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Document workflows and apps from DocuBots creators. Pay once, then run it in your own organization or call it from your own systems through the API. Your documents and results stay with you.

From creators

Paid once, run as your own hosted app.

NDA Triage: Compare Uploaded NDAs with Your Standard Positions
Workflow$10 one time
+ about $0.60 per run (6 credits)

NDA Triage: Compare Uploaded NDAs with Your Standard Positions

Quickly assess uploaded NDAs by comparing them with your standard positions, ensuring compliance and consistency in your legal operations. This workflow is designed for legal teams and contract managers who frequently handle non-disclosure agreements and need to streamline their review process. By using this NDA triage tool, you will receive an efficient analysis of how each NDA aligns with your predefined standards. This will help you identify any discrepancies or areas that require attention, allowing for a more focused and effective review. Ideal for legal professionals and organizations aiming to optimize their contract management processes, this tool requires users to have access to their standard NDA positions and the ability to upload NDAs for comparison. Ensure you have your standard playbook ready for the best results. Empower your legal ops team with this advanced tool, and simplify the task of managing and comparing NDAs, saving time and reducing errors in your contract review process.

DocDoctor

App
App$15 one time
+ about $0.60 per run (6 credits)

W-9 vendor intake

Reads IRS Form W-9 and returns the vendor details your AP team keys in by hand today. You get the legal name, business name, federal tax classification, exemption codes, address, TIN type, and signature date. The TIN itself comes back masked to the last four digits. It flags a missing or undated signature, a signature date in the future, a tax ID in the wrong format, more than one tax classification checked, an LLC with no tax classification letter, and a name that does not match the vendor record you enter. Format checks only. It does not verify the tax ID with the IRS.

DocDoctor

App
App$29 one time
+ about $0.60 per run (6 credits)

Certificate of insurance checker

Checks a vendor or subcontractor certificate of insurance (ACORD 25 style) against your requirements. It reads the insurer, policy numbers, coverage types, limits, effective and expiry dates, and whether your company is named as additional insured. Then it compares each one with the minimums you enter when you run it: general liability per occurrence and aggregate, auto, umbrella, and workers compensation. Certificates that pass come back with a clean summary. Anything short, expired, expiring within 30 days, or missing additional insured status goes to your review queue with the reason. You bring: the certificate, your minimums, and a reviewer for exceptions.

DocDoctor

App
App$25 one time
+ about $0.60 per run (6 credits)

Bank statement to ledger

Turns a bank statement PDF into a transaction table your bookkeeping software can take. Each transaction gets a date, description, signed amount, and a category from your own list. You also get totals by category. It then checks the math: opening balance plus every transaction must equal the closing balance. Statements that do not reconcile are flagged with the difference, so you catch missing pages or misread lines before they reach your books.

DocDoctor

App
App$29 one time
+ about $0.60 per run (6 credits)

Bill of lading and packing list match

Compares the bill of lading, packing list, and commercial invoice for a shipment and lists every mismatch before goods are received. It lines up shipper, consignee, PO and reference numbers, piece and carton counts, gross weight, and each line item description and quantity across the three documents. Weight differences within your tolerance pass. Clean packets come back as matched. Packets with a mismatch go to your review queue with each difference spelled out, so receiving can hold, count, or accept. You bring: the three documents (one file or several) and a reviewer for exceptions.

DocDoctor

App
App$39 one time
+ about $0.70 per run (7 credits)

Commercial lease abstract

Reads a commercial lease and produces a one-page abstract in your own document template. It pulls the parties, premises and square footage, commencement and expiration, base rent schedule, escalations, security deposit, operating expense and CAM terms, renewal and termination options, use and assignment clauses, and every notice deadline. It also works out the key dates you cannot miss, like the last day to exercise a renewal option, and flags terms it could not find so nothing is silently left blank. You bring: the lease and a document template from your account for the abstract.

DocDoctor

App
App$29 one time
+ about $0.60 per run (6 credits)

NDA triage

Sorts incoming NDAs so legal only reads the ones that need a lawyer. It identifies whether the NDA is mutual or one-way and who is disclosing, then pulls the term, how long confidentiality survives, governing law and venue, non-solicit and non-compete clauses, residuals, and return or destruction obligations. Each term is compared with the standard positions you enter when you run it. NDAs that match come back ready to sign. Deviations go to your review queue with the clause and why it differs. You bring: the NDA, your standard positions, and a reviewer. This is triage, not legal advice.

