Does it actually execute tasks or just suggest them?

It executes them. You describe the task in plain English, and the agent performs the steps across your connected apps.

How is this different from built-in Remote Retrieval AI?

Built-in AI usually stays inside the app. DoMyWork agents work across your entire stack, connecting Remote Retrieval to your CRM, email, and project tools.

Is this just another automation tool like Zapier?

Zapier requires you to build logic flows manually. DoMyWork agents understand your plain-English instructions and execute the work for you.

Can I monitor what the agent does?

Yes, you can track every action the agent takes. You can also set up alerts for specific outcomes or anomalies.

Is my data safe with DoMyWork?

Security is our priority. We use industry-standard encryption and only access the data required to complete the tasks you assign.

Can the agent connect to multiple apps at once?

Yes, the agent is designed for multi-app intelligence. It can pull data from Remote Retrieval, process it, and update multiple other apps in one flow.

AI Agent for Remote Retrieval

Pull files, extract data, and update your records automatically. DoMyWork AI agents work with Remote Retrieval and 1,500+ apps to turn raw documents into actionable business data.

Fetch the latest invoices from Remote Retrieval

Extract totals from new docs and add to Sheets

Email the parsed report to the finance team

Check for failed retrievals from yesterday

Upload extracted data to my CRM

Summarise the contents of the latest audit file

Agent for

Remote Retrieval

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your retrieved documents into finished business records

Find specific files, extract data, update spreadsheets, notify teams, and sync records across your apps.

12 invoices fetched and parsed

Catch up on every file that failed to process last week

"Look at the failed retrievals in Remote Retrieval from last week, try to re-process them, and post a summary of successful updates to Slack."

Send Message

Find all documents from a specific vendor

"Search for all documents from 'Global Supply' in Remote Retrieval and list their file names in a new Google Sheet."

Send Message

Sync missing metadata to your CRM

"Compare the files in Remote Retrieval with my HubSpot records and fill in any missing document dates."

Send Message

Clean up duplicate file entries

"Identify duplicate file names in Remote Retrieval and move the older versions to an archive folder."

Send Message

Draft a status report on document volume

"Count the documents retrieved this month by type and draft a summary email for my manager."

Send Message

Got a different task in mind? Describe it

Send Message

Extract data from a batch of research papers

"Pull the latest 10 research papers from Remote Retrieval, extract the methodology section, and add it to a summary document."

Send Message

Find specific figures in historical files

"Search for all files containing 'Q3 revenue' in Remote Retrieval and extract the table data into Excel."

Send Message

Organise files by project code

"Scan file names in Remote Retrieval for project codes and move them into their respective folders."

Send Message

Compile a list of references from documents

"Extract all cited references from the latest batch of files and save them to a Notion database."

Send Message

Highlight key findings from audit files

"Read the audit files from last week and extract the top 3 findings into a Slack message."

Send Message

Got a different task in mind? Describe it

Send Message

Match invoices to purchase orders

"Take the invoices from Remote Retrieval, match them against my open purchase orders in Xero, and flag any discrepancies."

Send Message

Extract tax data for the quarterly report

"Pull all tax documents from Remote Retrieval, extract the total tax paid, and sum it up in a Google Sheet."

Send Message

Verify vendor payment details

"Extract bank details from the latest vendor invoices in Remote Retrieval and compare them against my payment system."

Send Message

Flag overdue invoices

"Identify invoices in Remote Retrieval that are past their due date and draft a follow-up email for the vendor."

Send Message

Prepare expense summaries

"Extract expense totals from receipts in Remote Retrieval and categorise them by department in a report."

Send Message

Got a different task in mind? Describe it

Send Message

Extract customer details from support docs

"Scan the latest support documents in Remote Retrieval, pull the customer email and ticket ID, and update the Zendesk ticket."

Send Message

Find solutions from past archives

"Search for troubleshooting guides in Remote Retrieval that mention 'login error' and copy the steps to a new email draft."

Send Message

Log customer feedback from files

"Extract feedback comments from customer files in Remote Retrieval and add them to my product feedback board."

Send Message

Update ticket status from file notes

"Read the notes in the latest files in Remote Retrieval and update the corresponding ticket status in Jira."

