AI-Agents for Document Processing 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.
Convert incoming HTML files and email checked PDFs to requesters.
Get PDF copies of HTML files submitted through your form, with text and pages checked before the files go back to submitters.
13 toolsTurn each submitted page photo into text on its matching case.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
12 toolsTurn uploaded workbooks into CSV files with a result note.
Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.
4 toolsTurn report PDFs into CSV files and note cells needing review.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.
