Playbooks / Accounting / Client Intake
Document Checklists
Builds the per-engagement document checklist: plain-language item names, what each is for, and where to upload. Right-size the list to the engagement type.
How to run it
Open Accounting > Client Intake > Document Checklists in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Document Checklists workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Build the per-engagement document checklist: plain-language item names, what each is for, and where to upload. Right-size the list to the engagement type.
Put this workflow to work.
The Accounting agent ships with this one installed. Open the demo and ask it to run the Document Checklists workflow on something of yours.