AI-Agents for Document Processing Specialists in Request Intake working with Microsoft SharePoint

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

Insert Emailed Database Entries

Validate submitted fields and flag exact corrections before entry.

Turn emailed entry requests into database rows, with a reply that confirms the ID or tells the sender what to fix.

Works with17 tools
Convert HTML Files

Check PDF text and pages before returning each HTML conversion.

Get PDF copies of HTML files submitted through your form, with text and pages checked before the files go back to submitters.

Works with13 tools
Convert HTML Files

Convert incoming HTML documents into checked PDFs.

Your team can pick up a readable PDF beside a finished HTML file, after its text and layout pass a check.

Works with6 tools
Convert Image to Text

Transcribe linked document images and flag unclear words.

Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.

Works with11 tools
Convert Images to Text

Convert each incoming page image into labeled text for review.

Your batch of photographed or scanned pages becomes a searchable document, with every transcript labeled so you can compare it with its source image.

Works with4 tools
Convert Images to Text

Transcribe each scanned page under its filename.

Your reviewer gets an editable document with text in page order, labeled by image filename and marked where the print is unclear.

Works with
Merge PDF Documents

Merge each request's PDF links into a single filed document.

Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.

Works with6 tools
Transcribe Review Pages

Turn photographed pages into ordered text on the matching case.

Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.

Works with12 tools
Convert Excel to CSV

Convert uploaded spreadsheets into CSV files for the next handoff.

Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.

Works with4 tools
Convert PDFs to CSV

Convert incoming report PDFs and note cells that need checking.

Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.

Works with
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