AI-Agents for Document Review working with Microsoft SharePoint

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

Route Policy Revisions

Your compliance manager gets a fresh review linked to the old decision when policy text changes, while the handoff stays on hold.

Works with9 tools
Route Revised Policy Drafts

See what changed and who needs to review it before your revised policy draft moves forward.

Works with10 tools
Attach Client Scope

Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.

Works with8 tools
Published by Approvals Essentials
Attach Proposal Packets

Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.

Works with6 tools
Convert Markdown to Google Docs

Your writer's Markdown draft becomes a formatted Google Doc in your review folder, with comment access and a link in the original email thread.

Works with6 tools
Transcribe Review Pages

Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.

Works with12 tools
Find Duplicate Files

Get a linked review list of exact copies across your shared folders, with extra files marked where they sit so you can decide what to keep.

Works with
Find Duplicate Files

Spot repeated files before you review a team's batch. Your folder shows flagged copies, and a results file shows where their matches live.

Works with6 tools
Prepare New Hire Packets

Your new hire gets welcome, benefits, and setup documents matched to their details. HR gets a private record of delivery and signatures needed.

Works with4 tools
Draft RFP Answers

Give proposal writers a cited draft for assigned RFP questions, with uncertain claims called out before review.

Works with9 tools
Flag Missing Review Questions

Your reviewers see which tasks need a decision question, with a label and comment that tell the task owner what to add.

Works with9 tools
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