Agents that work the way you do.
Origin's agent suite classifies, monitors, verifies, and assembles your documents. Custom Agents lets you configure new behaviours tailored to your workflow, your formats, and your outputs.
Four powerful agents available with Origin.
These agents are available on select Origin plans. Each one handles a critical part of your document workflow so you can focus on decisions, not paperwork.
Classify
Identifies every document on arrival. Invoice, contract, statement, or agreement, each filed in the right place immediately.
Monitor
Watches your requirements, deadlines, and document health. Flags anomalies and gaps before they become problems.
Comply
Maps each document against its obligation. Tracks what is satisfied, what is pending, and what needs action.
Assemble
Builds packages from your verified documents on demand. Investor packages, audit bundles, board reports.
Configure any agent to your exact needs.
Define what you need. Origin's agent framework handles the execution.
Describe what the agent should do
Tell Origin what the agent checks, what it builds, what triggers it, and what format the output should take.
Set the rules and outputs
Define the documents it works from, the conditions it checks, the requirements it enforces, and the package it produces.
Agent runs automatically
Once configured, the agent monitors your records and produces its output whenever the conditions are met.
Ask for any output, any time
Every custom agent is available on demand. Prompt it directly through the Origin chat interface whenever you need a result.
Examples of what teams configure.
Monthly reporting agent
Assembles a custom financial report every month-end: P&L, balance sheet, and cash position, formatted for your board.
Client onboarding agent
Monitors a new client file against your onboarding checklist. Flags missing documents and notifies the right person.
Renewal alert agent
Tracks contract and insurance renewal dates. Sends a package of documents due for renewal 60, 30, and 7 days out.
Deal readiness agent
Scores a deal workspace against your standard due diligence checklist. Reports the readiness percentage and what is still needed.
Agents built around your workflow.
Unlock Origin's agent suite on the right plan for your team. Then configure custom agents for every recurring output your business produces. Prompt any of them at any time.