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Product News: M-Files Custom Agents — Public Beta Available for Customers Now

Sirpa Levola

We're excited to introduce a public beta for M-Files Custom Agents, a new capability that brings AI-driven automation into M-Files workflows. Custom Agents handles the workflow steps that depend on reading content and determining what happe...
- 24 Jun 2026

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New Case Study: With the help of M-Files, Valeo Financial Advisors was able to standardize client deliverables and maximize collaboration

Heidi Immonen

Located in Carmel, Indiana, Valeo focuses on its clients’ entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning, providing peace of mind that can only come from knowing all asp...
- 9 Aug 2023