Request → Identify Evidence → Gather → Organise → Build Packet

Compliance Evidence Pack Agent

Assembles documentation into audit- or claim-ready packets, so when a dispute or audit lands the evidence is already gathered instead of scattered across systems.

The Problem

When a dispute hits, the evidence is scattered across systems.

Assembling evidence for an audit or claim takes hours of searching through files.

What Changes

Documentation assembled into an audit-ready packet.

Pulls together the required documentation into an organised, audit-ready packet. When the auditor asks, the evidence is already assembled.

Humans stay in control: Your team reviews and uses the packet. The agent gathers and organises the evidence. It removes the scramble, not the review.

HOW THE AGENT WORKS

TRIGGERLLMAPIDECISIONACTIONWAIT

TRIGGERPack RequestedA dispute, audit, or claim needs evidence

LLMIdentify EvidenceDetermine what documents are needed

APIGather DocumentsPull records from each source

LLMOrganiseOrder and label the evidence

DECISIONComplete?

ACTIONBuild PacketAssemble the audit-ready record

The agent doesn't decide the outcome. It assembles the evidence into a packet. Your team reviews and uses it.

HOW TO BUILD IT

Three levels of depth. Pick the one that matches where you are.

For the ops person who needs to understand what's involved and brief their team.

Your RecordsAcross systems

The AgentWorkflow engine + LLM

Your PacketAudit-ready

WHAT YOUR TEAM PROVIDES ONCE

Evidence map - what documents exist and where
Pack types - the evidence needed per dispute or audit type
Source access - the systems records live in
Packet format - how evidence should be organised
Completeness rules - what makes a packet defensible

What happens day-to-day: A dispute or audit request comes in. Instead of someone hunting across the PMS, email, and document store, the agent identifies the needed evidence, gathers it, and assembles an organised packet, so the team responds with a complete record fast.

For the IT person or technical lead who needs to scope the integration.

INQUIRY SOURCES

PMS

Document store

Email / records

WORKFLOW ENGINE (N8N)

Trigger

LLM - Identify evidence

API - Gather documents

LLM - Organise

Branch - complete?

Build packet

Flag gaps

CONNECTS TO

PMS (Yardi / AppFolio)Read: tickets, ledger, lease, notices

Document store (Box etc.)Read: contracts, photos, records

Email / records archiveRead: correspondence

PDF builderAssemble the evidence packet

WITHOUT PMS API

Agent works from provided documents and organises them into a packet outline for manual completion.

WITH PMS API

Agent gathers evidence across systems and assembles a complete packet automatically. Best experience.

For the person who wants to build this agent step by step. Each node below maps to an n8n workflow node.

TRIGGERNode 1

Trigger - Pack Requested

A dispute, audit, or claim request initiates the pack.

Output: { pack_type, subject_id, context }

LLMNode 2

LLM - Identify Evidence

Determine the documents needed for this pack type.

Output: [{ document, source, why }]

You determine the evidence needed for a compliance packet.

Given the PACK TYPE and the EVIDENCE MAP, list the documents to gather: document, source, why.
Respond ONLY with a valid JSON array.

PACK TYPE: {pack_type}
EVIDENCE MAP: {evidence_map}
CONTEXT: {context}

INPUT

pack_type: deposit_dispute; subject: former tenant unit 214

OUTPUT

[
  { "document": "move-in condition record", "source": "document store", "why": "Establishes baseline" },
  { "document": "move-out inspection + photos", "source": "PMS", "why": "Shows damage" },
  { "document": "repair invoices", "source": "AP", "why": "Substantiates charges" },
  { "document": "lease deposit clause", "source": "lease store", "why": "Authorises deductions" }
]

APINode 3

HTTP Request - Gather Documents

Pull each identified document from its source system.

Output: { gathered[], missing[] }

LLMNode 4

LLM - Organise

Order and label the gathered evidence into the packet structure.

Output: { ordered_sections[], index }

You organise gathered evidence into an audit-ready packet.
Order the documents per PACKET FORMAT, label each, and build an index. Respond ONLY with valid JSON.
PACKET FORMAT: {packet_format}
GATHERED: {gathered}

OUTPUT

{
  "ordered_sections": ["1. Baseline (move-in)", "2. Move-out condition", "3. Cost backup", "4. Lease authority"],
  "index": "4 sections, 11 documents"
}

DECISIONNode 5

Condition - Complete?

IF all required evidence gathered → build. ELSE → flag what is missing.

Output: Branch: COMPLETE (build) or GAPS (flag)

ACTIONNode 6

Build Packet

Assemble the organised evidence into a single audit-ready packet for the team.

Output: Audit-ready evidence packet built.

MVP vs Advanced — Where To Start

MVP — START HERE

Manual request
Provided documents
Manual gathering
Manual organisation
Packet outline
Email gaps

ADVANCED — ADD LATER

Full Video Walkthrough Coming Soon

From a dispute to an audit-ready packet - step by step.

Everything on this page is free to learn.

When you're ready to build — do it yourself or bring us in.

Book a call to scope this

OTHER AGENTS IN LEASING & MARKETING

Data Retention and Privacy Agent

Applies retention rules and cleans up sensitive documents on schedule

Move-Out Charges Evidence Pack Builder

Builds dispute-ready records for deposit deductions

Adverse Action Notice Builder

Drafts complete adverse action packages with required elements

Incident Documentation Agent

Guides structured incident capture, produces consistent reports

Frequently asked questions

Compliance Evidence Pack Agent is an AI agent that assembles audit-ready or claim-ready documentation packets.

When a dispute hits, the evidence is scattered across systems. The Compliance Evidence Pack Agent addresses this — it assembles audit-ready or claim-ready documentation packets.

No — your team stays in control. Your team reviews and uses the packet. The agent gathers and organises the evidence. It removes the scramble, not the review.

This is 2 of 8 agents in Compliance, Risk & Legal. → · Explore all 10 departments →