MICROSOFT STACK
AI automations that work with SharePoint
SharePoint is where many teams keep contracts, policies and records. AI can read, classify and tag what is in there, and route documents for review.
80 ready-made automations work with SharePoint, from €99.
What we automate with SharePoint
QA & Document Review · 21
AI Document Review for Compliance Teams Automatically screen incoming compliance documents against your requirements, flagging gaps and non-conformance for reviewer sign-off before filing. Audit Evidence Collection and Organization Automatically collect, organize and chain-of-custody-log audit evidence against control requirements, ready before the auditor asks for it. Automate ISO Audit Checklists Generate ISO 9001 internal audit checklists from clause requirements and link evidence automatically, so audit prep stops starting from a blank sheet. Batch Record Review and Release Documentation Automatically pre-screen batch records against spec before human release review, flagging deviations, missing entries, and out-of-spec results. Calibration and Equipment Maintenance Record Tracking Automatically track calibration and maintenance records per instrument, flag overdue equipment, and quarantine out-of-tolerance results. Contract Clause Library Gap Analysis Automatically scan your signed contract portfolio against a standard clause library, flagging missing indemnification, liability caps, and more.
All 21 QA & Document Review automations for SharePoint and others →
Legal & Contracts · 21
Arbitration Clause and Dispute Resolution Term Auditing Automatically audit arbitration and dispute-resolution clauses across the full contract portfolio, flagging inconsistent, conflicting, or outdated terms. Automate Corporate Filings and Registry Updates Track statutory filing deadlines across entities and jurisdictions, and flag registry updates before they lapse into penalties or bad standing. Automate Settlement Agreement Drafting Automatically draft a settlement agreement from negotiated terms — payment, release scope, confidentiality — with mandatory attorney review. Board Consent and Resolution Version Control Maintain one authoritative version history for board resolutions and written consents, with signature status and the executed version clearly designated. Calculating IP Licensing Royalties Automatically calculate royalties owed under IP licenses from reported sales data, checked against the actual contract formula, with legal sign-off. Contract Counterparty Conflict of Interest Screening Automatically screen new contract counterparties against existing client, investor, and sanctions lists before signature, flagging conflicts early.
All 21 Legal & Contracts automations for SharePoint and others →
Tax & Compliance · 15
Collecting and Tracking Tax Residency Certificates Automatically identify which counterparties need a tax residency certificate, chase collection proactively, and track validity centrally. Digital Services Tax Compliance Monitoring Automatically track digital services tax thresholds and obligations across jurisdictions, flagging a new obligation as revenue crosses it. Fulfilling Tax Audit Document Requests Automatically route and track tax authority document requests to the right owner, with a complete response log for the audit file. Industry Levy Compliance Tracking Automatically calculate and track industry-specific levies beyond gaming duty, environmental, insurance, or sector levies, per jurisdiction. Intercompany Agreement Tax Documentation Automatically check that intercompany agreements are in place, current, and consistent with actual transactions and transfer pricing documentation. Monitoring Indirect Tax Rate Changes Automatically monitor VAT and GST rate changes across your operating jurisdictions and flag every affected product or invoicing system.
All 15 Tax & Compliance automations for SharePoint and others →
Project Management · 7
Contractor Deliverable Tracking Against SOW Track contractor and vendor deliverables against SOW dates automatically and flag slippage early, instead of finding out at the due date. Matching Contractor Invoices to Deliverables Automatically match contractor invoices against accepted deliverables before approval, catching overbilling and premature invoicing early. Project Closeout and Lessons Learned Archival Automate the project closeout checklist and archive documentation in a form future projects can actually search and reuse. Project Document Version Control and Approval Gates Automate version control and approval gates for project documents so the team always builds from the current, approved version, not an old draft. Project Risk Escalation Routing Automatically route project risks to the right person by severity, so leadership sees the risks that need them without wading through every minor one. Project Risk Register Maintenance Automatically maintain the project risk register and flag emerging risks from real project activity, instead of a document nobody updates.
All 7 Project Management automations for SharePoint and others →
Data Entry & Migration · 5
Cold Storage Migration Validation Validate that data moved to cold storage or archival systems is complete and retrievable before the active copy is deleted. Detect Duplicate Files Across Shared Drives Find exact and near-duplicate files scattered across shared drives and cloud storage, with a safe consolidation plan before anything gets deleted. Enforce File Naming Conventions Across Shared Storage Audit and enforce a consistent file-naming convention across shared drives, flagging non-compliant files with a bulk-rename plan for approval. Historical Record Digitization QA Quality-check digitized historical records against source documents, catching OCR and indexing errors before they become the permanent digital record. PDF Data Extraction: Automate Structured Data Capture Automatically pull structured data out of PDF contracts, invoices, forms and reports into a clean, validated spreadsheet or database.
Procurement · 3
Contract Clause Extraction and Risk Flagging Automatically extract key clauses from vendor contracts and flag risky terms, instead of discovering an unfavorable liability cap during a dispute. Contract Expiration and Auto-Renewal Alerts Automatically flag contracts approaching expiration or auto-renewal, before a clause nobody remembers locks in another year of unfavorable terms. Three-Bid-and-Buy Documentation Automatically assemble three-bid-and-buy compliance documentation as quotes come in, instead of reconstructing the file when an audit asks for it.
Maltese-Language Localization · 3
Localizing Maltese Help Center Articles Automatically translate and keep your Maltese knowledge base in sync with English source articles as they're published or updated. Localizing Technical Manuals and User Documentation Automatically translate user manuals and technical documentation into Maltese, preserving step numbering, diagram references, and safety terms. Patient Information Leaflet Translation Automatically translate patient information leaflets into Maltese with pharmacological terminology QA and regulatory formatting compliance checks.
Payroll · 2
Payroll Audit Trail Documentation Automatically capture a full audit trail for every payroll change, with reason codes and approval evidence, ready for an external audit. Year-End W-2 Correction Processing Automatically prepare corrected W-2s (W-2c) with the right amendment logic, and track the corresponding filing correction and employee reissue.
HR & Onboarding · 1
How we connect to SharePoint
Microsoft Graph API.
Need something that isn't on this page? See our document automation service for custom builds.
Used most in: Manufacturing, Finance & Banking, AML & Compliance, Pharma & Life Sciences, Government.
Common questions
Can you add AI to SharePoint?
Yes. We connect through microsoft Graph API. We confirm the exact method for your setup when we confirm your price.
Do I have to replace SharePoint?
No. The automations work with the SharePoint you already have and take over the manual work around it. Your team keeps using SharePoint as normal.
How much does a SharePoint automation cost?
Single-workflow automations start at €99. Multi-step automations with AI extraction or decisions are typically €299, and complex multi-system builds start at €799. Every price is fixed once we confirm the scope.