SETU-049

Document Intake & Routing Agent

Operations & Procurement

The Problem

Documents arrive in email and get lost

Business Outcome

Classifies and routes documents

Core Capabilities

Doc classificationextractionrouting

Tool Requirements

Required

EmailDriveLLM

Optional

ERPCRM

Governance

🛡

Guarded Autonomy

Low-risk actions run automatically. High-risk actions require approval.

✓Sandbox validation required before production

✓Full audit log for every action

✓Kill switch available at any time

✓No file deletion or external sends without approval

Best Fit

Buyer: Ops Lead

ICP: Document-heavy businesses

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Specs

Tier

Tier 2 · Packaged Offer

Complexity

growth

Default Mode

Guarded Autonomy

Sales Confidence

high

Indicative Pricing

Setup $5k–$25k; $2k–$8k/mo

Final pricing confirmed after Workflow Audit. Not a commitment.

Deployment Lifecycle

Blueprint

Sandbox

Approval-Based Pilot

Managed Production