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Document to agent

Don’t send a document.
Send your own AI Agent.

ShareSmartAI turns any document into an agentic AI Skilled Agent. It reads what the document is for and what the reader needs, then generates the agentic skilled agents that document calls for, such as security, pricing and legal, from the data in your playbook. You send an agent that manages the document for you.

One documentSkilled agents per intentMany audiences

L1
LAYER 01 · INPUT

Any document in. Structured, indexed, linked.

The AI Skilled Agent starts from the document itself: every section, requirement, date and obligation, mapped so each answer can point back to a page.

ReceivesPDF, deck, contract, spreadsheet, questionnaire
→
ProducesA structured document model with source links

Agentic specialists in this layer

Reader AgentParses layout, tables and attachments
Structure AgentMaps sections, clauses and requirements
Version AgentTracks changes and who approved what

Services it provides

  • Ingest and parse PDF, DOCX, PPTX and XLSX
  • Extract sections, questions and obligations
  • Version history and change tracking
  • Source links so every answer cites a page
Speaks FilesConnectors
LAYER 02 · CONTEXT

Knows why it was sent, and who is reading.

Before it answers anything, the AI Skilled Agent decides what this document is for and who is on the other side, so the same document behaves differently for different readers.

ReceivesStructured document plus sender context
→
ProducesAn intent profile and an audience profile

Agentic specialists in this layer

Intent AgentBid, renewal, security review or negotiation?
Audience AgentProcurement, legal, security reviewer or executive
Tone AgentSets depth, language and detail per reader

Services it provides

  • Intent classification for each document
  • Audience profiles and reading level
  • Different views for different recipients
  • Deadline and milestone detection
Speaks IntentAudience
LAYER 03 · RULES

Your playbook is what the skilled agents are built from.

It holds your approved positions, limits, sources and approval rules for each domain. The skilled agents are generated from this data, answer within it, and stop where a person has to decide.

ReceivesIntent, audience and your policies
→
ProducesApproved positions, limits and approval routes per domain

Agentic specialists in this layer

Playbook AgentApplies approved positions and fallbacks
Policy AgentChecks claims against policy and compliance
Approval AgentRoutes commitments to the right person

Services it provides

  • Approved positions and fallback language
  • Topic blocks and redaction
  • Approval thresholds and named approvers
  • Playbook versioning and history
Speaks PolicyApprovals
LAYER 04 · GENERATION

The AI Skilled Agent builds an agentic team for each document.

From the document’s intent and the data in your playbook, it generates the skilled agents this document needs. Then it plans the work back from the deadline, checks the evidence and keeps the document moving. You manage the customer. It manages the document.

ReceivesDocument model, intent, audience and playbook data
→
ProducesA set of skilled agents, a plan, status and a short list of decisions

Agentic specialists in this layer

PlannerBuilds the plan back from the deadline
GeneratorBuilds a skilled agent from the playbook data for each domain the intent needs
ReviewerChecks evidence and consistency
EscalationBrings you only the decisions

Services it provides

  • Plan and track to the deadline
  • Generate skilled agents from your playbook
  • Verify before anything leaves
  • One-tap decision queue for people
Speaks GeneratePlanVerify
LAYER 05 · SKILLED AGENTS

Agentic skilled agents, generated for this document.

Each skilled agent is built from the playbook data for its domain, for the intent of this document: security, pricing and legal for an RFP, legal and compliance for a contract. They draft, check and cite, and a security question never goes to the pricing agent. Every one is agentic: it plans, uses tools, and asks you when a person has to decide.

ReceivesQuestions routed by intent, with context and playbook limits
→
ProducesDrafted answers with citations and flagged gaps

Agentic specialists in this layer

Product AgentFeatures, roadmap-safe answers
Security AgentControls, certifications, evidence
Pricing AgentQuotes within approved ranges
Legal AgentTerms, clauses, fallbacks
Finance AgentPayment terms and commercial checks
Compliance AgentPolicies, regulations, audits

Services it provides

  • Draft answers with citations
  • Check against approved sources
  • Flag gaps and conflicts
  • Reuse approved answers
Speaks DraftCiteCheck
LAYER 06 · NETWORK

The agent talks to other agents.

You send the agent, not the file. When the other side has an agent, it asks yours over A2A, and requests document data over MCP. Only what your playbook allows, all logged.

