Agents › Compliance & documents
SharePoint + Teams Safety Manual Agent
It builds your client's safety manual from your own master template, in about 9 minutes. Days of building becomes a review for your consultant.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Takes the client package from SharePointper client
- ✓Builds the manual from your master templateabout 9 minutes
- ✓Checks fixed policy text word for wordeach file
Days of building becomes a review.
Microsoft Teams
Word
ExcelHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
Takes the client package
It reads the client's package from your SharePoint site: the details your consultant gathered.
Asks its judgement calls in Teams
Where the package leaves a question open, it asks your consultant in Teams before it writes.
Builds from your master template
It uses your own master template for that certifying body and province, and copies fixed policy text word for word.
- 4
Checks nothing was reworded
It checks the fixed policy text against your template, so no line of it was changed.
Saves five files to SharePoint
The core manual in Word and PDF, Safe Work Practices, Safe Job Procedures, and a Forms Schedule in Excel.
What you get
36 practices and 27 procedures built in about 9 minutes, ready for your consultant to check.
Fixed text comes from your master template and is checked, so nothing gets reworded.
The manual, practices, procedures and forms schedule land in SharePoint, ready to review.
What this looks like at your business
Manual build36 practices and 27 procedures in about 9 minutes.
Designed for safety consulting firmsFixed policy textFixed text copied from your template and checked.
Designed for safety consulting firmsManual in Word and PDF, practices, procedures and a forms schedule.
Designed for safety consulting firmsBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your SharePoint + Teams Safety Manual Agent follows your process, your rules and your software, not a template.
Your templates for each certifying body and province. The agent builds from them, it doesn't write new policy.
The files, sections and forms your clients need, in the order your firm uses.
The consultant on the client, or a lead for your firm, in Teams.
SharePoint, Teams, Word and Excel 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.
Reads the client file and builds the client's other documents from your template, checking your wording word for word.
Days of building becomes a review.
See this agent →Writes the kickoff plan for a new client and sets up the project and tasks the same day.
New clients start on time, without anyone chasing.
See this agent →Built for
Questions about the SharePoint + Teams Safety Manual Agent
Is my customers' information safe?
Yes. The agent reads only the client packages it builds from, in your own SharePoint. Client details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Will it change my master template?
No. It reads your template and writes new files for each client. Your template stays the way it is.
Does it certify the client or talk to them?
No. It never certifies and never contacts a client. Your consultant reviews the files and takes it from there.
Can it follow the way we work?
Yes. Your version builds from your templates, for the certifying bodies and provinces you work in. We set that up with you after the call.
Can I turn it off?
Yes. Your Microsoft 365 admin removes its access and it stops right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.