NewSee it work
AI collection agent

The AI agent that collects documents from your customers.

Tell it what you need and when. It emails your customers, answers their questions, checks every upload and chases what's missing until it's all in, then everything is deleted once the job is done.

AI collection agent

It does the chasing. You get the finished file.

Tell the agent what you need and when you need it by. It owns the collection from the first email to the last missing page, in your tone, within your rules.

  • Emails each customer a private link, from your business, with your forms attached
  • Answers their questions by email reply or in the chat on their upload page
  • Checks every upload and asks for a redo on the spot
  • Paces reminders to your “needed by” date, then follows up on what's missing
  • Hands off to you when a person is needed, and tells you when it's done
How the agent works

AI agent · Jay Patel

Tenant application · needed by Oct 24

Complete
  1. Sent the request Oct 9 · 9:02 am

    Branded email with the checklist and your application form attached.

  2. Answered a question Oct 9 · 7:41 pm

    Can I send a bank statement instead of pay stubs?

    Pay stubs are needed for this one: your last two, dated after Sep 1.

  3. Caught a problem Oct 10 · 8:15 am

    Bank statement is from 2024. Asked Jay for a current one while it was still on screen.

  4. Reminded, paced to Oct 24 Oct 14 · 10:00 am

    2 items left. The next reminder comes closer to the date, never right after activity.

  5. Everything's in Oct 16 · 6:20 pm

    All 5 items passed their checks. Summary sent to you.

How it works

Built around the task, not the file.

Every request exists for one purpose, has a defined lifecycle, and disappears when that purpose is fulfilled.

1.0 See the industries
HP

Harbor Property Co.

09:41

Hi Jay, please add your documents for 14 Elm Street here:

Tenant application

tangentflow.com/w/8fK2…

WhatsApp Email QR code

01

Send one link

Create a request from a template and share it by link, email, WhatsApp or a QR code on your counter. Customers never create an account.

paystub-aug.pdf

Pay stub · August 2026

Verified

IMG_4021.jpg

Too blurry to read. Retake?

Retake

02

Every file checked on arrival

Blurry photos, the wrong document or an out-of-date statement are flagged instantly, while the customer can still fix it.

14 Elm Street · 5 files

CERTIFICATE

Request deleted

5 files and all personal data erased

sha256 a18b64e9…bd86d4

03

Complete, then forget

Review a clean package with an AI summary, download it to your own systems, and our copy is erased with a certificate.

0:12 / 0:30

Question 1 of 3

What made the biggest difference for you?

QR codes

Scan, shoot, done. Photos and videos from any phone.

For anything that needs a camera, the fastest link is a QR code. Your customer points their phone, and they're on the right item with the camera ready.

Show it, or print it

Hold up a full-screen QR at the counter, on site or at an event, or print a poster where every scan starts a new request.

Straight to the camera

A scan opens the exact photo or video that's needed. Videos open with the recorder ready and your questions on screen.

Laptop to phone in one scan

Customers on a computer scan a code to finish photo and video items on their phone. It all lands in the same request.

No app, no account

It works in the phone's own camera and browser, and every file is checked the moment it's added.

Instant checks

A complete submission, the first time.

Each file is read the moment it arrives and checked against your checklist. Problems are shown to your customer while they can still fix them.

  • Readable and complete

    Blur, glare, cropped edges and missing pages.

  • The right document

    A pay stub is a pay stub, not a bank statement.

  • Current and valid

    Dates within your limits, IDs not expired.

  • Consistent

    Names, addresses and amounts match across files.

Upload check

4 files checked in 3.8 seconds

  • passport.heic

    Passport · valid until 2031

    Verified
  • statement-2024.pdf

    From 2024. We need 2026.

    Outdated
  • IMG_4021.jpg

    Too blurry to read the amounts

    Retake
  • paystub-jul.pdf

    Pay stub · July 2026

    Verified

Your customer sees this instantly

"This photo is blurry. Take it again?"

Industries

One-time tasks, in every industry.

Any business that needs something from a customer, once. Pick a template, adjust the checklist, and share the link.

2.0 Start with a template

Rental application

Property managers

Photo ID, pay stubs and bank statements for every applicant, plus dated room-by-room photos at move-in and move-out.

What gets checked

  • Applicant's name on every document
  • Pay stubs dated in the last 30 days
  • ID not expired
Deleted when the application is complete
How property managers use Tangentflow

Rental application

Customer checklist

2 of 4 ready
  • Photo ID · front and back

    Driver's license · expires 2029

  • Pay stubs · last 30 days

    2 stubs · employer name matches

  • !

    Bank statement

    Dated March. A recent one is needed.

  • Move-in photos · kitchen

    Still needed

Privacy by deletion

The safest customer data is the data you no longer hold.

Tangentflow is the intake step, not another place sensitive documents live forever. Hand off the package, and our copy is erased automatically.

Encrypted in transit and at rest No customer accounts No data in logs DPA available

DELETION CERTIFICATE

Request permanently deleted

Organization
Harbor Property Co.
Files erased
14
Created
2 Oct 2026
Deleted
7 Oct 2026

SHA-256 a18b64e94866c8347c7c8d10cfd12862ce48157e070c5951

0

files kept after a request is completed

2

independent deletion layers on every file

1

certificate issued for every deletion

Pricing

Free to try, simple when you're ready.

Run a real request for free. Go Pro when you want the AI to do the chasing. Cancel any time from your billing portal.

Free

$0forever

To try it with a real customer.

  • 1 request open at a time
  • AI checks each file
  • Full AI autopilot on your first request
  • Files deleted after 7 days
  • Tangentflow badge

Pro

Most popular

$29per month

For businesses collecting regularly.

  • Unlimited requests
  • AI autopilot on every request: answers, reminders, follow-ups
  • Customers reply by email with attachments
  • Your logo instead of the badge
  • Delivery to Google Drive or a webhook
  • Works with AI assistants
  • Files kept for 60 days
Every plan includes Unlimited checklists QR codes & posters ZIP export AI summaries Email delivery
FAQ

Questions, answered.

Still have questions?

We reply within one working day.

No. They open your link or scan your QR code and upload straight from their phone or computer.

Collect, check and forget. Start today.

Set up your first request in under two minutes. Free to try, no credit card.

© 2026 Tangentflow

Collect → Process → Complete → Forget