Build Intelligent Workflows in Minutes
AI-powered document flows
Trigger workflows for hiring, travel, onboarding, legal, and more. No human follow-up needed.
Built-in AI Chatbot
Let users ask questions, get help, and resolve document issues—right inside the flow. No ticket needed.
Smart approvals & Reminders
Route to the right people, get sign-off, and auto-stamp docs—all in one pass.
Track everything, miss nothing
Every step is logged. Every action is traceable. Always know what happened, when, and by whom.
Real-time validation
Instantly flag inconsistencies and errors, ensuring data accuracy and compliance before submission—so nothing breaks downstream.
AI form assistance
Intelligently guides users through complex forms—explaining requirements and pre-filling known fields.
Docs Done Right - Start to Finish
Experience the future of workflow automation with AI-powered intelligence. Here's what a typical document workflow looks like - from assignment to completion.
Workflow Assignment
Admin selects a predefined flow (e.g. onboarding, KYC, travel request) and assigns it to the user.
Choose templates or build your own.
User Login
User gets notified and opens the assigned packet.
Everything they need is in one place—forms, uploads, instructions.
Form Upload & Completion
Smart forms with auto-completion and validation
AI assists with form filling and error detection
Review & Reminders
Admin tracks checklist progress, reviews uploads, and sends reminders if needed.
Automated reminders based on behavioral patterns
AI Assistance
Packets' AI chatbot helps users fill forms, fix missing fields, and validate documents instantly.
Advanced AI provides contextual help and optimization
Checklist Completion
Automated verification and once all items are done, the packet is closed.
Audit trail is saved. Docs are archived. Everyone gets a copy.
Everything you need to scale documentation Docs
Comprehensive AI-powered tools designed for modern documentation workflows
Build Workflows Visually
No code needed. Use drag-and-drop tools to stitch together smart templates and automate every document process. The system breaks down complex documentation requirements into manageable steps with clear instructions.
- Start with ready-made templates like Passport Upload, Bank Statement Collection, or Application Forms
- Customize each step — form inputs, validations, uploads, and approvals
- Add logic for who fills what, when (e.g. user vs reviewer vs approver)
- Automate actions like e-stamping, email delivery, and Slack alerts
- Reuse and adapt workflows across teams, clients, or regions
AI Assistance
Our advanced AI assistant understands the context of each form field, providing intelligent suggestions, auto-filling repetitive information, and explaining complex requirements in simple language to streamline form completion.
- AI-powered suggestions for form inputs
- Contextual help and explanations for complex fields
- Real-time validation to catch errors before submission
- Learning from user patterns to improve suggestions over time
- Supports multiple languages and formats
Tracking and Reminders
Track the status of every document in real-time. See who's holding things up, what's approved, and what failed.
- Monitor progress with a live dashboard
- Get notified when actions are required
- Send automated reminders to users and reviewers
- View detailed logs of every action taken
- Generate reports on workflow efficiency and bottlenecks
Real-time Validation
Our AI-powered validation engine continuously monitors document uploads, checking for completeness, format compliance, and content accuracy. Issues are flagged immediately with clear instructions for resolution, preventing costly errors and delays.
- Instantly flag inconsistencies and errors
- Ensure data accuracy and compliance before submission
- Catch missing fields, incorrect formats, and policy violations
- Provide actionable feedback to users in real-time
- Reduce downstream issues and rework by catching errors early
Built for the new document-driven world
Packets fits right into the way modern teams work—whether you're running ops for a global team, building AI-first workflows, or flying solo.
For Global Capability Centers (GCCs)
Run ops at scale — without drowning in paperwork
Packets helps HR, finance, and legal teams manage high-volume documentation with precision and control.