A case file that completes itself
- Problem
- Staff spent their days chasing clients for contracts, repair orders and photos, one text at a time.
- What I built
- An agent that takes each file from first request to complete: it asks, collects, checks each document and follows up, in English or Spanish.
- Result
- Staff step in only for flagged exceptions. Records, messages and documents stay in sync across HubSpot, Gmail and Google Drive.
