Knowledge work reimagined

Create AI-powered templates to automate complex tasks reliably. Generate in style and with just a few clicks.

Document

Features

Embed your expertise into AI

Our platform is designed with one purpose in mind: Empower you to automate complex, knowledge heavy tasks based on your unique expertise, with built-in structure and guardrails.

DOCX

Compliance.docx

Word document

Teach by example, or by prompt

Simply upload example documents or tell what you want. Our platform analyzes your input and automatically creates the structure for you.

3. CIP

Customer identification process

[The section introduction, stating its goals.]

[Regulatory requirement x]

[The main explanation of the requirement and the actions conducted to satisfy it.]

instructions

Map each regulatory requirement to a subsection.

Configure intuitively

Tired of explaining what you want again and again to a chatbot? Easily tailor your template to your needs.

Looks like you have these in place for this document.

Investigation briefUploaded by Jane Rivera

Subject KYC packetIdentity docs + OFAC screen

Transaction evidence2 of 3 flagged wires

Counterparty attestationVendor letter pending e-sign

Monitor and verify

We infer what inputs your template needs and let you know whether you have supplied sufficient data.

3.2.4. Due Diligence Procedure

Procedures follow a risk-based approach encompassing sanctions/PEP/adverse-media screening, assessment of source of funds/wealth, and ongoing monitoring in line with applicable AML/CFT regulations.

All findings, rationales, and supporting documents should be recorded to evidence adherence, with periodic reviews to recalibrate risk ratings and update customer profiles upon trigger events.

An editor that knows its purpose

Modify your final document with our built-in assistant that knows what task you have automated and what files you have uploaded.

Use cases

Taskbots shine in complex tasks

Grant applications without the scramble

Use templates that structure your grant applications end-to-end, so you can focus on the content that matters most. Taskbots can extract work packages, personnel and other resources from your inputs automatically, ensuring consistency. It can be fine-tuned to meet the specific requirements of different funding bodies.

01. Project details

02. Work packages

03. External services

04. Budget summary

Need a bespoke solution?

We love to hear about your case.

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