AI-Agents for Exception Handling working with Microsoft SharePoint

Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.

Export Form Entries

Get a downloadable CSV after your form closes, with the entry count in its name and missing answers and possible repeats flagged for review.

Works with28 tools
Convert JSON to Spreadsheet

Your teammate gets a shared spreadsheet and matching CSV, with missing values called out instead of buried in raw JSON.

Works with7 tools
Import CSV Files

Keep your PostgreSQL table current as CSV files arrive, with a row count or a clear reason when an import needs attention.

Works with13 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
Recheck Proof Access

Your review cards show whether a reviewer's proof grant lasts through the deadline, so you can spot access problems before a decision is due.

Works with7 tools
Check Reviewer File Access

See whether your assigned reviewer has a direct file grant on the ready row before you send a campaign asset for review.

Works with7 tools
Convert Excel to CSV

Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.

Works with4 tools
Convert PDFs to CSV

Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.

Works with
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
Process Prompt Batches

Get a results file that links prompts to Claude answers or failure reasons. See which batch requests need your review.

Works with
Sort Work Folder Files

Your synced work folder stays tidy as new files reach matching subfolders. A dated report shows which files need your decision.

Works with6 tools
Copy Approved Records

Get approved records into your target table and a dated report showing which rows transferred or need fixing.

Works with11 tools
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