Your most valuable insights have been held hostage in unstructured documents. Every agreement, invoice, insurance policy, and legal document is filed away in your System of Record.
Unfortunately, your System of Record was built to store information, not use it. These inaccessible documents mean you miss terms, obligations, and deadlines in ‘fine print’ that take a huge bite out of your bottom line through missed renewals, manual review time, lost deliverables, and compliance errors. Extracting value from these contracts, forms, and agreements has always been a costly, slow, and error-prone process.
The era of passive disconnected technology is over. We are entering the age of the System of Action, a new paradigm powered by Agentic Document AI and Agentic AI that transforms stubborn, unstructured data into automated, goal-directed execution.
It’s the difference between a static archive and an executive assistant who can read, interpret, and act on your most important documents.
For decades, enterprise software has been dominated by the System of Record (SoR). These platforms are your CLMs, CRMs, ERPs, and legacy databases. They’re meticulously designed to be the single source of truth. These repositories store, manage, and report on your organization’s most critical data.
An SoR tells you what happened, who is involved, and where the data lives, but in the age of generative and Agentic AI, simply recording data isn’t enough.
Businesses need systems that reason, plan, and execute tasks autonomously, transforming raw data into outcomes. This is the System of Action (SoA).
At the heart of a System of Action are AI agents. Unlike traditional automation, which follows fixed scripts, an Agentic AI system operates continuously:
Docugami’s Agentic System of Action is an integrated framework that enables users to deploy autonomous AI agents to analyze, understand, and act on complex business documents at enterprise scale.
With appropriate oversight and supervision from your business team, Docugami initiates, manages, and completes complex, multi-step business processes.
We unlock critical information in your business documents, augmenting and supporting the work of your skilled teams.
Agentic Orchestration is the framework that coordinates multiple, specialized AI agents to work together, often across different departments and systems, to complete a single, overarching business goal.
The orchestration layer acts as the conductor, ensuring that each agent passes the correct data to the next, managing dependencies, and keeping the overall workflow on track. This seamless collaboration is the key to Workflow Optimization.
By automating the hand-offs and reasoning between steps, Agentic Orchestration drastically reduces latency, eliminates manual errors, and allows the entire workflow to run faster and smarter than any single agent.
The result is a fundamental improvement in efficiency and business agility.
An AI agent is only as powerful as its ability to act in support of your business goals. This is where cross-platform connectivity and tool integrations become critical foundations of the System of Action.
The modern enterprise is a complex web of interconnected applications: ERPs (SAP, Oracle), cloud storage (SharePoint, Dropbox), communication tools (Slack, Teams), and specialized SaaS applications.
An effective System of Action must be able to read, query, and retrieve information, and then execute functions and initiate processes within systems via APIs, connectors, MCPs, or microservices.
Tool integrations are the programmable "hands" of the agent. Tools are essentially well-defined functions (often a wrapper around an API) that the agent's reasoning model can decide to call when needed. Cross-platform connectivity and tool integration are the foundation of the System of Action. To be effective, an AI agent can’t be locked in a silo.
Too often, however, the modern enterprise is a digital Frankenstein's monster of siloed applications: a legacy HR system, a modern cloud CRM, and a custom-built inventory platform. An effective System of Action must have the keys to the platforms relevant to its work on behalf of your business.
The majority of critical business knowledge is trapped in unstructured documents, contracts, invoices, and reports that are dense, varied, and generally unpleasant to read. This "dark data" is the biggest bottleneck to a System of Action. Docugami’s Agentic System of Action is dedicated to liberating document data.
Our patented AI automatically converts entire, complex business documents into a structured Knowledge Graph, providing a hierarchical representation of all the data and information of every document in their entirety, at enterprise scale.
Instead of a shallow extraction (like "find the date"), Docugami's agents can reason across the entire document's structure, allowing them to understand the relationships between a payment term in Clause 3, a liability cap in Clause 7, and a specific effective date. They can act using data to initiate workflows in other systems, for instance, pulling every termination clause across 500 MSAs and automatically generating a compliance report that is then routed via an integration tool to the legal team.
By transforming your passive documents into proactive, actionable intelligence, Docugami ensures that your AI agents operate on complete, accurate information – not just guesswork – thereby freeing up your team to tackle new projects and drive revenue.
While some envision a world where AI replaces human work, Docugami is building a future where Document AI and Agentic Systems of Action amplify human potential and assist your skilled workers to achieve even more.
Your business is unique, so a mass market off-the-shelf AI isn’t going to give you the nuanced insights and flexible power that you need to advance your goals fully.
Docugami is built on the principle that having a Human in the Loop (HITL) ensures the greatest accuracy, insight, and results.
In a well-designed System of Action, the agents handle the high-volume, repetitive work (the digital grunt labor), and the Agentic Orchestration layer is specifically programmed to ensure human review, coaching, and direction as appropriate.
This dynamic, human-guided agentic collaboration results in an AI system that reflects and advances your business goals.
The shift to an Agentic System of Action is the most profound evolution in enterprise technology since the cloud. Forget static data! We're talking about a future powered by intelligent, specialized AI agents that process information, reason, orchestrate, and act across your most complex business processes, working closely with and empowering your skilled employees. These digital agents are your tireless, autonomous team, constantly connected, integrated across platforms, working proactively on your behalf to give you the results you need.
Ready to move from slow manual document handling to autonomous business action? Schedule a demo to learn how Docugami’s Agentic System of Action can transform your enterprise.