AI-Agents for IT Services 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 Sales Follow-Ups

Follow up on quiet service deals after checking the promised next step.

Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.

Works with23 tools
Create Project Folders

Create a folder for each approved client project and message its location.

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.

Works with15 tools
Answer Team Questions

Answer support teams from shared runbooks and name the source files.

Your teammates get answers in the same chat conversation, with document names they can check for themselves.

Works with12 tools
Add Missing Project Folders

Create missing client project folders and flag unclear owners.

Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.

Works with17 tools
Reopen Release Reviews

Prepare fresh release reviews when revised builds affect client delivery.

Keep release handoffs on hold when a candidate build changes, with a new review that shows your delivery manager what changed since the last decision.

Works with12 tools
Review Proposal Revisions

Recheck changed implementation proposals before client work proceeds.

Your delivery manager sees changed proposal terms and a pending review before the team moves forward.

Works with11 tools
Attach Client Scope

Show 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.

Works with8 tools
Published by Approvals Essentials
Attach Proposal Packets

Add 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.

Works with6 tools
Create Project Folders

Create method-specific folders for client delivery handoffs.

Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.

Works with12 tools
Import Markdown Files

File client runbooks from Markdown and flag damaged formatting for review.

Your Markdown files become editable documents in the right shared folders, with links and formatting issues collected in a daily report.

Works with5 tools
Request Post-Incident Review

Put the completed client incident report before its reviewer.

Your reviewer gets the finished report and a clear decision request. Your case shows when you asked.

Works with5 tools
Write How-To Blog Posts

Turn approved client procedures into how-to blog drafts.

Get a how-to blog draft from your approved procedure, with screenshots beside the steps and questions for your editor to resolve.

Works with5 tools
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