AI-Agents for Document Control in Document Filing working with Microsoft SharePoint
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
File incoming project documents under their original names.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
12 toolsCreate folders by project ID so approved work starts in the right place.
Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.
15 toolsBuild the approved file sections for each awarded job.
Your project lead gets a construction project folder and its chat link after an award announcement, with any code or access questions called out.
10 toolsMove coded files into project folders and flag name conflicts.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
18 toolsAdd missing filing sections and flag unclear project names.
Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.
17 toolsStore 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 tools
