AI-Agents for Document Control 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.
Email 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 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 toolsPost text from linked document images beside review tasks.
Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.
11 toolsBundle text from project document scans with source labels.
Your batch of photographed or scanned pages becomes a searchable document, with every transcript labeled so you can compare it with its source image.
4 toolsConvert incoming image files into linked review documents.
Get text from screenshots and photographed pages in a review document, with unclear passages marked for your team.
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.
6 toolsCheck file versions before linking documents to review packets.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
6 tools
