Document requests are buried in threads.
Use case
Client Document Collection
Teams repeatedly chase the same files across email and chat threads.
Why status quo fails
Manual coordination cannot create reliable control.
Teams ask for the same file repeatedly.
Client status is unclear without manual checking.
Received files are not tied to a workflow stage.
Automation model
The workflow becomes a controlled sequence.
Create request lists, reminders, status tracking, owner visibility, and completion trails.
Request created
Checklist sent
Reminder scheduled
File received
Status updated
Owner notified
Core features
What the system needs to do.
Document checklist
Client reminders
Status dashboard
Owner assignment
Completion trail
Connected tools
Tools that can participate in the flow.
GmailOutlookWhatsAppGoogle DriveMicrosoft 365Custom portal
Expected outcome
Fewer follow-ups and cleaner client accountability.
Implementation
List recurring documents
Implementation
Define owners and due dates
Implementation
Build request and reminder flow
Implementation
Test client-facing messages
Next action
Fix Document Collection
Tell us where this workflow currently breaks. We will map the automation model and the first build path.