AgentDepot → Aisle 04 · Operations → document-flow-router
63
Available on request

Document Workflow Router

Replaces a $50k Operations Coordinator. Routes docs review → sign → file with audit trail.

The Problem

An SMB owner spends $50k/yr on an Operations Coordinator who shepherds every contract, onboarding form, and policy ack through 3-5 hands — stamps each step, hounds late signers, files the executed PDF. The role is 100% workflow plumbing across email, e-sign, and a shared drive.

The Outcome

New PDF lands in the intake folder → agent OCRs it via Papermerge, classifies it (NDA / vendor MSA / W-9 / employment offer), routes to the right reviewer queue with SLA, fires Day-2 / Day-5 reminders, requests e-signature when approved, files the signed copy with version + audit metadata.

Day in the Life
1.
Mon 9:00am: scans intake folder, OCRs 4 new PDFs via Papermerge, classifies + routes (NDA→legal, W-9→bookkeeper, MSA→owner)
2.
Day-2 9:00am: any doc still in 'awaiting review' → Slack DM to assignee with link + 'reply yes/no in thread'
3.
On approval: drops the PDF into the e-sign queue, files the executed copy in /contracts/{vendor}/{year}/, logs reviewer + signer + timestamps in a ledger row
▶Technical specs
Runtime
python
Pattern
api-shim
Tier
medium
Setup Time
hours
Integrations
one-clickmanual setup
PapermergeGoogle DriveDropboxDocuSignDropbox Sign (HelloSign)Slack
Additional Credentials
ANTHROPIC_API_KEYPAPERMERGE_BASE_URLPAPERMERGE_API_TOKENGOOGLE_DRIVE_OAUTH_REFRESH_TOKENDOCUSIGN_INTEGRATION_KEYDOCUSIGN_USER_IDSLACK_BOT_TOKEN

We connect these securely during setup. OAuth integrations above connect with one click — no manual token entry.

▶Open source info
Repository
ciur/papermerge
Stars
2,908
License
Apache-2.0
Last Commit
2026-05-12
Replace
Operations Coordinator
$50,000/yr
AgentDepot · Solo plan
$99/month
Save $48,812/yr · 42.1x cheaper
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Free 15-min setup call · Agent live before you hang up
Also Replaces
×DocuSign Standard $40/user/mo
×Notion Business $20/user/mo
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Document Workflow Router | AgentDepot