AI-Agents for Document Control in Request Intake working with Microsoft Office 365
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Keep checked PDF links tied to the right source rows.
Your team gets checked PDF links in the spreadsheet, with clear issues on rows that need a fix.
10 toolsPut project document pages in order and attach the finished PDF.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
8 toolsSave screenshot transcripts for shared document review.
Get copyable text from screenshots right in your review thread, with a shared file and clear marks where the image needs another look.
8 toolsEmail document reviewers the name and link of each new file.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
27 toolsAssemble project report pages into one shared PDF and send its link.
Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.
8 toolsFind the requested project document and flag blocked access.
Your coworkers get a shared file link they can open, or a clear next step when the file or access needs attention.
7 toolsAssemble project files in the listed order and share one PDF link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
14 toolsRequest power of attorney forms missing from the signed-file folder.
Missing power of attorney forms become clear tasks for requesters before legal approval continues.
33 toolsStore checked PDFs beside their HTML sources for retrieval.
Your team can pick up a readable PDF beside a finished HTML file, after its text and layout pass a check.
6 toolsFind the right project document from a colleague's clues.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
10 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.
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