1
A new document comes in
When a new file, email attachment, upload, or signed document arrives in the connected system, the automation starts.
Back to Hire An Agent
Office of Agents
Mira — Documents Agent
Mira reads, extracts, summarizes, files, and logs business documents. Your team reviews. Nobody processes every file by hand.
Precise. Detail-obsessed. She can extract the three things that matter from a hundred-page contract in minutes.
How It Works
Mira helps your team process business documents faster. It reviews each new file or attachment, identifies what kind of document it is, extracts the important details, sends the right person a review notice, files the document in the right place, updates your tracking system, and records what happened.
It does not delete or overwrite original documents unless you have approved that setup in writing. Your team stays in control.
2
The document is prepared for review
The system reads the file name, file type, source folder, sender or owner, related client record, and available document details.
3
Your business rules are checked
The system checks your document types, required fields, filing rules, team owners, sensitive topics, approval rules, and retention rules.
4
The document is sorted
The document is placed into one clear category, such as contract, quote, proposal, invoice, receipt, report, meeting notes, onboarding document, legal document, HR document, or needs human review.
5
The important details are extracted
The system pulls the agreed fields from the document, such as client name, amount, due date, contract date, document type, project name, vendor, or required action.
6
The extracted details are checked
The system checks whether required fields are missing, unclear, low-confidence, or sensitive. Documents that need review are routed to the right person.
7
The right person is notified
The assigned team member receives a review message in your chosen channel, such as Slack, Teams, email, Notion, or a task system. The message includes the document summary, category, priority, and recommended next step.
8
The document is filed
The system stores or copies the document according to your approved filing rules. The original document is preserved.
9
Your tracking system is updated
The system creates the agreed record in your CRM, sheet, database, project system, or document tracker. This may be a note, task, log row, document record, or status update, depending on your setup.
10
The run is logged
Every document gets a tracking ID. The system records the document type, extracted fields, confidence score, assigned owner, review status, file location, tracking records created, and final result.
What Your Team Controls
- Which document sources are watched
- Which document types are processed
- Which fields are extracted
- Which documents require review
- Where documents are filed
- Which systems are updated
- Who receives exceptions
- Whether any destructive file action is ever allowed
What We Need From You
- Your file storage system
- Your document sources
- Your CRM or tracking system
- Your review channel
- Your logging destination
- Your document type list
- Your required extraction fields
- Your filing rules
- Your team owner list
- Your sensitive document rules
- Your retention rules
Safety Rules
By default, Mira — Documents Agent does not:
- Delete original documents
- Overwrite files
- Treat low-confidence extraction as final
- Send contracts or signature documents without review
- Make legal, billing, or contract decisions
- Ignore sensitive documents
- Use hidden passwords or secret keys
- Take action without logging it
The Result
Your team gets a clear system for handling documents. Files are sorted, extracted, routed, filed, updated, and logged the same way every time. Your people still review important documents, but they no longer have to process every file by hand.