AI-Agents for Document Review working with Microsoft Office 365

Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.

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
Merge Case PDFs

Your case owner gets a combined PDF linked on the case, with pages in your listed order and the file stored in your shared folder.

Works with7 tools
Draft Jira Release Notes

Your release notes draft turns completed Jira tickets into customer-focused updates. Source links and open questions make your review easier.

Works with9 tools
Request Missing Authority Forms

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

Works with33 tools
Prepare New Hire Packet

Get a private packet folder when files are available, plus a task showing any gaps to fix before you share it.

Works with10 tools
Route Transfer Reviews

Your People Ops coordinator gets a clear review of corrected transfer files while handoff waits for a decision.

Works with11 tools
Attach Creative Briefs

Your reviewers see the brief beside the asset, with the brand decision they need to make clearly stated.

Works with6 tools
Published by Approvals Essentials
Combine PDF Exhibits

Get case exhibits in one PDF, in your requested order, with a link in the case for the support specialist to review.

Works with
Convert HTML Files

Your team can pick up a readable PDF beside a finished HTML file, after its text and layout pass a check.

Works with6 tools
Convert Offer JPGs

Your completed offer letters reach the delivery folder as checked PDFs. Your coordinator sees which scans need attention.

Works with
Convert Offer Letters

Get a delivery PDF beside the original offer letter on your hiring record. Know when a conversion needs your attention before delivery.

Works with7 tools