Custom Agents

Agents that work the way you do.

Origin comes with four built-in agents that classify, monitor, verify, and assemble. Custom Agents lets you configure new behaviours — tailored to your workflow, your formats, your outputs.

Four agents included with every Origin workspace.

These four agents run automatically from the moment you connect. Custom Agents builds on top of them.

Classify

Identifies every document on arrival. Invoice, contract, statement, agreement — 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.

01
Define

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.

02
Configure

Set the rules and outputs

Define the documents it works from, the conditions it checks, the requirements it enforces, and the package it produces.

03
Activate

Agent runs automatically

Once configured, the agent monitors your records and produces its output whenever the conditions are met.

04
Prompt

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.

4 built-in
agents running from day one in every workspace.
Any
output format your workflow requires, configurable on demand.
Always
traceable. Every agent action attributed, signed, and recorded.

Agents built around your workflow.

Start with Origin's four built-in agents. Then configure custom agents for every recurring output your business produces. Prompt any of them at any time.