Automations that work with SharePoint
79 automation jobs we can connect to your SharePoint setup, from €99.
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arbitration and dispute-resolution clauses across the full contract portfolio, flagging inconsistent, conflicting, or outdated terms. 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 Compliance Document Review and Flagging Automatically screen incoming compliance documents against your requirements, flagging gaps and non-conformance for reviewer sign-off before filing. 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 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. Automate Settlement Agreement Drafting Automatically draft a settlement agreement from negotiated terms — payment, release scope, confidentiality — with mandatory attorney review. Automating Structured Data Extraction From PDFs Automatically pull structured data out of PDF contracts, invoices, forms and reports into a clean, validated spreadsheet or database. 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. 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. Calibration and Equipment Maintenance Record Tracking Automatically track calibration and maintenance records per instrument, flag overdue equipment, and quarantine out-of-tolerance results. Cold Storage Migration Validation Validate that data moved to cold storage or archival systems is complete and retrievable before the active copy is deleted. Collecting and Tracking Tax Residency Certificates Automatically identify which counterparties need a tax residency certificate, chase collection proactively, and track validity centrally. 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 Clause Library Gap Analysis Automatically scan your signed contract portfolio against a standard clause library, flagging missing indemnification, liability caps, and more. Contract Counterparty Conflict of Interest Screening Automatically screen new contract counterparties against existing client, investor, and sanctions lists before signature, flagging conflicts early. 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. Contract Obligation and Deliverable Tracking Automatically extract post-signature obligations and deliverables from executed contracts and track them to completion, instead of filing and forgetting. Contract Renewal and Expiry Tracking Automatically track renewal and expiry dates across your full contract register, with jurisdiction-aware notice periods surfaced ahead of every deadline. Contract Renewal Negotiation Prep Automatically assemble usage, spend, and relationship data ahead of a renewal, so negotiation starts from evidence, not the prior contract's terms. 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. 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. Detecting Document Approval Workflow Bottlenecks Automatically analyze document approval workflows to identify which stage or approver is the recurring bottleneck, with data, not guesswork. Digital Services Tax Compliance Monitoring Automatically track digital services tax thresholds and obligations across jurisdictions, flagging a new obligation as revenue crosses it. Discovery Production Log Tracking Automatically track every document produced in discovery — Bates ranges, production dates, privilege designations — in one defensible, current log. Document Version Comparison and Redlining Automatically compare document versions and redline substantive changes, separating real edits from formatting so reviewers focus where it matters. Employee Grievance Document Review Automatically organize grievance case documents, flag missing steps against your procedure, and keep a defensible file for every complaint. Employee Handbook Policy Q&A Automation Let employees ask handbook policy questions in Slack and get answers sourced from the current version, with sensitive topics routed to HR. 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. Enforcing Records Retention Schedules Automate records retention schedule enforcement across financial, HR, contract and quality records, with legal hold checked before any disposition. Flagging Contract Template Deviations Automatically scan executed contracts for deviations from approved templates and fallback positions, catching what got negotiated away after signature. 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. Historical Record Digitization QA Quality-check digitized historical records against source documents, catching OCR and indexing errors before they become the permanent digital record. Industry Levy Compliance Tracking Automatically calculate and track industry-specific levies beyond gaming duty, environmental, insurance, or sector levies, per jurisdiction. Insurance Certificate Collection and Expiry Tracking Automatically collect, validate, and track certificates of insurance from vendors against contract-required coverage minimums, with expiry reminders. Intercompany Agreement Tax Documentation Automatically check that intercompany agreements are in place, current, and consistent with actual transactions and transfer pricing documentation. Internal Audit Finding Remediation Tracking Automatically track internal audit findings from issue through remediation plan to verified closure, with overdue items escalated. Internal Policy Document Gap Analysis Automatically flag outdated internal policies against current regulation and detect gaps in policy coverage, with legal sign-off before anything changes. ISO Certification Renewal Document Preparation Automatically assemble the evidence package for ISO recertification, cross-checked against clauses and prior audit findings, ahead of the audit. Jurisdiction-Specific Employment Agreement Clause Generation Automatically generate employment agreements with jurisdiction-correct clauses — non-compete limits, notice periods, at-will language — by location. Litigation Case Status and Deadline Tracking Automatically track active litigation matters, procedural deadlines, and case status changes in one place, with escalating alerts ahead of filing dates. Litigation Hold Notice Distribution and Tracking Automate litigation hold notice distribution and acknowledgment tracking across custodians, with escalating reminders and a defensible audit trail. 