AI-Agents for Operations in Request Intake working with Microsoft SharePoint
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Turn emailed business requests into confirmed table entries.
Turn emailed entry requests into database rows, with a reply that confirms the ID or tells the sender what to fix.
17 toolsConvert emailed contact exports into CSVs for team review.
Get a contact CSV in your chosen review folder when a VCF export arrives by email, plus a reply highlighting missing details.
7 toolsImport team spreadsheets and send each owner the result.
Get valid Excel rows into PostgreSQL and a chat report showing how many went in and what needs fixing.
25 toolsFinish PDF requests with one merged file and a link on the form.
Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.
6 toolsAttach verified packet files before handing requests to reviewers.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
6 toolsPrepare CSV files and row counts for recurring team handoffs.
Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.
4 tools
