AI-Agents for Handoffs working with Microsoft SharePoint
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.
4 toolsGet 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.
Spot repeated files before you review a team's batch. Your folder shows flagged copies, and a results file shows where their matches live.
6 toolsYour team gets editable documents in the right shared folders, with a report that flags formatting fixes after each Markdown import.
4 toolsYour new hire gets welcome, benefits, and setup documents matched to their details. HR gets a private record of delivery and signatures needed.
4 toolsGet a results file that links prompts to Claude answers or failure reasons. See which batch requests need your review.
Your reviewers see which tasks need a decision question, with a label and comment that tell the task owner what to add.
9 toolsYour reviewers can open the approval task and find the proof your maker shared in chat, with its revision label beside it.
13 toolsGet a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.
22 tools
