What the Agent Configures
Workspace Structure
- Department-based workspaces (Finance, HR, Legal, Operations, Marketing)
- Project-based workspaces (per client or per project)
- Document type workspaces (Contracts, Invoices, Policies, Templates)
- Access permissions per workspace
- Default tags per workspace
Document Tags
| Tag Category | Tags |
|---|---|
| Status | Draft, Under Review, Approved, Expired, Archived |
| Priority | Urgent, High, Normal, Low |
| Type | Contract, Invoice, Policy, Report, Template, Legal |
| Department | Finance, HR, Legal, IT, Sales, Operations |
| Confidentiality | Public, Internal, Confidential, Restricted |
Approval Workflows
- Contract approval: Legal → Finance → Management
- Policy approval: Author → Department Head → HR/Legal
- Expense report attachment: Employee → Manager → Finance
- Marketing material: Creator → Brand Manager → Legal
Automated Filing Rules
- Email attachments → auto-file to relevant workspace based on sender
- Invoice PDFs → auto-tag as "Invoice" and route to Finance workspace
- Signed contracts → auto-move to Contracts workspace with "Approved" tag
- Employee documents → auto-file to HR workspace per employee
Document Templates
- Contract templates with variable fields
- NDA templates
- Proposal templates
- Meeting minutes templates
- Policy document templates
Retention Policies
- Financial documents: retain 7 years
- HR documents: retain duration of employment + 3 years
- Contracts: retain duration + 5 years
- Marketing materials: retain 2 years after last use
- Automatic archival reminders
Integration Points
- Accounting — Invoice attachments auto-linked to vendor bills
- HR — Employee documents (contracts, IDs, certificates) linked to employee records
- Sales — Proposals and contracts linked to opportunities
- Sign — Document signing workflow integration
- Spreadsheet — Financial models and reports stored as documents
Getting Started
Deploy Odoo with Documents on DeployMonkey. The Documents module is Enterprise-only. Describe your document management needs and the AI agent creates the workspace structure, tag taxonomy, and filing rules.