Complete AI Training
Sign inGet my AI kit

Your job's AI kit

Get your AI kit

Tell us who you are and what you do. We show you your kit right away and email you the link: skills, prompts, AI agents, MCP servers and courses for your job.

500+ jobs ready, and we make a kit for any other job. No payment needed to look.

Share

AI agent for notaries

Remote Online Notarization Platform Audit Agent

Make sure every remote notarization meets the platform and state requirements and fix gaps in time.

ComplianceQuality controlRisk managementLegal
See how it worksGet access
Remote Online Notarization Platform Audit Agent: what goes in, what the agent does and what you get

What it does

Remote online notarization has extra rules: the session must be recorded, identity proof must be done, the seal must be tamper-evident and the journal entry must be complete, and records must be kept for a set time. A gap can invalidate an act. The agent reviews each completed session for the recording, the identity proof, the electronic seal and the journal entry, and checks retention periods. It lists gaps and, for each one, proposes a fix or a documented exception. It re-checks after any correction. The notary approves corrections and any client notice. Edge case: a recording ends 40 seconds before the signing, so the agent flags the session for review.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Remote session closes 2 USES A TOOL Load the session record and recording 3 DOES Check the recording covers the full act 4 DOES Check the identity proof and credential analysis 5 DOES Check the electronic seal and journal entry 6 CHECKS THE RESULT Are all required parts present and complete? If not: List each gap and propose a fix or documentedexception. Back to step 3. 7 YOU APPROVE Notary approves corrections and any client notice 8 USES A TOOL Apply approved corrections and update the journal 9 USES A TOOL Check retention dates for older sessions 10 CHECKS THE RESULT Are all sessions within their retention period andcomplete after the fixes? If not: Re-check the corrected sessions and flag anyexpiring records. Back to step 3. 11 RESULT Session audit log
Read the steps as a list
  1. Remote session closes
  2. Load the session record and recording
  3. Check the recording covers the full act
  4. Check the identity proof and credential analysis
  5. Check the electronic seal and journal entry
  6. Are all required parts present and complete?If not: List each gap and propose a fix or documented exception. Back to step 3.
  7. Notary approves corrections and any client noticeThe agent waits here for your OK.
  8. Apply approved corrections and update the journal
  9. Check retention dates for older sessions
  10. Are all sessions within their retention period and complete after the fixes?If not: Re-check the corrected sessions and flag any expiring records. Back to step 3.
  11. Session audit log

How it decides

A session passes when all required parts are present and intact. Each missing or damaged part gets a fix or a written exception. Retention dates are checked monthly.

  • A recording that does not cover the full act is a gap
  • A missing identity proof is a gap with no exception unless the state allows one
  • A journal field missing is added only from source records
  • Records near the end of retention are flagged 60 days before

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • State rules and retention period
  • Fields required in a journal
  • Warning period for retention (default 60 days)
  • Platforms audited

What keeps you in control

It always asks you first

  • Notary approves corrections
  • Notary approves any notice to a client

Hard limits

  • Never edits a recording or invents a journal entry
  • Never sends a notice to a client without approval

It stops when

  • Done: all sessions pass
  • Stop: a session cannot be fixed, so the notary decides on the exception

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensAfter a mortgage signing, the agent found the recording ended 40 seconds before the final signature and the journal missed the signer address. The check failed. It found the address in the intake form and proposed adding it. The recording gap needed a documented exception. The notary approved both. A re-check passed and the retention date was set.

More agents for notaries

Quality control · Legal

Translation and Certification Check Agent

A document set with accurate translations and the certification the receiving authority requires.

10 steps1 check2 jobs
Administration · Budgets and money

Notary Fee and Mileage Log Agent

Each appointment is billed accurately within the fee rules, and mileage is logged for records.

10 steps1 check1 job
Risk management · Quality control

Remote Notarization Session Readiness Agent

Remote sessions start on time with valid credentials, a qualifying document and a working signer setup.

9 steps1 check1 job
Compliance · Risk management

Out-of-State Document Acceptance Agent

The notarized document will be accepted at its destination.

10 steps1 check1 job