Send Message

Notify team of urgent customer requests

"Check for 'urgent' keywords in new files in Remote Retrieval and ping the support lead in Slack."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Remote Retrieval AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Remote Retrieval 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 next steps before you even log in.

Setting up an autopilot is too easy

New file is available

Describe...

1. Sync new document metadata to your CRM

WhenNew file is available

Then

Extract the file name, date, and vendor from the document, then update the linked record in HubSpot.

Put on Autopilot

2. Route urgent files to the right team

WhenNew file is available

Then

Check if the document contains 'urgent' or 'priority' labels and route it to the operations Slack channel.

Put on Autopilot

3. Archive files based on file type

WhenNew file is available

Then

Identify the file type and move it to the appropriate project folder in Google Drive.

Put on Autopilot

4. Notify manager of large file uploads

WhenNew file is available

Then

If the file size exceeds 50MB, send an alert email to the operations manager.

Put on Autopilot

5. Daily summary of all new documents

WhenEvery day at 09:00 AM

Then

List all files added to Remote Retrieval in the last 24 hours and post a summary to Slack.

Put on Autopilot

1. Enrich research database with new findings

WhenNew file is available

Then

Extract key findings from the new document and add a row to the research database in Airtable.

Put on Autopilot

2. Flag documents containing specific topics

WhenNew file is available

Then

Scan the document for 'market trends' and tag the file in Remote Retrieval as 'Research'.

Put on Autopilot

3. Alert researchers to new industry reports

WhenNew file is available

Then

If the document is an industry report, email a link to the research team.

Put on Autopilot

4. Backup new research to cloud storage

WhenNew file is available

Then

Copy the new document to the secure research archive in Dropbox.

Put on Autopilot

5. Weekly digest of new research papers

WhenEvery Monday at 08:00 AM

Then

Compile a list of all papers added to Remote Retrieval last week and email the research lead.

Put on Autopilot

1. Process new invoices for payment

WhenNew file is available

Then

Extract the invoice amount and vendor, then create a draft payment request in Xero.

Put on Autopilot

2. Flag missing invoice information

WhenNew file is available

Then

Check if the invoice has a PO number; if missing, email the vendor for details.

Put on Autopilot

3. Update tax records from new receipts

WhenNew file is available

Then

Extract the tax amount from the receipt and add it to the monthly tax tracker in Sheets.

Put on Autopilot

4. Notify finance of high-value invoices

WhenNew file is available

Then

If the invoice exceeds $5,000, send an immediate notification to the finance director.

Put on Autopilot

5. Monthly audit of processed invoices

WhenEvery 1st of the month at 09:00 AM

Then

Summarise all invoices processed in Remote Retrieval last month and email the report.

Put on Autopilot

1. Triage support documents to agents

WhenNew file is available

Then

Identify the customer name in the document and assign the ticket to the relevant agent in Zendesk.

Put on Autopilot

2. Flag customer complaints in files

WhenNew file is available

Then

If the document indicates a complaint, alert the support manager in Slack.

Put on Autopilot

3. Update ticket status for resolved issues

WhenNew file is available

Then

If the file notes indicate a resolution, close the ticket in Jira.

Put on Autopilot

4. Auto-reply to customer document submissions

WhenNew file is available

Then

Send a confirmation email to the customer thanking them for the document.

Put on Autopilot

5. Weekly report on support document volume

WhenEvery Friday at 05:00 PM

Then

Count the support documents processed this week and email the team lead.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Remote Retrieval

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.

Vendor Onboarding Playbook

FormCollect data with form

1. Enter Vendor Details

Enter Vendor Details

Fill fields below 👇

File ID *

AI AgentExecute agent from playbook

2. Extract Vendor Info

Agent

Extract vendor name, contact, and email from {{File ID}}.

Complete in a clickSend data to 1500+ apps

3. Create CRM Record

Create ContactinHubSpot

4. Notify Operations

Send MessageinSlack

Vendor Onboarding Playbook

Extract vendor data from contracts and sync to CRM.

Clone This Playbook

Audit Compliance Playbook

Review documents for compliance markers.

Clone This Playbook

Contract Renewal Playbook

Identify renewal dates from contracts.

Clone This Playbook

Document Cleanup Playbook

Archive old files by project.

