AI-Agents for Request Intake in IT Services 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.
Attach the client's implementation scope to the draft services quote.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsShare client API results as a spreadsheet and matching CSV.
Your teammate gets a shared spreadsheet and matching CSV, with missing values called out instead of buried in raw JSON.
7 toolsShow current client scope beside service quotes for review.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsAdd implementation scope and pricing files to service proposals.
Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.
6 tools
