Operations
Document Intelligence Agent
Reads long, scanned, unstructured agreements and answers specific questions against them — with every finding cited back to the page it came from.
Sample workflow. Bayline Logistics has a scanned, 64-page master services agreement with Ridgeway Freight Partners, with no text layer. The agent reads all 64 pages in 47 seconds. Asked what the termination rights are if Ridgeway misses delivery windows, it answers in three parts, each citing its source: you can terminate for cause on 30 days' written notice if Ridgeway misses agreed delivery windows on more than 5% of loads in any rolling 90-day period (section 12.3, page 41); you must first send a written notice of default and allow a 15-day cure period (section 12.4, page 42); and terminating does not cancel payment owed for loads already delivered (section 14.1, page 47). The answer is saved to the contract file and shared with Anna Clark, Operations Director.
- Contract repository
- Page citations
- Clause index
Every answer cites the page it came from.
No text layer
reads scanned agreements invisible to search tools
Page-level
every finding cited back to its page
Reported
surfaced to a person; the agent never overrides
Tools: Your document repository · Contracts, POs, lease agreements, fee schedules
Most of what governs a business sits in documents nobody can search. Contracts, lease agreements, exhibits, fee schedules, service POs, amendments — scanned years ago, filed by vendor, with no text layer and no index. When a question comes up that those documents answer, someone opens them and reads. This agent does that reading.
What It Does
You point it at a document and ask a specific question — what does this agreement say the monthly charge should be, which party is liable for this cost, what notice period applies, does this invoice match what was agreed. It locates the answer, reports it with the page it came from, and flags anything adjacent that changes how the answer should be read.
The capability is easiest to see in a real example. Asked to verify a maintenance invoice against its governing agreement, the agent went into a long scanned lease agreement with no extractable text, located the specific charge figure printed inside a schedule of maintenance charges, compared it to the invoice amount, and reported the variance. That is a finding a person gets only by reading the entire document, and only if they know to look for it.
Paired with the AP Invoice Agent, this is what performs the contract-and-PO comparison on every incoming invoice. It also runs standalone against a contract repository.
What It Needs
- A location where the relevant documents live, organized so the right one can be found for a given vendor or matter — a folder structure per vendor is enough; a contract-management system is not required.
- The questions you actually need answered, stated as questions. This is where the accuracy comes from.
- A handful of documents with known answers, so results can be verified before anything depends on them.
What the Output Looks Like
For each document and question, you get the answer, the page it was found on, and the surrounding text that supports it — so the finding can be checked in seconds rather than taken on faith. Where the agent compares two documents, matches and variances are listed side by side. Variances are reported to a person, never enforced, and never used to auto-approve or auto-reject. Where it cannot find an answer, it says so instead of producing a plausible one. Where a document exceeds what can be read reliably in one pass, we say so and scope the handling rather than assume it worked.