AI-Driven Document Automation Setup

I’m ready to streamline my small office, starting with document management. The priority is a system that can automatically file every incoming document, allow my team to edit or collaborate on those files in real time, and then archive them for fast, reliable retrieval later.

Beyond the core workflow, I want lightweight AI woven in to handle automated tagging and categorisation so files surface instantly when we search or trigger downstream processes. If your preferred stack already includes smart search or data-extraction modules, let me know—those could be next on the roadmap once the first phase proves itself.

What I need from you:

• Design or recommend the best-fit platform (SharePoint, Google Workspace, Notion, dedicated DMS—open to options).
• Configure automated filing rules, collaboration permissions and a sensible folder / metadata structure.
• Implement AI tagging so new documents are categorised without manual effort.
• Provide a short hand-off guide or loom walkthrough so my team can keep the system tidy long-term.

If you’ve rolled out a similar solution before and can deliver a clean, low-friction setup, I’d love to hear how you’d approach it and an estimated timeline for going live.