AI-Agents working with Microsoft SharePoint

Choose a ready-to-run Agent that connects to Microsoft SharePoint and handles recurring work for you.

File Signed Supplier Agreements

Keep signed supplier agreements and their signing proof together in the right supplier folder, so your team can find both when needed.

Works with10 tools
Published by Before We Buy
Attach Campaign Drafts

Your brand reviewer gets the current campaign draft and the decision needed together on the review task.

Works with14 tools
Published by Approvals Essentials
File Purchase Packets

Your finance team gets the approved order and signed supplier terms together, ready to review when an invoice arrives.

Works with8 tools
Published by Before We Buy
Send Purchase Orders

Your suppliers get the purchase orders they need to start work, and your team has a sent copy to track what went out.

Works with23 tools
Published by Before We Buy
Attach Client Scope

Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.

Works with9 tools
Published by Approvals Essentials
Prepare Document Reviews

Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.

Works with11 tools
Published by Approvals Essentials
Attach Creative Briefs

Your reviewers see the brief beside the asset, with the brand decision they need to make clearly stated.

Works with13 tools
Published by Approvals Essentials
Copy Rejection Notes

Your designer gets the changes reviewers requested, tied to the rejected file version, with a link back to the approval.

Works with22 tools
Published by Approvals Essentials
Attach Budget Figures

Your finance reviewer can see the current budget balance beside a purchase request, without hunting through a separate sheet.

Works with9 tools
Published by Approvals Essentials
Return Incomplete Contract Approvals

Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.

Works with12 tools
Published by Approvals Essentials
Route Purchase Requests

Purchase requests reach the manager responsible for their cost center. Your team can see why that manager received the card.

Works with8 tools
Published by Approvals Essentials
Flag Late Asset Reviews

See which asset review deadlines fall after your launch handoff, with a conflict note on the review row for the owner.

Works with13 tools
Published by Campaigns Essentials
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