Each playbook in under a minute
What the example agents in each industry check, and who decides when a check fails.
What Open Docy is
The open-source, self-hosted edition of Docy AI, in a minute.
Pick your industry
Family office
Deal intake, due diligence, committee memos, onboarding, capital calls, bill pay, insurance and reporting.
Virology and life sciences
Certificates of analysis, batch records, sample intake, deviations and CAPA.
Restoration and property claims
Estimates, drying logs, supplements and job-file close-out.
Property
Due diligence, lease obligations, title and compliance checks.
Finance and lending
Credit assessment, loan documentation and lending compliance.
Accounting
Invoice and PO matching, receipt validation and reconciliation.
Energy
Rebate certification, renewable compliance and regulatory filings.
Procurement
Contract review, supplier onboarding and tender compliance.
Supply chain and logistics
Shipping documents, certificates of origin and cold chain deliveries.
Construction contract administration
Subcontractor compliance, progress claims, variations, payment schedules and EOT notices.
Hazardous waste
Manifest checks, waste profile acceptance and LDR notices.
Insurance claims
Claim intake, policy coverage and fraud red flags.
Most of the agents shown have been tested. More playbooks are on the industries page.
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