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AI-Agents for File Sharing working with Microsoft SharePoint

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

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
Export Close Transactions

Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.

Works with4 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
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