Document Workflow Router
Replaces a $50k Operations Coordinator. Routes docs review → sign → file with audit trail.
An SMB owner spends $50k/yr on an Operations Coordinator who shepherds every contract, onboarding form, and policy ack through 3-5 hands — stamps each step, hounds late signers, files the executed PDF. The role is 100% workflow plumbing across email, e-sign, and a shared drive.
New PDF lands in the intake folder → agent OCRs it via Papermerge, classifies it (NDA / vendor MSA / W-9 / employment offer), routes to the right reviewer queue with SLA, fires Day-2 / Day-5 reminders, requests e-signature when approved, files the signed copy with version + audit metadata.
ANTHROPIC_API_KEYPAPERMERGE_BASE_URLPAPERMERGE_API_TOKENGOOGLE_DRIVE_OAUTH_REFRESH_TOKENDOCUSIGN_INTEGRATION_KEYDOCUSIGN_USER_IDSLACK_BOT_TOKENOur team deploys this exact skill for you — integrations connected, tested, live in your AWS within 48 hours.
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