Can AI draft my warranty claims and parse vendor invoices?
Auto Advisor's Documents agent drafts a warranty claim for eligible closed repair orders inside a 365-day window, parses vendor-invoice text into structured line items with a deterministic parser that flags total mismatches, and audits repair-order write-up hygiene. Every money figure is extracted by pattern matching, never generated by AI, and a human submits everything.
What does the Documents agent actually do?
Turns the paper trail, vendor invoices, warranty claims, RO write-ups, and SOPs, into checked drafts a human confirms, so recoverable dollars stop leaking through paperwork.
- 01
Drafts a warranty claim for every eligible closed RO inside a 365-day window; the recoverable figure is the RO's stored total from pure code, never an AI guess.
- 02
Parses vendor-invoice text into structured vendor, invoice number, line items, and totals with a deterministic parser, and flags declared-versus-computed total mismatches for a human to reconcile.
- 03
Audits repair-order write-up hygiene (complaint, cause, correction), scores a pass rate, and queues a draft fix flag per incomplete RO.
- 04
Ingests SOPs and price matrices as sanitized shop documents whose summaries feed the platform's learning loop.
What it reads to do the work
- Your closed service orders
- Vendor-invoice text, RO write-up fields, and SOP documents supplied through the dashboard or API
- The autonomy mode you set for it (Off ingests and drafts nothing)
How do I stay in control of what it does?
Every agent runs in the mode you choose, Off, Approve, or Auto, and every agent starts in Approve so a human signs off before anything happens. Here is what Documents can do, with the gate on each action, and the rails that hold in code, not in a policy document.
The actions, and their gates
- Queue a warranty-claim draft a human submitsYou approve it
- Queue a parsed vendor-invoice draft with any total mismatch flaggedYou approve it
- Queue an RO hygiene fix flagYou approve it
- Store sanitized shop documents internallyRuns logged, no tap needed
The guardrails, held in code
- Draft-only for claims, flags, and invoices in every mode; a human submits the claim.
- Every money figure is regex-extracted from the document, never AI-generated.
- Raw invoice and SOP text is sanitized and fenced before storage, so untrusted prose can never steer a later prompt.
- Per-run caps and one-per-document-per-day idempotency.
- It never writes back to your DMS and never produces anything customer-facing.
What does Documents not do yet?
Every claim on this page maps to shipped, tested code, and the same discipline applies to the limits. Here is where the edge of the product is today, stated plainly, so nothing on your shop rests on a promise.
- Warranty eligibility is a broad screen today (closed ROs inside the window, full RO total flagged); it does not yet detect warranty-specific parts or failure codes, so treat each draft as a lead your office verifies before filing.
- The RO hygiene audit runs on write-up text supplied to it; it cannot yet pull complaint, cause, and correction out of your DMS on its own.
- It runs when triggered, not yet on a timer.
Which numbers does Documents actually move?
Only measured numbers are listed here; a metric the product does not compute does not get claimed.
- Warranty dollars flagged as recoverable per run
- RO write-up hygiene pass rate per audit
The rest of the crew
Documents is one of fifteen agents. Each has its own charter page, its own autonomy dial, and the same honesty rule.
Put Documents to work in your shop.
Request a Service-Drive Audit. We map exactly where the crew recovers time and revenue, on your numbers, in a live demo on sample data.
No obligation · no high-pressure pitch · plain, public pricing