AI-Agents for Document Filing working with Microsoft SharePoint

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

Save Email Attachments

Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.

Works with12 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
Assemble New Hire Packets

Your HR team gets a new hire packet for the confirmed work state, with a review checklist and any missing forms flagged before delivery.

Works with9 tools
Create Construction Project Folders

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

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
Merge PDF Documents

Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.

Works with6 tools
Create Project Folders

Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.

Works with12 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
Create Project Folders

Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.

Works with5 tools
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