AI-Agents for Document Controllers 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.
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.
12 toolsCreate standard project folders and verify section access.
Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.
5 toolsFile signed project agreements and logs in the final folder.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
5 toolsCreate required filing sections and flag folders with missing sections.
Your new projects get a standard folder structure and a link on the delivery schedule, or a clear issue for the coordinator to resolve.
