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Document Manager

Auto-files documents by type and date daily, applies OCR to invoice scans, enables full-text search across document archive, alerts on expiring documents (permits, certifications).

Business function
Administration
Cadence
Daily

What this agent does

Auto-files documents by type and date daily, applies OCR to invoice scans, enables full-text search across document archive, alerts on expiring documents (permits, certifications).

How to activate it

Document Manager is part of the S.C.A.L.A. fleet of autonomous agents. You activate it straight from your dashboard: pick the agent, set its tone and autonomy rules, and it goes live on WhatsApp, email and web. No technical setup — the agent has persistent memory and uses your connected tools (calendar, CRM, payments) to take action, not just answer.

  1. 1Activate Document Manager from your S.C.A.L.A. dashboard.
  2. 2Connect your tools (WhatsApp, email, calendar, CRM).
  3. 3Set the autonomy level and let it run 24/7.

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