DocDoctor

App
App$19 one time
+ about $0.60 per run (6 credits)

Utility bill capture for sustainability reporting

Reads electricity, natural gas, and water bills and builds the usage table your emissions reporting needs. For each bill it captures the provider, account and meter numbers, service address, billing period, usage with its original unit, demand charges, and amount due. Usage is converted to one standard unit per commodity: kWh for electricity, therms for gas, and gallons for water, with days in the period and average daily use. Missing meter numbers, overlapping periods, and unreadable usage are flagged.

DocDoctor

App
App$15 one time
+ about $0.60 per run (6 credits)

Proof of delivery capture

Confirms a proof of delivery is complete and pulls out anything you might need for a claim. It checks each delivery receipt for a signature, delivery date and time, and recipient name, and captures the order and tracking references and the pieces delivered against pieces expected. Damage, shortage, refused, or "subject to inspection" notes are pulled out as claim items with the wording the driver or recipient wrote. Receipts missing a signature, date, or name are flagged.

DocDoctor

Convert Board Meeting Minutes to Actionable Items
App$19 one time
+ about $0.70 per run (7 credits)

Convert Board Meeting Minutes to Actionable Items

Transform your board meeting minutes into clear, actionable items with our app. Upload your meeting minutes, and effortlessly extract key decisions, assign owners, and generate a concise summary that can be shared with your team. This app is perfect for board members, executive assistants, and team leaders who need to streamline communication and ensure accountability after meetings. By using this tool, you can focus on executing decisions rather than getting bogged down in documentation. To get started, simply bring your meeting minutes file, and the app will handle the rest. It supports various file formats and provides a user-friendly interface to manage and distribute action items efficiently. Enhance your post-meeting workflow and keep your team aligned with minimal effort.

DocDoctor

Insurance Loss Run Summary App for Underwriters
App$39 one time
+ about $0.70 per run (7 credits)

Insurance Loss Run Summary App for Underwriters

Easily obtain an underwriting summary by policy year with our Insurance Loss Run Summary app. Simply upload your carrier loss runs and receive a comprehensive summary tailored to your needs. This app is designed for insurance professionals, underwriters, and risk managers who require a clear and concise summary of loss runs for decision-making. The summary includes critical data points and trends, helping you to assess risk and make informed underwriting decisions. To use this app, all you need are your carrier loss run documents ready for upload. The app processes the information quickly, allowing you to focus on analyzing the results without the hassle of manual data compilation. Ideal for those in the insurance industry looking to streamline their workflow and enhance efficiency, this app ensures you have the data you need at your fingertips. By using the Insurance Loss Run Summary app, you can improve your underwriting accuracy and make better-informed decisions.

DocDoctor

Certificate of Insurance Compliance Checker
Workflow$10 one time
+ about $0.60 per run (6 credits)

Certificate of Insurance Compliance Checker

Easily verify if a certificate of insurance meets your specific requirements. This workflow allows you to upload a certificate of insurance and quickly determine its compliance with your minimum standards. Ideal for property managers, construction professionals, and anyone involved in vendor compliance, this tool streamlines the insurance verification process. By using this service, you ensure that all parties meet the necessary insurance criteria, helping to mitigate risks and maintain compliance. To use this workflow, simply bring the certificate of insurance document you wish to verify. Ensure that the document is clear and legible for accurate analysis. This tool handles a variety of insurance certificates, making it a versatile option for many industries. By checking certificates efficiently, you can save time and focus on other critical aspects of your business. Maintain peace of mind knowing that your insurance requirements are met without manual paperwork or tedious checks.

DocDoctor

Starters from DocuBots

Free to copy into your account. You own the workflow and can change anything. Each run uses your credits.

Invoice processing desk
Extract, then summarizeFree to build

Invoice processing desk

Extract invoice fields, pause for review, then generate an approval PDF.

Runs use your credits

invoicereviewpdf
Document classification and routing
Sort inbound documentsFree to build

Document classification and routing

Classify incoming documents and expose the category on a hosted intake app.

Runs use your credits

classifyrouting
Contract review workflow
Extract, then checkFree to build

Contract review workflow

Extract terms, run compliance rules, and wait for a human reviewer.

