From a sentence to a
running workflow.
You describe the process. Your agent sets it up and runs it on your real files. No flowchart to draw, no automation to configure, no glue code to maintain.
Describe it
Tell your agent what should happen, in plain language. "When a new client comes in, send the engagement letter for signature, then file it and notify me." No flowchart, no config screens.
The agent assembles it
Your agent maps your words to the right steps: which files to pull, who signs, where it gets filed, what to extract, and who to tell. You review before anything runs.
It runs, every time
The next client arrives and your agent runs the same sequence on your real files. Each run is scoped, permissioned, and recorded in a permanent audit log.
One sentence, six steps, every new client.
Here is a law firm's new-matter intake, described once and run end to end. Each step is a capability that ships today.
The moves your agent can string together.
Each of these is a real capability. Your agent combines them into the process you described.
Request and collect files
Send a secure link and gather documents from clients, with no account required.
Organize, rename, and route
Sort files into the right workspace and folder, named your way, every time.
Send for signature
E-signature is built in. External recipients review and sign inside Fastio.
Extract and enrich data
Pull typed fields out of documents, spreadsheets, images, and handwriting.
Share and deliver
Publish to a branded client space or a secure, expiring link.
Route approvals
Send work for internal or external sign-off before it moves forward.
Notify your team
Alert the right person in app or by email when a step needs them.
Hand off to a person
Transfer a finished workspace to a human owner when the job is done.
Import what you already have
Bring files in from your existing Drive, Dropbox, or other cloud storage.
Automated does not mean unattended.
Your agent does the work, but you decide what it can reach and what needs your sign-off.
Approvals before it leaves
Gate any step on a person's sign-off. Nothing reaches a client until you say so.
Scoped permissions
Your agent sees only the workspaces and files you grant. Nothing more.
Permanent audit log
Every action, by a person or an agent, is recorded append-only.
Human handoff, any step
Pause for review or hand the whole workspace to a person at any point.
Describe it like this.
You do not start from a blank workspace. Start by telling your agent the routine you already run by hand.
“When a new matter opens, send our engagement letter and intake forms for signature. File the signed copies in the matter folder, pull the parties, dates, and governing law into a view, and flag me to review.”
“For each new engagement, collect the company's financial statements through a secure link. Extract the entity, statement period, and beginning and ending balances into a tracker, and file each statement by client and year.”
“When a deliverable is ready, publish it to the client's branded space for approval. Once it is approved, file the final versions in the project folder and notify the team.”
Stop building automations. Start asking for them.
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