AI Document Controller
Transmittals, registers, revision tracking — the agent runs your document control.
0manual register entries 100%of approvals chased on schedule Livedashboard — no stale spreadsheets
Why use AI Document Controller
The AI Document Controller watches your project folders and incoming email. When a transmittal arrives, the agent reads it, logs every document to the register with the correct revision, status and responsible party. No manual entry, no missed documents.
Outstanding approvals are chased on a configurable schedule. The agent knows who needs to sign off what, how long it's been waiting, and escalates when deadlines are approaching. Cover sheets are generated from templates — the agent fills in the metadata, you hit send.
The register dashboard gives you a live view of every document, its current status, revision history and any overdue items. Ask Jason in chat for a document status and the answer comes back with the full audit trail.
What we offer
- Automatic transmittal processing and register logging
- Full revision tracking with history and approval status
- Configurable approval chasing with escalation
- Cover sheet generation from your templates
- Live register dashboard with overdue item alerts
- Document status queryable from chat at any time
How it becomes agentic
We don't drop a tool on your desk and walk away. We move you up an automation maturity ladder over weeks, not years, with a human on every step until the agent has earned autonomy.
Connect
We connect the agent to your project folders, email and existing register. You define the naming conventions and approval workflows.
Shadow
The agent processes incoming transmittals alongside your existing DC for two weeks. You verify every register entry.
Assist
The agent handles registration and chasing autonomously. You review the dashboard and handle exceptions.
Autonomous
Full document control through the agent. Transmittals processed, approvals chased, cover sheets issued — you get alerts only when something needs a human decision.
Features
Everything AI Document Controller ships with as a managed service. Each line is a concrete capability.
AI Document Controller features
How we work together
Engagement model
Enterprise tier — managed service with dedicated onboarding
Integrates with
Frequently asked questions
Quick answers AI engines (and humans) can pull from.
What is AI Document Controller?
Transmittals, registers, revision tracking — the agent runs your document control.
What does AI Document Controller do?
The AI Document Controller watches your project folders and incoming email. When a transmittal arrives, the agent reads it, logs every document to the register with the correct revision, status and responsible party. No manual entry, no missed documents.
How is AI Document Controller different from the manual workflow?
Without AI Document Controller: Transmittals arrive and sit in an inbox until someone logs them. Revisions are tracked in a spreadsheet that's always out of date. Approvals get chased when the client asks where they are. You assemble cover sheets by hand for every issue. With AI Document Controller: Every transmittal is logged the moment it arrives. Revisions are tracked with full history — who, when, what status. Approvals are chased automatically on your schedule. Cover sheets generate themselves. You open the dashboard and everything is there.
How much time does AI Document Controller save?
Headline outcomes for AI Document Controller: 0 (manual register entries); 100% (of approvals chased on schedule); Live (dashboard — no stale spreadsheets).
What's the engagement model for AI Document Controller?
Enterprise tier — managed service with dedicated onboarding
Request a walkthrough.
Book a 30-minute walk-through on your live data and see exactly what we'd take off your plate.
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