AI-Agents for File Sharing working with Microsoft Office 365

Share files, deliver transcripts, send review assets. Every one is ready to run, and you can adjust it in plain language.

Export Roster to CSV

You get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.

Works with5 tools
Find Shared Files

Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.

Works with10 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
Merge Weekly CSV Files

Get a downloadable CSV from your teams' weekly extracts when the files are usable. See what needs attention in a summary beside it.

Works with5 tools
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
Export Database Rows

Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.

Works with11 tools
Export Partner Tracker

Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.

Works with6 tools
Merge Proposal PDFs

Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.

Works with5 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
Combine Meeting PDFs

Your meeting readings come together in presentation order, with a single packet link on the agenda for attendees.

Works with4 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
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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