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Use Case

Document Management and Protocol

AI agents that automatically import, register and archive every document, ensuring regulatory compliance and full traceability across every operation.

The Challenge

Document management in public and private organizations remains one of the most fragmented and labor-intensive processes. Documents arriving from different channels, archives distributed across multiple platforms, manual approval workflows and signatures exchanged via email: every step slows operations down and increases the risk of error.

A dedicated operator spends hours every day sorting incoming mail, assigning correct classifications, verifying regulatory compliance and tracking the status of ongoing procedures. The result is a slow process, difficult to audit and vulnerable to operational disruptions.

Italian and European regulations, CAD, AGID, and eIDAS, require precise standards for registration, preservation, and accessibility. Meeting them with traditional systems is costly. With Askme, it becomes automatic.

+75%

speed in document registration and classification

-62%

time spent on manual workflow management

100%

regulatory compliance guaranteed on every processed document

How Askme transforms document management

Six key features for an intelligent, compliant, and fully controlled archive.

Automatic import from email, PEC and API

The system automatically captures and imports incoming documents from any channel: standard email, PEC and structured data streams via API. Every message and attachment is acquired, analyzed and prepared for registration without manual intervention, eliminating the risk of omissions and delays.

Automatic and compliant registration

AI agents automatically assign protocol number, date, classification and metadata to every acquired document, in compliance with CAD and AGID guidelines. The process happens in real time, with full traceability of every operation and zero dependency on operator availability.

Document process management

Workflows are configured to match the specific operational needs of the organization. Every document follows its own path of assignment, review and approval in a transparent and traceable way, with automatic notifications to responsible parties at each step. The system supports processes of any complexity, from simple internal transmission to multi-office procedures.

Intelligent classification and filing

The system recognizes document types such as resolutions, contracts, invoices, decrees, and circulars, and assigns each document to the correct file according to the organization’s classification scheme. The archive grows in an orderly and structured way without continuous supervision.

Digital signature with Askme Sign

The signature process is fully digitalized through native integration with the Askme Sign module. The signature workflow management system, configurable down to the finest detail, monitors the status of every procedure, guarantees the authenticity and legal validity of every signed document and ensures full compliance with eIDAS regulation.

Full traceability and audit trail

Every action on every document is recorded: who opened, modified, transmitted or approved a file, when and from which access point. The audit trail is always available for internal reviews, inspections or regulatory requirements, without having to manually reconstruct the history of any procedure.

How it Works

From document receipt to final archiving in four seamless steps:

Receipt and analysis

The system automatically captures incoming documents from standard email, PEC or API, analyzes their content, identifies type and sender and prepares them for the next phase without any manual intervention.

Registration and classification

The document receives a protocol number, metadata and correct classification according to the current scheme, in compliance with CAD and AGID guidelines. Everything happens in real time, at the exact moment of acquisition.

Workflow activation and management

The configured workflow activates automatically: assignment to responsible parties, collection of approvals and signatures via Askme Sign, management of internal and external transmissions. Every step is notified and tracked in real time.

Archiving and retrieval

The completed document is archived with all its metadata, links and action history. It remains searchable, retrievable and auditable at any point in the future.

The benefits

From slow, fragmented manual labor to automated, precise processes.

BEFORE

Traditional process

WITH ASKME

Intelligent process

Ready to transform document management in your organization?

Discover how Askme can automate registration, archiving and document workflows, drastically reducing time, errors and compliance burdens.

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