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AI-Agents for Case Coordinators in Request Intake working with Microsoft Office 365

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

Merge Case PDFs

Merge ordered case PDFs and put the packet link on the case.

Your case owner gets a combined PDF linked on the case, with pages in your listed order and the file stored in your shared folder.

Works with7 tools
Add Intake Submissions

Check client intake forms before adding them to the case tracker.

Keep your tracking table focused on valid form responses, with an email explaining what was added or what needs fixing.

Works with5 tools
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AI-Agents for Request Intake working with Microsoft Office 365 131 Agents AI-Agents for Case Management in Request Intake 6 Agents AI-Agents for Case Management working with Microsoft Office 365 3 Agents