AI-Agents for Document Filing working with Microsoft Office 365

Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.

Archive News Articles

Your team gets readable article copies without hunting for earlier saves. Researchers get the archive link back in their email thread.

Works with7 tools
Send New Hire Packets

Your new hire packets go out after HR approval, with a receipt showing what you sent and which forms still need signatures.

Works with10 tools
Request Manager Signature

Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.

Works with10 tools
Save Flagged Email Attachments

Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.

Works with5 tools
Archive Email Attachments

Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.

Works with5 tools
Create Project Folders

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
Assemble Driver Packet

Your truck driver new hire packet comes together in a private folder, with the signature list waiting in your HR chat.

Works with10 tools
Assemble New Hire Packets

Get a printable new hire packet PDF in your HR chat, with your chosen forms in order and every page checked before you send it.

Works with12 tools
Merge PDF Files

Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.

Works with14 tools
Sort Project Files

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

Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.

Works with17 tools
File Signed Agreements

Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.

Works with5 tools