Agents › Compliance & documents
SharePoint Client Document Agent
It reads the client's file in SharePoint, builds the document from your own template, and checks that your fixed wording is copied word for word. Your team reviews a finished draft instead of building it from scratch.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Reads the client fileper client
- ✓Builds it from your templateper document
- ✓Checks your wording word for wordevery time
Days of building becomes a review.
Microsoft TeamsHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
Reads the client file
It opens the client's folder in SharePoint and reads the files and details your team saved there.
Asks what it can't tell
If the file leaves a choice open, it asks your team in Teams before it starts writing.
- 3
Builds from your template
It fills your own master template with the client's details, one section at a time.
- 4
Checks your fixed wording
Text your firm never changes is copied word for word, and the agent checks that nothing was reworded.
Saves it and tells your reviewer
The finished draft goes back into the client's folder in SharePoint, and your reviewer gets a message in Teams.
What you get
A draft that took an hour or two to build is ready in about 9 minutes.
Fixed text is checked word for word, so nothing gets reworded by mistake.
Staff spend their time checking the draft, not copying and pasting.
What this looks like at your business
Each draft built from your template and the client file.
Designed for accounting and consulting firmsFixed text checked against your template on each document.
Designed for accounting and consulting firmsOpen questionsChoices the file leaves open get asked before writing starts.
Designed for accounting and consulting firmsBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your SharePoint Client Document Agent follows your process, your rules and your software, not a template.
Your own master templates, and the wording your firm never changes.
Which files it reads, which sections it fills, and what it leaves for your team.
The staff it asks in Teams, and the reviewer who signs off.
SharePoint and Teams today. If your files live in Google Drive, your version works there.
Works in the software you use
You make the key in your own accounts. Nothing to install on your computers.
Part of a team of agents
Agents pass work to each other, so a job keeps moving without someone on your team handing it along.
Builds each new client's folder and task list the day they sign, so the Document Agent has a client file to read.
New clients start without anyone setting them up.
See this agent →Builds the proposal from your template after the sales call, before the Document Agent builds the client's documents.
The proposal goes out this week, not next week.
See this agent →Built for
The SharePoint Client Document Agent works next to the other agents built for accounting and bookkeeping firms.
The SharePoint Client Document Agent works next to the other agents built for consulting firms.
Questions about the SharePoint Client Document Agent
Is my customers' information safe?
Yes. The agent reads only the SharePoint sites your admin gives it, in your own Microsoft 365. Client details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Will it change my files?
It saves new drafts into the client's folder. It doesn't touch sites or lists your admin didn't give it.
Can it follow our templates?
Yes. It builds from your own templates and keeps your fixed wording word for word.
Does it send anything to the client?
No. Your team reviews and sends the final document.
Can I turn it off?
Yes. Remove the app in Microsoft Entra and the agent loses access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.