Handle business documents with an AI coworker
Every small business has a document graveyard: contracts, invoices, PDFs, decks, receipts, forms, statements. Duet reads them, extracts the useful fields, flags the risky parts, files them where they belong, and turns the pile into a system. No enterprise document platform required.
How Duet runs this with review rules.
Connect the places documents land
Duet watches Gmail, Google Drive, Dropbox, Notion, Slack uploads, and shared folders. It can also process one-off PDFs, scans, images, and Word docs you drop into a channel.
Extract the fields that matter
For invoices, contracts, receipts, statements, and forms, Duet extracts names, dates, amounts, renewal terms, payment terms, obligations, and owners into a table or CRM record.
Summarize and flag risk
Duet summarizes the document in plain English and flags unusual clauses, missing signatures, auto-renewals, late fees, mismatched totals, or anything that should go to a human before approval.
Rename and file with routing rules
Files get renamed with a consistent pattern and routed to the right folder or record. You stop searching for “final_final_contract_signed_v3.pdf” and start opening the client record.
Route approvals and reminders
Duet pings the right owner for approval, follows up before renewal dates, and creates tasks for documents that need signatures or missing attachments. The document becomes a workflow, not a dead file.
Build a searchable business memory
The extracted fields and summaries live in Duet memory, so future questions like “which vendors renew in June?” or “what did this client agree to?” get answered without opening a folder maze.
This job fits these roles.
Browse the persona axis to see the rest of the work each role hands off — the same job ladders into adjacent ones once Duet knows your business.
Common questions about handing this off.
Can Duet read scanned PDFs and images?
Yes. Duet can OCR scanned PDFs and images, then extract structured fields and summarize the document. Low-confidence OCR gets flagged instead of treated as truth.
Is this legal review?
No. Duet can summarize terms, flag unusual clauses, and prepare questions for counsel, but it is not a lawyer. Legal approval stays with a human.
Can it organize Google Drive?
Yes. Duet can rename files, create folders, move documents, attach them to CRM or project records, and keep a log of what changed.
What document types work best?
Contracts, invoices, receipts, bank statements, vendor forms, client briefs, onboarding docs, tax packets, PDFs, images, Word docs, and decks all work well when the fields to extract are clear.
How does Duet avoid leaking sensitive documents?
Each workspace runs on its own isolated cloud server, and document outputs stay inside that workspace unless you explicitly share or export them. You can also keep approval required before anything leaves the system.
Can it build a searchable archive from old documents?
Yes. Duet can process a folder of old documents, extract metadata, write summaries, and create an index so the archive becomes searchable business memory instead of storage clutter.
Hand document handling to Duet today.
Start with one connected workflow, then let Duet run the recurring pieces from your workspace.