Most AI tools work the same way for every customer. They have no awareness of the contracts your team flags, the suppliers your invoices come from, the policies your business runs on or the exceptions that fill your team's day. Even when their output looks plausible, it leaves your people bridging the gap on every task.
The answer is Actio, AIDA's proprietary agentic AI architecture. It lets you build your own specialised AI agents, each focused on a defined task and aligned with your way of working, and run them across the chat, in the background, on a schedule or on document events.
Because Actio is built directly on top of AIDA's industry-leading data extraction and classification, every agent inherits the platform's understanding of your documents from day one. There is no separate training, no parallel data pipeline and no integration project to plan around.
Agentic AI grounded in your business data
Standalone AI agents start from zero. They have to be told what your document types are, how your fields are named, what your relations look like and where exceptions tend to hide. Setting that up is a project on its own, and it takes constant work to keep the accuracy in line with the platform your team already uses.
Actio works at two layers. The first is AIDA's industry-leading environment for categorising documents and extracting their data with case-by-case accuracy. The second is the agentic layer itself, where specialised AI agents reason on top of that data and produce the deliverables your team actually needs.
Every Actio begins where AIDA already knows your business: the document types you process, the fields you extract, the relations you have defined. Agents can also pull external context from the public web when needed, for regulations, supplier sites and industry references. Day-one accuracy comes from the foundation; specialisation comes from the agent on top.
Build the AI specialists your business needs
Every team has work that asks for a defined skill set. A reviewer for incoming contracts. A translator for supplier invoices. An assessor for case files. A drafter for collection emails. The way each one is done in your organisation is unique, and a generic assistant tends to describe the work in general terms, missing the specifics that matter.
With Actio, you create your own AI agents through a guided wizard chat. The wizard asks what the agent should do, which document types it works on, and walks you through naming, description and instructions in plain language. You stay in business terms throughout, and a configured Actio comes out the other side, ready to be used by your team.
Each Actio can be scoped to specific document types, given its own tone of voice, and constrained to a defined set of tools or actions. Configuration lives in plain text, so anyone on the team can update an agent later as the business evolves. There is no code to maintain and no integration project to revisit.
Multi-agent orchestration for complex work
Some jobs are too big for a single specialist. Valuing a portfolio of non-performing loans, reconciling thousands of payments against hundreds of invoices, or assessing every contract in a sales pipeline asks for more than one defined skill set in sequence.
With Actio, agents call other agents. A coordinator Actio identifies the right documents, dispatches each one to the relevant specialist, and combines the results. The main chat is automatically aware of every Actio you build, so a single user request flows to the right agent without manual hand-off.
Throughout, Plan Mode keeps every step visible while the orchestration runs. Each item updates in real time as the work progresses, with a short summary of the outcome and a clickable link to the source document. Long, repetitive jobs become visible, auditable and resumable, giving teams the confidence to delegate increasingly strategic work to Actio.
From chat to schedule to document event
Some work starts in chat. Some work belongs to the calendar or the inbox. Most teams have both, and the gap between manual workflows and scheduled jobs costs time, attention and visibility.
Any Actio you build runs in three modes. In the chat, where your team triggers it on demand. On a schedule, where it runs autonomously every morning at 9, every evening at 6, or whatever time the work needs. On a document event, where it fires the moment a contract is approved, an invoice is archived or a case file is closed.
Every run leaves a complete record. Background executions drop a notification linked to the chat that contains the full conversation, the documents consulted and the artefacts produced. The platform's persistent memory captures corrections and preferences along the way, so the same question on the same data converges to the same correct answer over time.
Real-world deployments across high-volume professional work
Actio is already in production across document-heavy work, with two flagship deployments showing the multi-agent orchestration pattern at scale.
Take NPL portfolio valuation. Hundreds of document types are categorised into uniform case files. Specialised Actio extract key dates, asset values and legal terms from each document. A coordinator runs the case-by-case assessment, and a final Actio consolidates the results into a standardised group-wide valuation, with every total produced by AIDA's verified arithmetic so the figures stand up to audit. The deliverable: charts and tables in AIDA, an Excel export for stakeholders, and a written report with context and recommendations.
Or take cash-flow management in M&A due diligence. A single Actio routes incoming payments across a hundred-plus methods worldwide. It writes to the end customer in their own language, gathers their replies and, when needed, updates the payment method directly with the customer or chases overdue invoices. It then pairs each payment with the right fiscal document and reconciles against the relevant invoice. A coordinator consolidates monthly, quarterly and annual cash-flow statistics, and a forecasting Actio projects realistic future flows. Same deliverable pattern: charts in AIDA, Excel for stakeholders, accompanying report.
The same orchestration fits procurement reviews, claims handling, compliance audits, supplier onboarding and any other recurring workflow that crosses multiple document types and touches multiple professional specialisations. Every recurring document decision your team makes today can be encoded as an Actio tomorrow.
