AI-Agents for Document Control working with Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Flag Duplicate Files

Flag exact copies before project documents change hands.

You can review marked extra copies and their locations before handing a shared folder to another team.

Works with30 tools
Email New File Links

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.

Works with27 tools
Find Duplicate Files

Flag identical project documents across subfolders for review.

You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.

Works with27 tools
Save Email Attachments

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.

Works with12 tools
Send Duplicate File Report

Show which document copies remain and which decisions need a check.

Your duplicate file report lands in your inbox with copy locations and decisions, so you can spot anything that needs your review.

Works with24 tools
Send Handoff Notes

Log each send result as approved handoff files go to named contacts.

See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.

Works with19 tools
Trash Duplicate Files

Trash exact file copies and show which project file remains.

Keep shared project folders tidy: this cloud duplicate file finder trashes confirmed extras and emails owners a Friday cleanup log.

Works with28 tools
Create Project Folders

Create 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.

Works with15 tools
Create Construction Project Folders

Build 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.

Works with10 tools
Sort Project Files

Move 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.

Works with18 tools
Add Missing Project Folders

Add 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.

Works with17 tools
Request Missing Authority Forms

Request power of attorney forms missing from the signed-file folder.

Missing power of attorney forms become clear tasks for requesters before legal approval continues.

Works with33 tools
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