How can I automate splitting client tax documents into organized PDF workpaper files and tracking PBC (provided by client) checklists?

One firm organizes workpapers into categories like W2s, portfolio income, and retirement income, with each document type broken into its own PDF file. They've built a rudimentary system that automatically splits incoming multi-page PDFs into these separate files. The long-term goal is to link this process to their Air Table database of clients so the system can automatically build and check off PBC (provided-by-client) document checklists as documents come in. The member described it as 'nothing glamorous, but all things designed to save us time.'