I want to find a document when the bank, accountant, customer or employee asks for it.
An AI chat proposes a folder structure, but it does not rename, file or flag orphan documents.
Bruno prepares batches to file, detects duplicates and contextless documents, then proposes a simple archiving rule to approve.
The business retrieves its proof without depending on one person or an old email.
Bruno makes this useful by connecting daily interruptions to durable follow-up: message, task, follow-up, approval and memory.
Mobilized foundations- Connected tools: calendar, email, spreadsheets, Drive, lightweight CRM or team messaging feed the file without retyping.
- Action memory: each request keeps its customer, context, received documents, follow-ups and next step.
- Human control: Bruno prepares, sorts and follows up, while sensitive messages and committing actions stay approved.
- Field gain: the goal is not to produce a long report, but to move a real request forward without retyping.
Apply the "File contracts, invoices and records before they vanish" use case in my company context.
- The priority deliverables are produced: Batches to file, Orphan documents, Naming rules, Clean archive.
- Assumptions, risks and required human approvals are explicit.
- The result is reusable by the team, as in the Cabinet Rive, an independent accounting firm with 3 staff example.
Info to clarify
- What is the exact context of your company, customer or project?
- Which documents, data or conversations can Bruno use as a starting point?
- Which deliverables do you want first, and which ones can wait?
- Who must approve the result before any external action is launched?
The firm wants to prepare its own annual archive, even though it files client documents very well. Internal contracts, certificates, supplier invoices, HR records and bank exchanges sit across several Drives and mailboxes. When insurance asks for an old certificate, the search takes thirty minutes and always depends on the same colleague.
Bruno prepares batches to file, spots duplicates, proposes understandable names and flags documents without context. The firm approves the rule then archives by simple families: finance, HR, suppliers, insurance, premises. The value is not a perfect tree; it is finding useful proof fast.
Created agents
- Archiving agent
- Filing agent
- Duplicates agent
Delivered assets
- Batches to file
- Naming rules
- Orphan documents