Document Management System for AgentUI automation
Organize, track, and control documents with no-code automation—secure storage, lightning-fast search, and automated retention rules for compliance.
Manual document workflows slow teams and increase risk
Dispersed files, inconsistent approvals, and missing retention policies create costly delays and compliance exposure. As volumes grow, manual routing and ad‑hoc processes can’t keep up.
Documents scattered across drives and inboxes
Version confusion and slow approvals stall work
No consistent retention rules or audit trail for compliance
Time lost to searching, filing, and manual naming
Limited visibility into who accessed or changed files
A ready-to-run AI agent blueprint for document control
The Document Management System is a WORKFLOW blueprint that runs only inside AgentUI. Built by Nessim Btesh, it centralizes files, automates approvals, and enforces retention—no external integrations required. Leverage AgentUI’s automation platform to deploy business process automation fast with AI agent blueprints and no-code automation. This prebuilt automation solution includes steps for intake, tagging, search, versioning, and audit-ready compliance.
Key features that drive workflow automation
Secure storage and granular access
Centralize documents with role-based permissions, encryption at rest, and detailed access logs on the AgentUI automation platform.
Instant search with smart tags
Auto-tag documents for quick retrieval; use semantic search to find the right file by keyword, owner, or lifecycle stage.
Automated retention and legal holds
Enforce automated document retention rules, apply legal holds, and purge records based on policy to reduce compliance risk.
No-code approvals and routing
Design approval paths with no-code automation; auto-assign reviewers, set SLAs, and escalate overdue steps for faster cycle times.
Version control and audit trail
Track every change with immutable versions and audit logs to simplify audits and meet regulatory requirements.
Lifecycle dashboard and alerts
Monitor document status from intake to archive with real-time dashboards, notifications, and exception handling.
Business outcomes you can measure
Cut document retrieval time and speed up decisions
Reduce compliance exposure with enforceable retention
Eliminate manual handoffs to lower operating costs
Gain full visibility and accountability across teams
Scale document volume without adding headcount
Deploy in minutes on AgentUI—no integrations needed
Practical use cases
Contract lifecycle management
Route NDAs and MSAs for review and signature, track versions, and auto-archive with retention policies.
HR onboarding and records
Collect IDs, policies, and forms, auto-tag by employee and role, and maintain audit-ready history.
Invoice and receipt archive
Centralize payables documents, standardize naming, and retain records for finance audits.
Policy and SOP governance
Publish controlled documents, manage revisions, and ensure teams always use the latest version.
Vendor compliance documents
Track certificates and attestations, notify before expiry, and enforce renewal workflows.