AI-Agents for Records Managers working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Preserve each marked email with its original attachments in one folder.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
6 toolsKeep signed agreements beside their signing records.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
7 toolsEmail the owner a record of kept and trashed files after each review.
Your duplicate file report lands in your inbox with copy locations and decisions, so you can spot anything that needs your review.
24 toolsFind the archived meeting transcript and email it to its organizer.
Get your past meeting transcript by email, without searching recordings or guessing which meeting it belongs to.
6 toolsCheck every flagged email attachment against the archive and report gaps.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
5 toolsPreserve original filenames while archiving old email attachments.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.
5 toolsFind missing signing records for archived agreements.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
8 toolsFind requested records within approved shared folders.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
10 toolsKeep each signed agreement and its signing log in restricted records.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
5 toolsMark exact copies in incoming records before review.
Spot repeated files before you review a team's batch. Your folder shows flagged copies, and a results file shows where their matches live.
6 toolsFind identical records and record which copies remain in the folder.
You can clear exact duplicate files from a shared folder and see what stayed, what went to trash, and what still needs your choice.
6 tools
