AI-Agents for Document Conversion working with Microsoft Office 365

Export your tables, convert PDFs, transcribe recordings. Every one is ready to run, and you can adjust it in plain language.

Analyze Bank Statements

Get a transaction list and spending breakdown in your finance database when your team adds a bank statement.

Works with5 tools
Export Database Rows

Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.

Works with11 tools
Export Partner Tracker

Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.

Works with6 tools
Merge Proposal PDFs

Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.

Works with5 tools
Convert Markdown Drafts

Your writers' Markdown drafts become editable Word files in the right shared folders, with links and formatting problems sent back by email.

Works with8 tools
Combine Meeting PDFs

Your meeting readings come together in presentation order, with a single packet link on the agenda for attendees.

Works with4 tools
Convert Excel to CSV

Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.

Works with4 tools
Convert Markdown Reports

Your Markdown reports become dated Google Docs in a shared folder, with a results note linking finished files and naming problems to fix.

Works with4 tools
Export Close Transactions

Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.

Works with4 tools
Import Markdown Files

Your team gets editable documents in the right shared folders, with a report that flags formatting fixes after each Markdown import.

Works with4 tools
Export SQL to Excel

Your report preparer gets a fresh Excel workbook when the SQL reporting table changes. The rows follow your chosen query and headings.

Works with6 tools
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