DocAgent is the document's swiss army knife. Write any document with AI, automate any document with AI, write 10, 20 or 40 documents at once, upload your company's knowledge base and expand it as you go, and build custom Automatas that are AI assistants that you set up to write specific documents in a specific way. DocAgent is the AI engine for your business operations.
Trusted by forward-thinking enterprises and teams
At its heart, DocAgent is a powerful AI document writer. You can use it to draft contracts, letters, technical reports, proposals, any document. But you can also write multiple documents simultaneously.
Provide your instructions, dictate the key points, upload a reference file, or an audio, guide the AI with as much or as little information as you want, so it can draft the perfect document for you. DocAgent automatically numbers it, formats it, and stores it in your secure workspace.
Need to invite 10 different companies to an event? Give your instructions once, and DocAgent will write 10 personalized invitations and perfectly organize them.
Stop starting from scratch. Upload the legal framework your company operates in, the technical manuals your teams use, the style guides your marketing department follows, your company's past proposals, policies, guidelines, and manuals into DocAgent's secure context folders.
When writing a new document, you can reference any of these files, and the AI pulls the exact formatting, tone, and technical details to ensure your new files are 100% compliant with your company's standards.
An Automata is a customized document-writing engine that you configure once and use forever. Instead of writing a complex prompt every time you need a specific document that you frequently use, you create an Automata with your specific instructions, references, and formatting rules.
For example for an "Incident Report" Automata, you could write the instructions for the AI regarding the tone, format, and sections of the report, and then upload a template. From that point on, whenever an employee needs to write a new incident report, they just click on the "Incident Report" Automata, upload the trigger file (like an audio recording reporting the incident, or a form with the incident details), and the perfectly formatted report is generated in seconds, fully compliant with company standards and saved in the right place in the Incident Report folder. No more manual writing, formatting, and filing. Just instant, standardized documents whenever you need them.
Setup the Rules
Give the Automata a permanent prompt and specific knowledge base files it should always use.
Fast Generation
When a user needs the document, they just click the Automata, upload any specific trigger file (like an ID or an invoice), and the document is instantly churned out.
Multi-step Processes
Automatas can also be simple processes or workflows that link documents together (e.g., Purchase Request → RFQ → Purchase Order).
Instantly generates a technical Job Order from a Sales Invoice.
Operational documents rarely exist in isolation. With DocAgent, you can create a chain of documents in a specific sequence, for example for a Travel Process: Employee Travel Request → Manager Approval → Travel Itinerary → Expense Report. Each document in the process pulls information from the previous ones, and the entire chain is stored together for easy access and compliance.
Keep every document for a business workflow neatly linked. In a Purchase Process, the initial Purchase Request automatically informs the Request for Quotes, the resulting quotes inform the Price Comparison, and the chosen quote informs the final Purchase Order.
Create a central hub for every person you manage. Start a Hiring Process by uploading a candidate's CV. Use that exact same context to seamlessly issue their Interview Guide, Job Offer Letter, and Employee Contract without ever starting from scratch.
Fast Retrieval: Need to find a contract? Search "Jon Doe" to open his entire process hub.
The Travel Process is like having a mini travel management software, the Purchase Process is a procurement software. The Hiring Process is an HR software. But instead of buying and learning 3 different softwares, you build your own custom processes inside DocAgent, perfectly tailored to your company's unique workflows and document needs. The amazing thing is that with DocAgent Processes, you can build any process you want, so you can create any software you need, all perfectly integrated with your documents and knowledge base. Here are some examples of custom processes our users have built:
"We were losing bids due to slow proposals. I built a process where a simple Site Visit Checklist generates a detailed Cost Estimate and a professional Project Proposal. My win rate jumped from 20% to 65% because I respond in hours, not days."
"I replaced piles of clinic forms with a patient pathway. A Medical Intake Form leads to a Treatment Plan, which generates the Prescription and a Follow-Up Report. The record is complete, and my team cares for patients, not paperwork."
"As a small firm, we compete against teams of 50+. Our custom process takes a Case Intake Form to generate an initial Legal Research Memo and draft preliminary Motion Documents. We now handle the caseload of a firm five times our size."
"I spent 12 hours every Monday preparing weekly reports. I built a process where raw Data Dumps automatically transform into 8 different Executive Summaries—each speaking the specific language of its department. What took all day now takes 2 hours."
"I used to scramble when specs changed on site. My process begins with a Design Brief, which produces a Technical Specification, a Materials List, and a Compliance Checklist. Everything is linked and versioned. No more costly rework."
"I needed to standardize how my team handled complaints. Now, they log the Complaint Letter, use an Investigation Memo to gather facts, and let AI draft a legally sound Response Letter. It creates a bulletproof trail for every case."
