AI Agent for PDFBolt

"Check the 'Unprocessed' folder in PDFBolt, extract the vendor name, date, and total from each invoice, and add them to my 'Expenses' sheet in Google Sheets. Post a summary to Slack when finished."

"Find all project files in the 'Drafts' folder, merge them by project ID, and save the final versions to the 'Final' folder."

"Take the monthly department report PDF, split it into separate files for each team, and upload them to their respective folders."

"Scan the 'Documents' folder for duplicate PDFs, identify the oldest versions, and move them to the 'Archive' folder."

"Read the content of all files in the 'Pending' folder, rename them to match our 'YYYY-MM-DD-ClientName' format, and update the metadata."

"Extract the PO number from the new invoices in PDFBolt and check if they match the open POs in my accounting software."

"Pull all receipts from the 'Receipts' folder, extract the total amounts and dates, and build a summary table in Google Sheets."

"Read the invoice totals from the new PDFBolt files and alert me in Slack if any total exceeds $5,000."

"Collect all tax-related PDFs from the 'Financials' folder and merge them into a single document for my accountant."

"Check the vendor name on new contracts against our approved vendor list in HubSpot and flag any mismatches."

"Scan the 'Signed' folder for contracts, check if the signature field is populated, and update the status in our legal tracker."

"Read the client name and case number from the PDF headers in the 'Inbox' and move them into the correct client folders."

"Extract the expiration date from all contracts in the 'Legal' folder and list the ones expiring within 30 days."

"Find all documents containing 'SSN' or 'Bank Account', redact the sensitive data, and save as new files."

"Take the 'v1' and 'v2' versions of the contract, extract the text, and highlight the differences in a new document."

"Extract the personal details from the new hire's tax forms and employment contracts in PDFBolt and add them to our HR system."

"Read the certification name and expiry date from the PDFs in the 'Certifications' folder and update the employee record."

"Extract the job title from the resumes in the 'Applications' folder and move them into the corresponding job folders."

"Take the offer letter template, fill in the candidate's name, salary, and start date from the 'Hiring' sheet, and save as a PDF."

"Check which employees are missing their signed handbook, and send a friendly reminder email to each one."