AI-Agents for Document Controllers in Client Services in Document Filing working with Microsoft Office 365
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Save Email and Attachments
Store the original email beside each named attachment.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
Works with
6 tools
6 tools
File Signed Agreements
Place signed PDFs and their audit pages in the right client files.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
Works with
5 tools
5 tools
Create Project Folders
Create approved phase folders without duplicating existing ones.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
Works with
12 tools
12 tools
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