AI-Agents for Consulting working with Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Draft client replies using approved project facts and the full email thread.
Get a reply draft in the original conversation, with the sender's questions addressed and uncertain facts marked for your review.
9 toolsSend engagement reviewers each new client file's name and link.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
27 toolsSend approved engagement handoffs to client contacts and log each send.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
19 toolsGive each approved client engagement a linked shared folder by project ID.
Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.
15 toolsAnswer project teams from shared methods guides and cite each guide.
Your teammates get answers in the same chat conversation, with document names they can check for themselves.
12 toolsBrief delivery teams on signed client terms and deadlines.
Your stakeholders get a contract executive summary and signed PDF together, so they can check commitments and unclear terms.
15 toolsFile engagement documents by project and flag unclear filenames.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
18 toolsCreate missing client engagement folders for active projects.
Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.
17 toolsPut the client's engagement scope beside the draft consulting quote.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsFind the right client project file for a colleague's request.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
10 toolsAssemble linked client reports into one PDF in request order.
Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.
6 toolsSend checked engagement tracker extracts to partner firms.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
6 tools
