AI employees for Microsoft 365 and SharePoint
AI employees that read and prepare work across Outlook, Excel, Word and SharePoint, and hand it back in Teams for approval.
Across Outlook, Excel, Word and SharePoint
A lot of company knowledge sits in SharePoint folders and Excel workbooks that only one person knows how to update. An AI employee can answer questions from those documents with a source link, refresh a recurring Excel report, and draft replies for a shared inbox.
It only sees the sites and folders you connect, and it hands everything back in Teams for approval.
Getting started with Microsoft 365 & SharePoint
Connecting Microsoft 365 & SharePoint is part of setup, not a project of its own. In the first meeting we look at how your team uses Microsoft 365 & SharePoint today, pick the one job that wastes the most time, and agree who will own and approve the AI employee that takes it on.
From there you have two routes. On Platform your team builds its own AI employees after one onboarding call. On Managed, Switch runs a workshop, presents the plan to leadership, builds up to five AI employees, rolls them out and holds weekly implementation calls. You can try it first with a free test alongside a Switch team member.
Example jobs
Job
Works in
Produces
Approved by
Answer questions from SharePoint documents
SharePoint
Answer with source link
Requester
Update a recurring Excel report
Microsoft 365
Updated workbook
Report owner
Sort and draft replies to a shared inbox
Outlook
Reply drafts
Inbox owner
See what an AI employee would do for your team.
30 minutes with Switch. We map your first agents with you.
How it works with Switch
Step 1
Agree the plan
Agree the steps, owners and dates together.
Step 2
Map your needs
Understand your workflow, pain points and goals.
Step 3
See it on your work
See a working agent on your own workflow.
Step 4
Business case
Connect the value to cost, revenue and margin.
Step 5
Price and terms
Agree scope and price for one first agent.
Step 6
References
Hear from customers who have done it.
Step 7
Procurement
Clear legal, security and vendor onboarding.
Step 8
Sign and start
Sign the shared scope and book the kick-off.
Related integrations
By company size
More ai employees by tool
Questions
Does it respect our SharePoint permissions?
Yes. AI employees only see the sites and folders you connect.
Does a person still approve the work?
Yes. Every AI employee hands its result to a named person in Teams or Slack, who approves, edits or rejects it before anything is sent or changed.
Will AI employees replace people on the team?
No. They take repeatable work off the team's plate so people spend their time on judgement, customers and decisions.
How do we get started?
Start with a free test together with a Switch team member, then choose Platform to build your own AI employees or Managed to have Switch find, build and roll them out for you.