Does the DocuMocu agent actually execute work?

Yes. Unlike copilots that only suggest actions, our agent executes the work across your connected apps, moving files, updating records, and sending notifications.

How is this different from native DocuMocu AI?

Native AI often stays within the document interface. Our agent works across your entire app stack, connecting DocuMocu to your CRM, Slack, and spreadsheets.

How does this compare to Zapier or Make?

Zapier requires you to build logical flows. With DoMyWork, you simply describe the task in plain English and the agent figures out the steps to execute it.

Does the agent monitor my files 24/7?

Yes. You can set up autopilot jobs that watch your DocuMocu folders and act the moment a new file arrives, without you needing to check or trigger them manually.

Is my document data safe?

We prioritise security. Your data is processed only to execute the tasks you define, and we never use your private business documents to train our models.

Can the agent connect DocuMocu to multiple apps?

Absolutely. You can instruct the agent to pull data from DocuMocu, process it, and then send it to multiple destinations like Google Sheets, Slack, and your CRM simultaneously.

AI Agent for DocuMocu

Extract, classify, and route your document data automatically. DoMyWork AI agents work with DocuMocu and 1,500+ apps to turn static files into active business progress.

Extract invoice totals from the last 20 PDFs in DocuMocu

Find all contracts expiring this month and email the owners

Move all signed NDAs to the secure folder in Google Drive

Summarise the key terms of the latest service agreement

Check for missing signatures in pending documents

Update the client CRM status based on document content

Agent for

DocuMocu

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your document backlog into completed business actions

Extract data from files, update your CRM, route agreements, and notify your team.

20 invoices processed for accounting

Process the pile of pending invoices from last week

"Check the 'Pending' folder in DocuMocu, extract the vendor name and total from each invoice, add them as rows in Google Sheets, and notify the finance team in Slack."

Send Message

Find and move all signed documents to the right folder

"Scan DocuMocu for all documents marked 'Signed', identify the client name, and move them to the corresponding client folder in Google Drive."

Send Message

Clean up duplicate document entries in your system

"Compare the document list in DocuMocu against your CRM records and flag any duplicates for deletion."

Send Message

Extract meeting notes from uploaded transcripts

"Find the latest meeting transcripts in DocuMocu, pull out action items, and create tasks in Trello for each one."

Send Message

Update inventory records from shipping documents

"Read the shipping manifests in DocuMocu and update the stock levels in your inventory spreadsheet."

Send Message

Got a different task in mind? Describe it

Send Message

Identify high-risk clauses in new agreements

"Scan the latest contracts in DocuMocu for 'Indemnity' clauses, check if they meet standard policy, and flag any that deviate."

Send Message

Prepare a summary of all active NDAs

"List all active NDAs in DocuMocu, extract the counterparty name and expiry date, and generate a summary report in a Google Doc."

Send Message

Check for missing signatures on legal filings

"Review the 'Filings' folder in DocuMocu and list all documents missing a signature."

Send Message

Notify legal team of upcoming contract renewals

"Find contracts expiring in the next 30 days and send a summary email to the legal team."

Send Message

Archive completed legal cases

"Move all documents tagged 'Case Closed' to the long-term archive folder in Dropbox."

Send Message

Got a different task in mind? Describe it

Send Message

Onboard new hires from uploaded paperwork

"Extract candidate details from the signed offer letters in DocuMocu and create a new employee profile in your HRIS."

Send Message

Verify document completion for new employees

"Check the new hire folder in DocuMocu for tax forms and identification, and notify HR if any are missing."

Send Message

Update employee records with training certificates

"Scan uploaded certificates in DocuMocu, extract the employee name and course title, and update their record in your HR system."

Send Message

Organise performance review documents

"Collect all performance review forms from DocuMocu and group them by department in a shared folder."

Send Message

Flag expired certifications for renewal

"Read the certification documents in DocuMocu and alert HR for any expiring in the next 60 days."

Send Message

Got a different task in mind? Describe it

Send Message

Reconcile expense reports with bank statements

"Match the expense receipts in DocuMocu against the transactions in your accounting software and flag discrepancies."

Send Message

Extract tax data from annual reports

"Pull the tax ID and total liability from the annual reports in DocuMocu and update your tax tracker spreadsheet."

Send Message

Follow up on overdue invoice payments

"Identify unpaid invoices in DocuMocu that are past due and draft a polite reminder email for each client."

Send Message

Categorise bank statements for audit

"Read the bank statements in DocuMocu, categorise each transaction by type, and update your financial dashboard."

Send Message

Log payroll changes from signed forms

"Extract salary changes from the signed payroll forms in DocuMocu and update the payroll spreadsheet."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a DocuMocu AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try DocuMocu AI Agent

🛸 Autopilot

Act on your documents the moment they arrive — with agents on autopilot

The agents work across your apps 24/7.

