Enterprise Knowledge Agent
Answers questions from policies, procedures and project files in plain language, with links to the source, and respects existing permissions.
Connects to: SharePoint, Teams, OneDrive, OutlookAI Agents
From an assistant for every employee to agents that run whole processes and change how the business decides. Fifteen proven agents across three Microsoft platforms, all governed with Microsoft Agent 365.
Answers questions from policies, procedures and project files in plain language, with links to the source, and respects existing permissions.
Connects to: SharePoint, Teams, OneDrive, OutlookSummarises Teams meetings, captures decisions and owners, drafts the follow-up email and tracks actions to closure.
Connects to: Teams, Outlook, Planner, LoopBuilds one-page briefs on customers, markets and competitors before a meeting, combining web sources with your own CRM and files.
Connects to: Web, SharePoint, CRM via connectorsDrafts proposals, RFP responses, board papers and reports from your templates, past wins and brand guidelines.
Connects to: Word, PowerPoint, SharePoint librariesTurns spreadsheets and reports into plain-language insights, charts and trends, so anyone can ask questions of the numbers.
Connects to: Excel, Power BI, FabricEngages buyers and tenants around the clock, answers availability and pricing, qualifies leads, books viewings and hands hot leads to your sales team.
Connects to: Website, CRM (Dynamics 365, Salesforce), calendarsLets tenants raise and track maintenance requests, ask lease questions and get renewal and payment reminders, creating work orders automatically.
Connects to: Property management system, CAFM, ITSMOne front door for HR and IT: leave, policies, letters, onboarding, password resets and access requests, raising tickets when a person is needed.
Connects to: HR system, ServiceNow, Entra ID, TeamsRaises purchase requests, checks budgets, compares quotes, onboards vendors and routes approvals by policy.
Connects to: ERP (SAP, Dynamics 365, Oracle), emailReads invoices from email, matches them to POs and receipts, flags exceptions, routes approvals and answers supplier payment queries.
Connects to: ERP, Outlook, document intelligenceScreens acquisition and development opportunities against market data, comparables, yields and risk, then drafts the investment memo.
Connects to: Market and transaction data, financial modelsForecasts demand and recommends sale prices and rents by community, unit type and season, explaining the drivers behind each change.
Connects to: Sales and leasing history, public transaction data, CRMAnalyses occupancy, income, costs and capex across the portfolio and models hold, sell, refurbish or reposition scenarios.
Connects to: ERP, property management system, data platformUses building and IoT data to predict equipment failures, schedule maintenance before breakdowns and cut energy use.
Connects to: BMS, IoT sensors, CAFMGives group leadership one conversational view of finance, operations and people across every company, flags risks early and drafts board packs.
Connects to: Group ERP, HR and BI systems via FabricUse-case discovery and ROI, data readiness, agent design with guardrails, build and test with your people in the loop.
Dev, test and production environments, roll-out and adoption, champions, and cost control on Copilot Credits and Azure.
Agent 365 registry, Entra Agent ID, Purview and Defender protection, and 24x7 monitoring of quality, usage and cost.
Bring a problem, a half-formed idea, or a Microsoft licence you are not sure you are using well. We reply within one business day.