Microsoft 365 Integration

A Microsoft 365 integration connects SharePoint, Outlook, Teams, and Office documents to the systems where work is tracked, and can generate documents from that data. Colture builds it with the access an administrator approves and documents what it touches.

What We Build

SharePoint: Files and lists connected to the records they belong to, with permissions that match the work.
Document Generation: Contracts, reports, and summaries generated from system data into Word and other Office formats, ready for a person to review.
Outlook and Teams: Messages and notifications triggered by a change in the system of record.
Copilot: Custom agents and plugins that give Copilot access to your data. They have their own page.

Review Stays With a Person

Generated documents are drafts. The workflow puts a person between the draft and the recipient for anything a customer, a lawyer, or an auditor will read.

FAQs

Can Colture Generate Documents From Our Data?

Yes. Colture builds workflows that fill Word and other Office documents from system data. A person reviews the draft before it is sent.

Can SharePoint Connect to Monday.com?

Yes. Files and lists in SharePoint can link to Monday.com items, so the document is reachable from where the work is tracked.