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Create combined review PDFs from incoming SOA emails

Create combined review PDFs from incoming SOA emails

You get SOA emails containing draft advice that require technical, compliance and copyediting checks before sign-off. You get a single consolidated review PDF sent to your reviewer for same-day approval.

Create combined review PDFs from incoming SOA emails

Overview

SOA drafts often sit in inboxes waiting for multiple reviews, tying up advisor time and delaying client delivery. This flow extracts the draft, runs parallel AI technical, compliance and copyediting checks, and delivers a single review PDF to your reviewer for same-day approval.

Create combined review PDFs from incoming SOA emails