AI Agents that handle your
documents your way

Built for business users, not engineers. Zero technical skills needed.

Supercharge your document workflows

Build the document processing system of your dreams — no technical expertise needed

Process documents from anywhere

Connect to Gmail, Google Drive, Dropbox, or any system where your documents live. AI automatically pulls and processes new documents as they arrive.

SharePoint

Intelligent document analysis

AI applies sophisticated reasoning to understand your specific requirements, interpret complex business rules, and make nuanced judgments about document quality and compliance. Handles edge cases and learns from your feedback to get better over time.

Act on the information however you want

Draft personalized emails, generate comprehensive reports, make approval decisions, or trigger any workflow you need. AI takes the document insights and turns them into immediate action — exactly how you want it done.

Slack
Outlook
Google Sheets
HubSpot

Case Study: Mortgage Fulfillment Agent

How a mortgage brokerage firm automated their client document verification process

Challenge

A mortgage brokerage firm was drowning in document review - manually checking bank statements, tax returns, employment verification, and other client docs against nuanced lending requirements. Each loan took hours of back-and-forth with clients to fix missing or incorrect documents.

Solution

They deployed a Nuvi document review agent that lives directly in their email system. The agent automatically checks client documents against specific requirements, flags issues instantly, and generates both detailed broker reports and client-friendly action items.

  • Lives directly in email - no new systems to learn
  • Handles all document types: bank statements, tax returns, employment verification, pay stubs, etc.
  • Flags issues and communicates directly with clients on what needs fixing
  • Generates detailed compliance reports for brokers and client-ready drafts for action items

Results

~80% time reduction - in document review and client communication
All-in-one processing - handles various document types in one place
Faster turnaround - loan processing and fulfillment completion
Email interface showing automated mortgage document review and client communication

How nuvi works

Zero technical skills needed

1

Describe your task

Describe document tasks like processing invoices, reviewing contracts, or validating compliance — or upload existing docs.

2

Review the plan

3

Nuvi builds agent

4

Work gets done

Why use Nuvi for your Document workflows

Eliminate tedious manual review work and focus on high-value decision making

Save 80% of review time

Transform hours of manual document review into minutes of automated processing with intelligent validation

Infinitely customizable

Nuvi adapts to your exact document rules and workflows — no matter how complex or unique your requirements

Easy to build - just review and approve

Simply review Nuvi's process plan and approve it. Nuvi builds your custom agent automatically — no coding required

Built for process owners, not engineers

Create and manage document workflows yourself without waiting on IT or technical teams

Scale without hiring

Process unlimited document volumes without adding staff — perfect for growing businesses

Reliable accuracy you can trust

AI follows your rules precisely every time with full audit trails — no more wondering if something was missed or done incorrectly

Ready to automate your document processing?

See how your document review process can be transformed with AI. Book a demo and watch your agent get built live.