A weekly digest of overdue documents, on your schedule
Chasing document owners one by one is nobody’s favorite job.
The new Evidence Tasks Report, a custom agent template, builds a weekly digest of every document that’s overdue or due soon, with links, owners, due dates, status, and suggested next steps. It runs on the schedule you choose, so compliance leads can follow up without tracking anything by hand. Beautiful!
Your follow-up list, ready when you are.
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Availability: Across plans with AI opt-in/custom agents enabled