They catch new files, extract the data you need, and trigger the right next steps automatically.

Setting up an autopilot is too easy

New document is uploaded in DocuMocu

Describe...

1. Route new invoices to the right project folder

WhenNew document is uploaded in DocuMocu

Then

Read the document, identify the project name, and move the file to the corresponding folder in Google Drive.

Put on Autopilot

2. Alert the team when a priority contract arrives

WhenNew document is uploaded in DocuMocu

Then

Analyse the document, check if it contains 'Urgent' or 'Priority' terms, and post an alert to Slack.

Put on Autopilot

3. Auto-log new receipts to your expense tracker

WhenNew document is uploaded in DocuMocu

Then

Extract the merchant, date, and amount from the receipt and add a row to your expense spreadsheet.

Put on Autopilot

4. Weekly summary of new document uploads

WhenEvery Monday at 09:00 AM

Then

Summarise all documents uploaded to DocuMocu in the last week and email the report to the operations manager.

Put on Autopilot

5. Validate data accuracy on new forms

WhenNew document is uploaded in DocuMocu

Then

Check if the document contains all required fields, and flag it in the system if information is missing.

Put on Autopilot

1. Flag non-standard clauses in incoming contracts

WhenNew document is uploaded in DocuMocu

Then

Read the contract, compare key clauses against your standard template, and flag any deviations to the legal team.

Put on Autopilot

2. Notify team of new NDA signatures

WhenNew document is uploaded in DocuMocu

Then

Detect when an NDA is signed, extract the counterparty, and update the master NDA tracker.

Put on Autopilot

3. Auto-archive closed legal cases

WhenDocument is updated in DocuMocu

Then

Check if the document status changed to 'Closed', then move it to the archive folder.

Put on Autopilot

4. Daily digest of new legal filings

WhenEvery day at 08:00 AM

Then

Collate all new filings from the last 24 hours and post a summary to the legal Slack channel.

Put on Autopilot

5. Verify counterparty details on new agreements

WhenNew document is uploaded in DocuMocu

Then

Extract the counterparty info and cross-reference it with your CRM to ensure the record is up to date.

Put on Autopilot

1. Process new hire tax forms instantly

WhenNew document is uploaded in DocuMocu

Then

Extract the employee's tax details and update their profile in your HR system.

Put on Autopilot

2. Alert HR to missing onboarding paperwork

WhenNew document is uploaded in DocuMocu

Then

Check if the new hire has uploaded all required documents, and send a reminder if anything is missing.

Put on Autopilot

3. Update employee records with new certifications

WhenNew document is uploaded in DocuMocu

Then

Extract the certification name and date, then update the employee's training record.

Put on Autopilot

4. Monthly report on expiring certifications

WhenEvery 1st of the month at 09:00 AM

Then

Find all certifications expiring within 60 days and email a list to the HR team.

Put on Autopilot

5. Route performance reviews to managers

WhenNew document is uploaded in DocuMocu

Then

Identify the employee's manager from the document and email the review file directly to them.

Put on Autopilot

1. Reconcile new expense receipts automatically

WhenNew document is uploaded in DocuMocu

Then

Match the receipt amount against pending transactions in your accounting software.

Put on Autopilot

2. Flag high-value invoices for approval

WhenNew document is uploaded in DocuMocu

Then

Extract the invoice total and send a notification to the finance manager if it exceeds $5,000.

Put on Autopilot

3. Auto-update tax liability from new filings

WhenNew document is uploaded in DocuMocu

Then

Extract the tax liability amount and update your tax spreadsheet.

Put on Autopilot

4. Weekly summary of unpaid invoices

WhenEvery Monday at 10:00 AM

Then

Find all unpaid invoices in the system and send a summary email to the finance team.

Put on Autopilot

5. Categorise bank statements as they arrive

WhenNew document is uploaded in DocuMocu

Then

Read the statement, categorise each transaction by department, and update the budget tracker.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

DocuMocu

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Invoice Processing Playbook

FormCollect data with form

1. Enter Invoice Details

Enter Invoice Details

Fill fields below 👇

Invoice Link *

AI AgentExecute agent from playbook

2. Extract Invoice Data

Agent

Extract vendor, date, and total from {{Invoice Link}}.

Complete in a clickSend data to 1500+ apps

3. Add to Sheets

Add RowinGoogle Sheets

4. Notify Finance

Send MessageinSlack

Invoice Processing Playbook

Extract data from invoices and sync with your accounting system.

Clone This Playbook

Contract Routing Playbook

Route contracts to the right department based on content.

