AI-Agents for Records Management working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Save full emails with attached files in one shared folder.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
6 toolsKeep signed agreements and signing records together for retrieval.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
7 toolsReport file dispositions and locations after each duplicate review.
Your duplicate file report lands in your inbox with copy locations and decisions, so you can spot anything that needs your review.
24 toolsRetrieve archived meeting transcripts for organizers on request.
Get your past meeting transcript by email, without searching recordings or guessing which meeting it belongs to.
6 toolsArchive attachments from flagged correspondence and flag gaps.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
5 toolsArchive old email attachments with their original filenames.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.
5 toolsComplete signed agreement files with matching evidence.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
8 toolsFind shared records by name or topic and report uncertain matches.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
10 toolsMove signed agreements and logs into restricted final records.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
5 toolsMark repeated records in submitted batches before review.
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 toolsFind exact copies of shared records and list those kept or trashed.
You can clear exact duplicate files from a shared folder and see what stayed, what went to trash, and what still needs your choice.
6 tools
