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DOCUMENTATION
Automate document management
We manage the full cycle of every document, from capture to versioned filing, so you find what you need without digging through folders by hand.
Automate document management
Automating document management in documentation is deployed over your current systems and flows, with human supervision and traceability. Before automating we define which task, which exceptions and what outcome is acceptable.
We work from Barcelona and Madrid and remotely across Spain, Europe, LATAM and the United States. The agent is designed for your real process, not the other way round: integrations, permissions and milestone control.
We hand over the agent, its configurations, repositories and documentation in accounts owned by your company, without lock-in and with the ability to audit or rotate credentials.
We manage the full cycle of every document, from capture to versioned filing, so you find what you need without digging through folders by hand.
THE CHALLENGE
document management in documentation
Leaving document management in documentation to a person is slow and leaves room for error; automating it without governance is a risk. The sweet spot is an agent with rules, exceptions and control.
Duplicated documents in folders
The same contract or report exists in several folders with different versions. Nobody knows which copy is current and people work on outdated versions.
Slow manual classification
Each document is filed according to the judgement of the moment and time is lost searching. Missing metadata prevents quickly locating a file.
Versions without change control
There is no record of who changed a document or when. Revisions overwrite each other and the change history is lost for audits.
APPROACH
document management in documentation
An agent with rules, exceptions and milestone control.
Capture and metadata extraction
Each incoming document is indexed with type, date and sender through automatic extraction. The system proposes the classification and a person confirms it.
Filing by business rules
Rules define where each document type is stored and who can see it. Location exceptions are flagged for review by the owner.
Supervised version control
Each change generates a new version with author and date, keeping the history. Publishing a final version requires human approval.
Traceable search and retention
Search locates documents by metadata and content, and retention applies legal deadlines. Every query and deletion is logged for audit.
DELIVERABLES
document management in documentation
An operational, traceable agent under your control.
Indexed document repository
A single archive with automatically extracted metadata to locate any file.
Filing rules by type
Written location and permission criteria applied consistently to each document.
Complete version history
Record of authors, dates and changes for each document with final-version approval.
Applied retention policy
Retention and deletion deadlines configured according to legal and business requirements.
TRUST
AI applied to real processes with supervision
AI agents with human supervision, traceability and milestone control since 2008, in Barcelona and Madrid and remote. Code and documentation under your control, without lock-in.
- A clear task and success criteria before automating.
- Human supervision with milestone and exception control.
- A measurable first release before expanding scope.
- Code, configurations and documentation under your control.
FAQ
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