AI-Agents for Business Intelligence 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.
Load checked team entries into report tables and show import counts.
Your reporting table gets valid new spreadsheet rows every 15 minutes, with import counts and row-specific fixes waiting in the sheet.
13 toolsPrepare incoming report files as CSV and flag malformed source lines.
Your analysts get CSVs from new text exports in a shared folder. A companion report points to source lines that need fixing.
6 toolsPublish a weekly CSV from team extracts for shared reporting.
Get a downloadable CSV from your teams' weekly extracts when the files are usable. See what needs attention in a summary beside it.
5 toolsLoad reporting files into a table and surface import errors.
Keep your PostgreSQL table current as CSV files arrive, with a row count or a clear reason when an import needs attention.
13 toolsConvert recurring PDF report tables into CSV files for the team.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.
Import checked site activity into a queryable table.
Get fresh website activity in your analysis table, with an import tally and a report of rows that need fixing.
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