares the files with the checklist and prepares an email listing the additional items to request.
Approve the request to the client
The contact person checks the requested documents, the recipient and the text of the email.
Send the request with Gmail
ActaFlow sends the approved email using the connected Gmail account with the configured permissions.
Describe the work. AI helps you prepare your workflow.
Loading chat…
Free demo. Use example data without confidential information.
Frequently asked questions
Can I use different checklists depending on the type of matter?
Yes. Upload the appropriate checklist and indicate which matter it relates to. The practice decides which documents are required and keeps the list up to date.
Can I prepare the email without sending it?
Yes. Simply request the list of missing items and the draft. Sending requires a connected Gmail account, the necessary permissions and the approval set out in the workflow.
How does it distinguish a document received from one still to be requested?
The comparison uses the practice's checklist and the attachments you provide. Ask for documents received, missing and to be verified to be kept separate before preparing the request to the client.
Does an attachment being present mean the matter is complete?
The contact person must check legibility, content and relevance. The presence of the file alone does not prove that the document is complete or sufficient for the matter.
Find the missing documents
Upload the checklist and the attachments received. Ask ActaFlow to prepare the email for the client.