#sharepoint

HR New Hire Welcome Packet

HR

Watches a SharePoint new-hire list and sends two emails per hire: a role-specific welcome packet assembled from a SharePoint links list, and a "Meet your new team" email with AI-generated, confidence-scored bios for the hire's manager and teammates.

RFP Response Manager

Sales & marketing

Creates grounded, formatted Word proposals for RFPs, requests a single human approval, and copies approved documents to SharePoint.

IGJLIsha Gautam and Jasmita Lamba

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Contract Compliance Reviewer

Legal & compliance

An agent that reviews a contract for internal inconsistencies and for conflicts with current law or your organisation's policies, then returns a new Word copy with colour-coded highlights and margin comments for human legal review.

ATAdriana Trujillo

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SharePoint List Change Notifier

Productivity & knowledge

A SharePoint-triggered agent with connector tools to retrieve changed list items and notify the connected user through Teams and email.

Team Ideas Board

Productivity & knowledge

Turn team suggestions into next steps: capture ideas, search a shared board, and move promising improvements from New to Exploring to Planned. A clean SharePoint-backed app starter.

Uses SharePoint

Aadilei

Accountant Document Intake & Q&A

Finance

A workflow reads every invoice, spreadsheet, Word file or scanned PDF dropped in SharePoint and writes figures, reasoning and anomalies to Dataverse. A Q&A agent answers from that data through MCP, excluding duplicates and test rows from totals, and opens the source file only when needed.

ATAdriana Trujillo

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Sales Analyser

Finance

An agent that turns monthly sales spreadsheets in SharePoint into trustworthy analysis: it cleans and reconciles the data, computes YoY, MoM, QoQ and YTD metrics with live currency conversion and outlier flags, explains every transformation, and delivers a branded PDF report and an Outlook-ready newsletter email.

ATAdriana Trujillo

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