AI-Agents for Document Control 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.
Store merged PDFs in the shared folder and link each request.
Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.
6 toolsComplete approved phase folders and reuse existing project files.
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 sections and check who can open them.
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 contracts with their matching signing logs.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
5 toolsCopy the current filing template and flag any 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.