ReceivesQuestions and data requests from other agents
→
ProducesScoped answers, data on request and an audit trail

Agentic specialists in this layer

A2A GatewayAgent-to-agent conversations with the other side
MCP ServerExposes document data and tools on request
Identity AgentChecks who is asking and what they may see

Services it provides

  • Agent-to-agent Q&A over A2A
  • Data and tools on request over MCP
  • Scoped permissions per counterpart
  • Full audit trail of every exchange
Speaks A2AMCPSSOWebhooks
File or agent

A file waits. An agent works.

A file waits to be read. An agent answers, follows your playbook and brings you back the decisions.

SEND A FILE

Attach it. Then wait.

  • Questions arrive by email, days later
  • Every version is a new attachment
  • No one knows which answer was approved
  • The other side's AI tools read a static PDF
Email›Wait›Question›Wait›v7_final
SEND AN AGENT

Share it. It manages itself.

  • Answers questions from people and from other agents
  • Follows your playbook, with sources for every answer
  • Gives data only on request, only what is allowed
  • Brings you the decisions. Keeps one version and one audit trail
Send›Answers›Decision›Done
Intent and audience

One document. Different readers. The right answer for each.

The AI Skilled Agent adjusts depth, tone and which skilled agents answer to the person or agent on the other side.

SAME QUESTION

"Tell us about hosting, cost and terms."

Depth
Formality
Technical
PROCUREMENTCommercial clarityPricing AgentLegal Agent

Pricing is by monthly document volume. Contract length, renewal and payment terms are in section 6.

Style: Short, plain, price and terms first.

Sources: Pricing sheet, Master terms §6
SAME QUESTION

"Tell us about hosting, cost and terms."

Depth
Formality
Technical
SECURITY REVIEWEREvidence firstSecurity AgentCompliance Agent

Data is encrypted in transit. Hosting regions and access controls are described in the security addendum, with evidence available on request.

Style: Controls, certifications, shared evidence.

Sources: Security addendum p.4, Compliance register
SAME QUESTION

"Tell us about hosting, cost and terms."

Depth
Formality
Technical
LEGALPrecise languageLegal AgentCompliance Agent

The liability cap follows our standard terms. If you need a change, the approved fallback is shown and anything outside it goes to our counsel.

Style: Clause-level answers with fallbacks.

Sources: Master terms §9, Playbook v4
SAME QUESTION

"Tell us about hosting, cost and terms."

Depth
Formality
Technical
EXECUTIVEThe short versionProduct AgentFinance Agent

This covers your three priorities and meets your timeline. Two items need a decision from your side this week.

Style: Outcome, risk and next decision.

Sources: Summary of Acme RFP response
Agent to agent

When the recipient’s agent asks, yours answers.

The other side can use an AI assistant too. Your AI Skilled Agent talks to it over A2A, and shares data over MCP only when your playbook allows it.

M
Your AI Skilled AgentManages the Acme RFP
N
Recipient’s agentNorthwind buyer assistant (example)
A2AMCPYou
PLAYBOOK RULEHosting-region commitments need Legal and Security approval before they are given.
● LIVE · ACME RFP (EXAMPLE)
RECIPIENT’S AGENT · A2AWhich regions will the service be hosted in? We need Germany-only.
AI Skilled Agent: playbook match → hosting.region is a commitment. Asking the Security skilled agent for the approved position.
RECIPIENT’S AGENT · MCP REQUESTdocument.get_section("security/hosting")
Scope check passed: 1 of 14 sections shared. Request logged.
YOUR AGENT · A2AHosting is available in Germany. Source: Security addendum, p.4. A formal commitment is pending approval.
DECISION FOR YOUApprove a Germany-only hosting commitment?
ApproveEditAsk why
YOUR AGENT · A2AConfirmed in writing. Updated document v3 is available.
The flow

From one document to an agent that works on both sides.

Follow a document from your desk to the other side and back. Click a step to see where it happens.

YOUR SIDEOTHER SIDE 4Agent to agent Questions and answers · A2A
Data requests · MCP
2Generates skilled agents from your playbook 6Needs your OK
Your documentAcme RFP (example)
AI Skilled AgentReads the intent and the need
Recipient’s agentBuyer, client or partner
ProductAgentic skilled agent
SecurityAgentic skilled agent
PricingAgentic skilled agent
LegalAgentic skilled agent
YouApprove decisions
A2AAgent to agent

The recipient’s agent asks your agent a question and gets an answer, with the page it came from.

MCPData access

The recipient’s agent asks for one specific piece of data. Your playbook decides if it is shared, and it is logged.

Team planning together in a modern office
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