Stop trying to cram complex legal or technical instructions into a tiny chat bubble. DocAgent gives you a massive, rich-text online editor that looks like Google Docs or Microsoft Word that is designed specifically for commanding the AI to write exactly what you want, how you want it.
Your prompt is treated like a real document. You can write as much as you want, format it with rich text, and structure it with headings, bullet points, and tables. You can save your document prompt before you send it to the AI, and work on it for days, weeks, or months, refining it until it's perfect.
Right inside the editor, you can upload audio recordings, paste information, and upload PDFs. With one click, you can also pull in saved references and past documents you wrote from the internal Context Folder without ever leaving the page. All to give the AI the exact context it needs to write your documents perfectly on the first try.
When the AI finishes co-writing your report, or 3 contracts or any other document, they open directly in our online document editor. You can instantly tweak the text, adjust the layout, and finalize your work.
Please write 3 separate lease agreements based on the standard terms attached from the Context Folder.
Use the specific names, ID numbers, and move-in dates found in the 3 uploaded Government ID PDFs. Keep the formatting formal.
Every document generated is automatically analyzed, categorized, and filed into the correct smart folder. Proposals go to Proposals, Contracts go to Contracts. When you need to find something, it's always exactly where it should be. No more lost files or messy shared drives.
Every final document is permanently linked to the original uploads and instructions used to create it. Need to know exactly what source material informed a contract you wrote last year? It is instantly visible.
With standard AI, employees are islands. Their outputs are trapped in their chat histories, and no one else can access them. In DocAgent, one employee's output becomes another employee's input. It's a smarter way to stand on the shoulders of the documents that came before them.
DocAgent builds a perpetual memory that the entire team can reuse with a single click.
The Context Folder is divided into sub-folders your company creates and fills with reference documents:
Any employee with an account can add new folders and new documents to the Context Folder, making the process collaborative and easy. Marketing uploads presentations, legal adds legislation, sales drops in brochures — everyone contributes to a single, rich knowledge base.
When you write a document using DocAgent, that document is then available to be referenced by anyone. Simply search for it and add it. Your team's collective output becomes tomorrow's foundation.
We aren't trying to lock you in. Managing context in standard chat interfaces is difficult, so DocAgent acts as your company's librarian. You can combine multiple documents from the Context Folder and previously written documents, then export them as a single PDF to upload to Copilot, ChatGPT, Gemini, or any other tool.
Select disparate pieces of knowledge — a legal framework, a company profile, a client history — and instantly export them as a perfectly formatted PDF for any AI tool.
Your data isn't trapped in our ecosystem. DocAgent serves as the central intelligence hub where your company's knowledge is organized, and then feeds any tool you choose.
Take your exported Context PDF and drop it into your favorite chat interface for extreme accuracy.
Insight Generated: Based on the 'Acme Proposal 2025' and 'Acme Final Contract', the key deliverables include: 1) Cloud Migration by Q3, 2) Security Audit, and 3) 24/7 SLA Support.
Don't just search for keywords in file names; search for answers across your entire company memory.
The AI reads the documents and gives you the exact paragraph or summary you need instantly.
Ask a question that requires data from three different past projects, and the AI will synthesize a complete answer.
We are proud to build a system that genuinely makes your company run better.
Turn days of grueling drafting and formatting into minutes. Generate entire batches of operational documents or complex proposals with a single click.
Never lose a file again. Every generated document is automatically categorized, filed by client, and permanently linked to its source attachments for perfect traceability.
Eliminate the administrative nightmare of copy-pasting, manual formatting, and digging through old emails. Let the AI handle the tedious work while you focus on strategy.
Your intellectual property is your most valuable asset. We treat it that way.
Your documents, prompts, and context are never used to train public or foundational AI models.
All data is encrypted both in transit and at rest in our secure, sandboxed cloud infrastructure.
Strictly control who sees what. Restrict sensitive HR or Legal folders to specific teams or executives.
When an employee leaves, their generated documents remain securely in the company's Knowledge Base.
Deploy DocAgent to every desk and watch your institutional intelligence multiply.
For small teams automating daily operations.
For growing companies with high-volume needs.
The ultimate platform for document-heavy industries.
All plans include bank-grade AES-256 encryption and zero-AI training policies.
For customized deployment, contact sales@jon-ai.com.
Ready to replace your legacy systems and build a self-organizing company memory? Our team will help you configure your knowledge base and onboard your staff.
We accommodate global needs, including specialized formatting and multiple language support (English, Japanese, Korean, Arabic, Portuguese, Spanish, and more).
Start your team's trial and bring AI-powered document writing to every desk. For company-wide rollouts, contact sales@jon-ai.com