Document Collection Automation
Automatically request, track, and follow up on documents needed from clients — IDs, insurance cards, contracts, records
What This Automation Does
How It Works
Docs Required
Pipeline stage requiring documents reached
Document Request
Checklist of needed docs + secure upload link
Upload Link
"We need some documents from you. Upload securely: {{upload_link}}"
Wait 2 Days
Upload window
All Received?
Check document checklist
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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