01
Read intake
The agent extracts goals, context, documents, contact details and open points from forms, email or attachments.
AI colleague for intake and file building
From scattered intake to a file your team can work with.
An AI colleague that brings together forms, emails, documents and client answers. Your team can immediately see what is complete, what is missing and what next step is needed.
Teams with intake, case files and client preparation
EERSTE PILOT
Start with one intake flow: new client, request, advice meeting, project kick-off or onboarding.
File building gets stuck when information is spread across email, forms, attachments and separate notes.
More complete files before start
Less back-and-forth with clients
Faster handover to advisor, sales or operations
Inbox clearerRequest finisherQuote preparerFile trackerLead followerPlanning preparerFeedback translatorTeam knowledge baseReport makerProduction assistant
THE HOOK
Sell on the work that keeps piling up.
Your AI colleague can do a lot. In the 4-week onboarding period we teach it, together with you, the work that keeps piling up every week: completing requests, tracking files, following up leads, preparing quotes or supporting production.
After that it grows into new tasks. Industries are examples; the real entry point is the workflow that keeps stalling.
WORKFLOWS THAT COST MONEY OR TIME
Where this AI colleague takes work off your hands
This page focuses on recurring work. No generic AI promise, but concrete tasks that return every week and become measurable fast.
02
Flag missing information
Per file, it becomes clear what is complete, what is missing and which question still needs to go to the client or colleague.
03
Prepare follow-up questions
The client receives short, concrete questions in plain language. No long list that nobody gets through.
04
Check documents
Attachments are organised by type, date, completeness and notable deviations.
05
Create a file briefing
Your team receives one overview with summary, risks, actions, owner and proposed next step.
06
Monitor handover
Status, missing documents and follow-up moments remain visible until the file is ready for processing.
WHY THIS MATTERS COMMERCIALLY
Not another tool. A colleague that preps the work for your team.
Most companies lose time not to one big task, but to dozens of half-finished questions: incomplete requests, loose emails, forgotten documents, feedback without an owner and leads that get followed up too late.
More complete files before start
Measurable in less back-and-forth, faster follow-up and better handover to the person doing the work.
Less back-and-forth with clients
Measurable in less back-and-forth, faster follow-up and better handover to the person doing the work.
Faster handover to advisor, sales or operations
Measurable in less back-and-forth, faster follow-up and better handover to the person doing the work.
BEFORE MATCH-AI
Work arrives half finished.
- • emails, WhatsApps and forms are scattered
- • someone has to keep asking the same basic questions
- • important information is missing when you want to plan or quote
- • follow-up depends on who happens to have time
AFTER MATCH-AI
Your AI colleague makes the work transferable.
- • a request or report is summarised automatically
- • missing information is requested
- • next action, owner and priority are proposed
- • your team stays in control and approves the important steps
FIRST 2 WEEKS
We do not build everything at once. We take one recurring workflow live.
01
Choose the workflow
Start with one intake flow: new client, request, advice meeting, project kick-off or onboarding.
02
Learn the rules
Which questions does the agent ask, where does it stop and when does it go to a human?
03
Connect the input
Email, form, Telegram, Drive, CRM or existing customer documents.
04
Live with oversight
First version at work, with a clear feedback loop for improvement.
SAMPLE OUTPUT
Your team gets a work briefing, not chatbot talk.
A good AI colleague does not send a long answer. It delivers a usable handover that someone can act on straight away.
// Teams with intake, case files and client preparation
Summary: File building gets stuck when information is spread across email, forms, attachments and separate notes.
Missing info: planning, budget, contact person, attachments
Suggested action: create a task, request the missing info and route it to the owner
Needs a human for: pricing agreements, exceptions and substantive judgement
Keep building
Pages that follow on logically from this workflow.
These internal links connect AI agents, workflow automation and process automation. Visitors choose faster and search engines understand better which pages belong to the same AI colleague cluster.
Recommended next step
Automate administration
Have documents, missing information, and case status ready faster.
Recommended next step
Workflow automation
Turn intake, review, and handoff into one fixed workflow.
Recommended next step
AI agent quote preparation
Use complete case files as the basis for better quotes and handoff.
Frequently asked questions
Quick answers to the main questions.
What does an AI colleague for intake and file building do?
It gathers intake answers, documents and client context, checks what is missing and creates a short file briefing for your team.
Which businesses is this a fit for?
For professional service firms, advisers, administrative offices, service businesses and B2B teams where files often start incomplete.
Can AI ask clients for information itself?
Yes, if the rules are clear. Usually it starts with draft questions or a controlled request for information, so your team stays in control.
What is a good first pilot?
Choose one intake with a lot of repetition and clear documents, for example new client onboarding, sales intake or project kick-off.
How your AI colleague works
One AI colleague that connects everything. Learns from your whole team.
Cyrill distributes the work across one AI colleague per department. They work in your own systems, share one memory and learn from every task your colleagues do with them.
THE PEOPLE BEHIND MATCH-AI
You work with people, not with an anonymous dashboard
Match-AI is a team of co-owners with a background in sales, marketing, finance and technology, supported by specialists in support and marketing. Every project gets a dedicated contact person who thinks along about process, adoption and results.
Peter van de Groep
Commercial contact at Match-AI
YOUR CONTACT
Which workflow costs your team too much time every week?
Book an intake. Together we choose the first pilot and define what the AI colleague must deliver.