Read intake
The agent extracts goals, context, documents, contact details and open points from forms, email or attachments.
AI colleague for intake and file building
From scattered intake to a file your team can work with.
An AI colleague that brings together forms, emails, documents and client answers. Your team can immediately see what is complete, what is missing and what next step is needed.
Teams with intake, case files and client preparation
FIRST PILOT
Start with one intake flow: new client, request, advice meeting, project kick-off or onboarding.
File building gets stuck when information is spread across email, forms, attachments and separate notes.
More complete files before start
Less back-and-forth with clients
Faster handover to advisor, sales or operations
Your Company OS
One place where your systems, your team and your AI colleagues come together.
Connect
Your systems talk to each other: email, calendar, CRM and accounting. You replace nothing.
Automate
Recurring work runs by itself. You approve the important steps.
Collaborate
Your team and your AI colleagues work in the same files, with one shared memory.
TASKS YOU HAND OVER
Where you hand over work right away
Concrete tasks that return every week and are quick to measure.
Flag missing information
Per file, it becomes clear what is complete, what is missing and which question still needs to go to the client or colleague.
Prepare follow-up questions
The client receives short, concrete questions in plain language. No long list that nobody gets through.
Check documents
Attachments are organised by type, date, completeness and notable deviations.
Create a file briefing
Your team receives one overview with summary, risks, actions, owner and proposed next step.
Monitor handover
Status, missing documents and follow-up moments remain visible until the file is ready for processing.
WHY YOURCOMPANYOS
No more work stuck between your tools.
A request in your email, an appointment in WhatsApp, a figure in Excel: someone retypes it or asks about it. In Your Company OS nobody has to.
Your Company OS
Outlook
Anne-Marit
Exact
HubSpot
Agenda
Tijn
Excel
WhatsApp
Cyrill
Karel
Frits
Henk4-WEEK APPROACH
We do not build everything at once. We take one recurring workflow live.
- 01
Choose the process
Together we choose the first process: recurring, well scoped and easy to measure.
- 02
Connect your systems
Email, forms, CRM, Drive and your existing documents are connected.
- 03
Automate the steps
Together we set the rules: what runs by itself and when it goes to a human.
- 04
Collaborate, with control
You stay in control: sensitive steps ask for your approval first.
Keep reading
Where to go next.
Frequently asked questions
Quick answers to the main questions.
What does an AI colleague for intake and file building do?+
It gathers intake answers, documents and client context, checks what is missing and creates a short file briefing for your team.
Which businesses is this a fit for?+
For professional service firms, advisers, administrative offices, service businesses and B2B teams where files often start incomplete.
Can AI ask clients for information itself?+
Yes, if the rules are clear. Usually it starts with draft questions or a controlled request for information, so your team stays in control.
Peter van de Groep
Commercial contact at Your Company OS
YOUR CONTACT
Which workflow costs your team too much time every week?
Book an intake. Together we choose the first process and make clear what it delivers for you.