Runs use your credits

contractcompliancereview
Document translation workflow
Translate and returnFree to build

Document translation workflow

Translate uploaded documents and return the result.

Runs use your credits

translate
Customer document portal
Upload, classify, extractFree to build

Customer document portal

Let customers upload packets, classify each file, extract fields, and pause on exceptions.

Runs use your credits

portalintakereview
ID and KYC document capture
Extract identity fieldsFree to build

ID and KYC document capture

Extract ID fields from passports or licenses, then wait for a verifier.

Runs use your credits

kycidentityreview
Insurance claims intake
Extract, then checkFree to build

Insurance claims intake

Extract claim fields, run policy checks, and pause for an adjuster.

Runs use your credits

claimsinsurancereview
Resume screening workflow
Extract, then scoreFree to build

Resume screening workflow

Extract skills and history from resumes, score fit, and pause for a recruiter.

Runs use your credits

hiringresumereview
Expense report processing
Extract, then reportFree to build

Expense report processing

Extract receipt fields, pause on policy exceptions, then generate a report PDF.

Runs use your credits

expensereceiptspdf
Invoice and purchase order matching
Extract, then matchFree to build

Invoice and purchase order matching

Extract invoice and purchase-order fields, match amounts, and pause on exceptions.

Runs use your credits

purchase-ordermatchingap
Tax document processing
Classify, extract, summarizeFree to build

Tax document processing

Classify tax forms, extract amounts, validate against rules, then generate a summary.

Runs use your credits

taxw21099finance
Shipping and customs documents
Extract, then validateFree to build

Shipping and customs documents

Extract bills of lading, manifests, and customs forms, then pause on exceptions.

Runs use your credits

shippinglogisticscustoms
Patient record extraction
Extract clinical fieldsFree to build

Patient record extraction

Extract demographics, history, and results from medical packets, then pause for a reviewer.

Runs use your credits

healthcarerecordshipaa
RFP analysis and response drafts
Extract, check, draftFree to build

RFP analysis and response drafts

Extract RFP requirements, run a compliance check, then generate a response draft.

Runs use your credits

rfpproposalsales
Property document extraction
Extract deed and lease termsFree to build

Property document extraction

Extract deeds, leases, and closing papers, then pause for a real-estate reviewer.

Runs use your credits

real-estateleasedeed
Quality control document processing
Extract, then checkFree to build

Quality control document processing

Extract inspection findings, check against rules, and pause on failures.

Runs use your credits

qualityinspectionmanufacturing
Loan application processing
Extract, then validateFree to build

Loan application processing

Extract application fields, validate income and liabilities, then pause for an underwriter.

Runs use your credits

loanlendingunderwriting
Mortgage underwriting documents
Extract, then check policyFree to build

Mortgage underwriting documents

Extract borrower and property docs, check policy rules, then pause for an underwriter.

Runs use your credits

mortgageunderwritingproperty
Litigation discovery support
Classify, then extractFree to build

Litigation discovery support

Classify discovery documents, extract evidence, and pause for privilege review.

Runs use your credits

legaldiscoverylitigation
Employment agreement review
Extract, then checkFree to build

Employment agreement review

Extract employment terms, run compliance checks, and pause for HR or legal review.

Runs use your credits

hremploymentlegal
IP document review
Extract IP termsFree to build

IP document review

Extract patent, trademark, or license terms, then pause for an IP reviewer.

Runs use your credits

ippatenttrademark
Financial statement review
Extract, review, memoFree to build

Financial statement review

Extract statement figures, flag anomalies, and generate a review memo.

Runs use your credits

financestatementsaudit
M&A due diligence documents
Classify, then extractFree to build

M&A due diligence documents

Classify diligence files, extract deal terms, and pause for counsel.

Runs use your credits

madiligencelegal

How buying works

01

Pick a listing

Each page says what you need to bring, like documents, a template, or a reviewer.

02

Pay the creator once

The creator sets the price. Checkout is through Stripe. Your organization is never charged twice for the same listing.

03

Run it or integrate it

It installs as a hosted app in your organization, with an API your systems can call using your own key. Each run uses your credits, and the results belong to you.

Built something that works?

List it on the marketplace and keep 80% of every sale. Buyers run it without seeing how it is built.

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