Clone This Playbook

Document Cleanup Playbook

Identify and archive old documents.

Clone This Playbook

Meeting Note Extraction Playbook

Pull action items from meeting notes.

Clone This Playbook

Inventory Update Playbook

Update stock levels from shipping documents.

Clone This Playbook

Contract Review Playbook

Screen contracts for standard terms.

Clone This Playbook

NDA Summary Playbook

Summarise NDAs for quick reference.

Clone This Playbook

Signature Audit Playbook

Check for missing signatures.

Clone This Playbook

Renewal Alert Playbook

Find upcoming renewals.

Clone This Playbook

Archive Case Playbook

Archive closed legal cases.

Clone This Playbook

New Hire Onboarding Playbook

Create employee profile from docs.

Clone This Playbook

Paperwork Verification Playbook

Check new hire docs.

Clone This Playbook

Cert Update Playbook

Update training records.

Clone This Playbook

Review Organiser Playbook

Group review forms.

Clone This Playbook

Expiry Alert Playbook

Alert HR to expiring certs.

Clone This Playbook

Expense Reconciliation Playbook

Match receipts to bank data.

Clone This Playbook

Tax Data Extraction Playbook

Extract tax info from reports.

Clone This Playbook

Payment Reminder Playbook

Send invoice reminders.

Clone This Playbook

Statement Categorisation Playbook

Categorise bank statements.

Clone This Playbook

Payroll Update Playbook

Update payroll from forms.

Clone This Playbook

1500+ App Integrations

Connect DocuMocu + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Swipe Pages

Manychat

Freshworks CRM (Freshsales Suite)

Click Funnels

Tally

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Ora

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Adobe Commerce (Magento)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

You Need A Budget (YNAB)

Accredible Credential

Wix

Cisco Webex (Meetings)

Box

GREEN-API (In Review)

Clio Grow

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

ReachStream Email Verifier

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New document is uploaded in DocuMocu

Then

Recurring Work on autopilot

Autopilot

Contract Review

Enter document ID

Extract and analyse

Update CRM record

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

DocuMocu

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About DocuMocu AI Agent

An AI agent for DocuMocu is a tool that connects to your documents and other apps to execute tasks automatically, such as data extraction, file routing, and CRM updates.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for DocuMocu

Turn your document backlog into completed business actions

Process the pile of pending invoices from last week

Find and move all signed documents to the right folder

Clean up duplicate document entries in your system

Extract meeting notes from uploaded transcripts

Update inventory records from shipping documents

Got a different task in mind? Describe it

Identify high-risk clauses in new agreements

Prepare a summary of all active NDAs

Check for missing signatures on legal filings

Notify legal team of upcoming contract renewals

Archive completed legal cases

Got a different task in mind? Describe it

Onboard new hires from uploaded paperwork

Verify document completion for new employees

Update employee records with training certificates

Organise performance review documents

Flag expired certifications for renewal

Got a different task in mind? Describe it

Reconcile expense reports with bank statements

Extract tax data from annual reports

Follow up on overdue invoice payments

Categorise bank statements for audit

Log payroll changes from signed forms

Got a different task in mind? Describe it

How Does a DocuMocu AI Agent Work

Act on your documents the moment they arrive — with agents on autopilot

1. Route new invoices to the right project folder

2. Alert the team when a priority contract arrives

3. Auto-log new receipts to your expense tracker

4. Weekly summary of new document uploads

5. Validate data accuracy on new forms

1. Flag non-standard clauses in incoming contracts

2. Notify team of new NDA signatures

3. Auto-archive closed legal cases

4. Daily digest of new legal filings

5. Verify counterparty details on new agreements

1. Process new hire tax forms instantly

2. Alert HR to missing onboarding paperwork

3. Update employee records with new certifications

4. Monthly report on expiring certifications

5. Route performance reviews to managers

1. Reconcile new expense receipts automatically

2. Flag high-value invoices for approval

3. Auto-update tax liability from new filings

4. Weekly summary of unpaid invoices

5. Categorise bank statements as they arrive

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Invoice Processing Playbook

Contract Routing Playbook

Document Cleanup Playbook

Meeting Note Extraction Playbook

Inventory Update Playbook

Contract Review Playbook

NDA Summary Playbook

Signature Audit Playbook

Renewal Alert Playbook

Archive Case Playbook

New Hire Onboarding Playbook

Paperwork Verification Playbook

Cert Update Playbook

Review Organiser Playbook

Expiry Alert Playbook

Expense Reconciliation Playbook

Tax Data Extraction Playbook

Payment Reminder Playbook

Statement Categorisation Playbook

Payroll Update Playbook

Connect DocuMocu + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About DocuMocu AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About DocuMocu AI Agent