AI-Agents for Consulting working with OneDrive
OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.
Send 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 personal follow-ups on stalled consulting proposals.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
23 toolsFind engagement documents and check colleagues can open their links.
Your coworkers get a shared file link they can open, or a clear next step when the file or access needs attention.
7 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 toolsSummarize new client engagement terms for the team to verify.
Your team gets a contract summary in chat, with the agreement's key terms, source links, and any details that need a closer look.
18 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 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 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 toolsList missing client agreement files before approval resumes.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
11 toolsSend changed engagement proposals through another review.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 toolsKeep engagement scope beside proposed terms for review.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 tools