Clone This Playbook

Report Generation Playbook

Compile stats from monthly docs.

Clone This Playbook

Literature Review Playbook

Extract key citations from papers.

Clone This Playbook

Data Extraction Playbook

Pull tables from research files.

Clone This Playbook

Trend Analysis Playbook

Compare trends across docs.

Clone This Playbook

Researcher Alert Playbook

Notify team of new findings.

Clone This Playbook

Citation Check Playbook

Verify citations in research.

Clone This Playbook

Expense Approval Playbook

Review expenses for policy.

Clone This Playbook

Invoice Reconciliation Playbook

Reconcile payments to invoices.

Clone This Playbook

Tax Filing Playbook

Prepare tax data for filing.

Clone This Playbook

Budget Tracking Playbook

Update budget from invoices.

Clone This Playbook

Vendor Payment Playbook

Schedule vendor payments.

Clone This Playbook

Ticket Escalation Playbook

Escalate complex support tickets.

Clone This Playbook

Knowledge Base Update Playbook

Create KB articles from tickets.

Clone This Playbook

Customer Follow-up Playbook

Draft follow-up for tickets.

Clone This Playbook

Feedback Logging Playbook

Log feedback from support.

Clone This Playbook

SLA Alert Playbook

Alert on SLA breach.

Clone This Playbook

1500+ App Integrations

Connect Remote Retrieval + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

Freshworks CRM (Freshsales Suite)

SafetyCulture (iAuditor)

Google My Business

LearnDash

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

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

Facebook Ads Management And Insights

Lob

Forminit.com (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

Wix

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New file is available

Then

Recurring Work on autopilot

Autopilot

Document Processing

Enter document type

Extract and validate

Sync to destination

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

Remote Retrieval

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Remote Retrieval AI Agent

It is an autonomous agent that connects to your Remote Retrieval account to fetch files, extract data, and perform actions across 1,500+ apps without manual input.

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 Remote Retrieval

Turn your retrieved documents into finished business records

Catch up on every file that failed to process last week

Find all documents from a specific vendor

Sync missing metadata to your CRM

Clean up duplicate file entries

Draft a status report on document volume

Got a different task in mind? Describe it

Extract data from a batch of research papers

Find specific figures in historical files

Organise files by project code

Compile a list of references from documents

Highlight key findings from audit files

Got a different task in mind? Describe it

Match invoices to purchase orders

Extract tax data for the quarterly report

Verify vendor payment details

Flag overdue invoices

Prepare expense summaries

Got a different task in mind? Describe it

Extract customer details from support docs

Find solutions from past archives

Log customer feedback from files

Update ticket status from file notes

Notify team of urgent customer requests

Got a different task in mind? Describe it

How Does a Remote Retrieval AI Agent Work

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

1. Sync new document metadata to your CRM

2. Route urgent files to the right team

3. Archive files based on file type

4. Notify manager of large file uploads

5. Daily summary of all new documents

1. Enrich research database with new findings

2. Flag documents containing specific topics

3. Alert researchers to new industry reports

4. Backup new research to cloud storage

5. Weekly digest of new research papers

1. Process new invoices for payment

2. Flag missing invoice information

3. Update tax records from new receipts

4. Notify finance of high-value invoices

5. Monthly audit of processed invoices

1. Triage support documents to agents

2. Flag customer complaints in files

3. Update ticket status for resolved issues

4. Auto-reply to customer document submissions

5. Weekly report on support document volume

Playbooks

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

What are playbooks?

Vendor Onboarding Playbook

Audit Compliance Playbook

Contract Renewal Playbook

Document Cleanup Playbook

Report Generation Playbook

Literature Review Playbook

Data Extraction Playbook

Trend Analysis Playbook

Researcher Alert Playbook

Citation Check Playbook

Expense Approval Playbook

Invoice Reconciliation Playbook

Tax Filing Playbook

Budget Tracking Playbook

Vendor Payment Playbook

Ticket Escalation Playbook

Knowledge Base Update Playbook

Customer Follow-up Playbook

Feedback Logging Playbook

SLA Alert Playbook

Connect Remote Retrieval + 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 Remote Retrieval AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Remote Retrieval AI Agent