Solution · By software

You run the whole company inside Microsoft 365. And the team spends the day moving data from Outlook to Excel to SharePoint by hand.

Microsoft 365 gives you email, sheets, documents, SharePoint and Teams in one place —but the order lands in Outlook and someone keys it into an Excel, the report gets built by pasting data from three files, the document gets filed by hand in the right folder, and the same data hops between mail, sheet and SharePoint. On top of the Microsoft Graph API we build the AI that does that mechanical part on its own.

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The problem

Microsoft 365 keeps it all together. What it doesn’t do is type itself from one app to the next.

The order, invoice or customer detail lands in Outlook and someone opens it, copies it and pastes it into an Excel or a form by hand.
The report leadership asks for gets built every week by opening three sheets and a SharePoint, filtering and pasting columns by hand.
The documents that come in —contracts, PDFs, attachments— get renamed and dragged one by one into the right SharePoint or OneDrive folder.
The same data lives in the mail, in an Excel sheet and in a SharePoint list, and someone spends the morning making sure the three say the same thing.

Cost of staying the same

You pay for a suite that promises to keep everything integrated, and you put skilled people to work as a bridge, copying and pasting between Outlook, Excel and SharePoint. It shows up in no invoice: it shows up as hours of admin moving the same data from one app to another, reports that arrive late because they’re built by hand, and typing errors nobody catches until they break something.

The solution

An AI layer on top of the Microsoft Graph API that does the mechanical part between apps on its own

1We map with you which parts of your Microsoft 365 eat the hours: the Outlook-to-Excel capture, the reporting that crosses sheets and SharePoint, document filing, or the squaring between lists.
2We connect through the Microsoft Graph API on your tenant, with an app registered in Entra ID and scoped permissions: the AI reads what comes in —an email in Outlook, an attachment, a new row— and leaves it where it belongs —an Excel cell, a document in SharePoint, a Teams card— without anyone copy-pasting.
3We automate the hops between apps: an incoming email generates its row in the sheet, an incoming document gets renamed and filed in its folder, and the report that crosses Excel and SharePoint builds itself from what already lives in your tenant.
4We leave it measured and with a safety net: what % of cases come in clean without intervention, which borderline ones escalate to a person, and how much copy-paste-and-square time drops.

What changes

What you stop losing

Admin stops being the bridge between apps: the Outlook-to-Excel capture and the SharePoint filing get done on their own, and the hours go back to operating instead of copy-pasting.
Mechanism
The report stops being built by hand: the AI assembles it on the Graph API across the sheets and SharePoint you already use, and it reaches leadership on time instead of whenever someone gets a minute.
Mechanism
Data stops being typed two and three times: it comes in once and the AI propagates it to the right app, so the mail, the sheet and the SharePoint list say the same thing without anyone squaring them.
Mechanism
What we measure: % of cases that come in clean without intervention, accuracy when capturing and classifying, copy-paste time per document and report, and mismatches between apps versus the previous manual process.
What we measure

Spec sheet

Work it removes: having admin act as the bridge, copying and pasting the same data between Outlook, Excel and SharePoint
Typical setup: 2–4 weeks
Input: whatever comes into your operation: an email in Outlook, an attachment, a new row in a sheet or list
Output: the data dropped where it belongs: an Excel cell, a document filed in SharePoint, a card in Teams
Works with: Microsoft 365 (Microsoft Graph API — Outlook, Excel, Word, SharePoint, OneDrive, Teams)
Can connect to: Your Microsoft 365 apps (Outlook, Excel, SharePoint, OneDrive, Teams)Your work sources (email, attachments, forms, lists)Your ERP, CRM or invoicing if data comes in or out of it
What we measure: % of cases that come in clean without interventionaccuracy when moving and classifying datacopy-paste time per document and reportmismatches between apps versus the previous manual process
Good fit for: companies already running on Microsoft 365 that want to remove the manual copy-paste between their apps
Not a fit for: processes outside Microsoft 365 or that need case-by-case business judgment

Frequently asked questions

Power Automate is fixed rules: if A happens, do B. It’s great for the deterministic part —move a file, send an alert, copy a field verbatim—. Copilot is an assistant that drafts alongside you inside the app: it suggests the email or summarizes the sheet, but a person triggers it, prompt by prompt. What neither does on its own is the part that needs judgment running end to end with nobody in front: reading a free-text email or a PDF and pulling out the data, deciding which row or folder it matches, squaring what doesn’t add up across three apps. That’s where our layer comes in. We build it on top of Power Automate and Copilot, not instead of them: the suite triggers, the AI does the work a person used to do by hand.

No. We work on your tenant as is, connecting through the Microsoft Graph API with an app registered in Microsoft Entra ID and permissions scoped to what’s needed. We don’t sell you another suite or ask you to migrate anything: your mail, your sheets and your SharePoint stay where they are; the AI slots into the repetitive steps and leaves the data inside Microsoft 365, in the right app. You keep opening the same Outlook and the same SharePoint as always, just with the copy-paste part already done.

Your data stays in your Microsoft 365 tenant. The app registered in Entra ID accesses only the permissions you grant —the minimum for the flow, not “everything”— and every action is traced in your audit log. The models are used via API under contracts that exclude training on your data, and if your sector requires it, we deploy in private mode. On sensitive flows —sending an email to a customer, publishing a document— it starts in propose mode: the AI prepares and a person approves, until accuracy is high and you release autonomy by case type. Security is decided by the architecture and the permissions, not by “the AI”.

Want it running in your business?

You’ve pinned the problem. We ship the fix and leave it measured.

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