AI-Agents for Document Controllers 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.
Put checked PDF links beside their source files in the request sheet.
Your team gets checked PDF links in the spreadsheet, with clear issues on rows that need a fix.
10 toolsAssemble project PDFs in the page order listed on each request.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
8 toolsSave ordered screenshot text in the shared review folder.
Get copyable text from screenshots right in your review thread, with a shared file and clear marks where the image needs another look.
8 toolsSend project reviewers the name and link of each new document.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
27 toolsSave ordered project report pages as one PDF in the shared folder.
Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.
8 toolsLocate the right project file and flag any link access problem.
Your coworkers get a shared file link they can open, or a clear next step when the file or access needs attention.
7 toolsCombine project PDFs in manifest order and send the owner a link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
14 toolsKeep checked PDFs beside their source HTML files for retrieval.
Your team can pick up a readable PDF beside a finished HTML file, after its text and layout pass a check.
6 toolsLocate requested project files and flag uncertain matches.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
10 tools
