[
AGENTS
]
Agentic automation
automate Vault workflows and enrich the data from your documents
Instruct your Agents
Agents can handle a range of tasks from data collection to workflow automation.
1
2
3
Example Data Sources:
SEC: retrieve the latest 10-Ks and 20-Fs for a list of companies
SEC: retrieve the latest Form-ADVs for a list of fund
Example Actions
supported by Agents:
Assign documents for manual review if the confidence score is below a defined threshold
Summarise the content of a document
Flag a document if the extracted data matches pre define values