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. Management Review Meeting Documentation and Action Tracking Automatically document QMS management review inputs and decisions, and track resulting actions to closure instead of losing them after the meeting. Matching Contractor Invoices to Deliverables Automatically match contractor invoices against accepted deliverables before approval, catching overbilling and premature invoicing early. Monitoring Indirect Tax Rate Changes Automatically monitor VAT and GST rate changes across your operating jurisdictions and flag every affected product or invoicing system. MSA Amendment Tracking Automatically track every amendment to a master service agreement and maintain a current-state view of what terms actually govern the relationship today. Non-Compete and Restrictive Covenant Tracking Automatically track non-compete and restrictive covenant status across the workforce, flagging clauses that may be unenforceable after a law change. Non-Conformance Report Processing Automatically log non-conformance reports, route for disposition, and track containment and closure without losing the paper trail. Patient Information Leaflet Translation Automatically translate patient information leaflets into Maltese with pharmacological terminology QA and regulatory formatting compliance checks. 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. Policy Document Translation Consistency Checking Automatically compare English and Maltese versions of policy documents to flag substantive mismatches, not just wording differences. Policy Document Version Control Across Renewals Automate policy document version tracking across renewals and endorsements, so claims are assessed against the correct wording. Power of Attorney and Signing Authority Registry Maintain a current registry of who holds delegated signing authority and power of attorney by entity, with expiry tracking and revocation records. 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. QMS Document Control Automatically enforce document control for your quality management system: version, approval routing, controlled distribution, obsolete-copy recall. Quality Incident CAPA Tracking Automatically track corrective and preventive actions from a quality incident through root cause, implementation, and verified effectiveness. Quality Sample Selection for Document Audits Automate risk-based sample selection for document QA audits, weighting toward higher-risk documents instead of pure random pulls. R&D Tax Credit Documentation Support Automatically capture contemporaneous R&D project documentation and time allocation, building a defensible credit claim as the work happens. RAID Log Consolidation and Maintenance Automatically consolidate risks, assumptions, issues and dependencies into one maintained RAID log, instead of four documents drifting apart. Refreshing Transfer Pricing Benchmarking Data Automatically track when transfer pricing comparable sets and financial data are due for refresh, flagging results drifting outside the arm's-length range. Regulatory Change Impact Document Review Automatically map a regulatory change to every affected policy, procedure, and contract clause, so nothing is updated late or missed. Routing Tax Notices and Correspondence Automatically classify incoming tax authority notices, extract deadlines, and route each to the right owner so nothing sits unopened. Statutory Financial Statement Filing Tracking Automatically track statutory financial statement filing readiness and deadlines per entity, linking the audit sign-off to actual submission. Subsidiary Governance Document Repository Maintenance Automatically organize and maintain each subsidiary's governance documents — bylaws, board minutes, officer records — in one current, auditable repository. Supplier Quality Audit Report Review Automatically extract findings from supplier quality audit reports, track corrective actions to closure, and flag repeat or worsening issues. Tax Treaty Benefit Eligibility Documentation Automatically track tax treaty eligibility and required documentation per counterparty, flagging expired certificates before reduced rates lapse. 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. Tracking License Renewals and Regulatory Fees Automatically track license renewals and regulatory fee deadlines across jurisdictions, catching tiered fee changes before a payment underpays. Tracking Regulatory Filing Deadlines Automatically track non-tax regulatory filing deadlines across jurisdictions and entities, with escalating reminders before anything is missed. Tracking Withholding Certificate Renewals Automatically track expiry of W-8, W-9, and equivalent withholding certificates per payee, requesting renewal before the current one lapses. Transfer Pricing Documentation Support Automatically assemble master file and local file transfer pricing documentation, cross-checked against actual intercompany transaction data. Vendor Contract Database Consolidation and Search Automatically consolidate vendor contracts scattered across drives, inboxes, and e-signature tools into one searchable database with extracted key terms. Vendor DPA Attachment Tracking Automatically flag vendor contracts that involve personal data processing but lack a signed data processing addendum, and track DPA status across vendors. 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.