Sharepoint Document Management: Never Lose a File Again with an AI Agent

Not Again…

Buried in PDF folders. Scattered across job sites. Important documents are only helpful if you can find them. AI Document Agents organize, tag, and retrieve your files instantly—no digging required.

What Does a Document Management AI Agent Do?

It automatically tags, organizes, and pulls relevant files based on job name, content, or keyword.

Core Features:

• Auto-scans and tags PDFs, images, spreadsheets
  
  
• Extracts content for searchable indexing
  
  
• Syncs with job folders and SharePoint
  
  
• Surfaces documents based on questions (e.g., "Show permit for Lot 47")
  
  
• Integrates with your field or PM software for easy access
  
  

Why Manual Filing Isn’t Cutting It

Even the most organized admin can’t keep up with thousands of photos, plans, and documents flowing in daily. AI never misses a label it’s trained on.

With an AI Document Agent, you:

• Spend less time searching for files
  
  
• Keep field and office teams aligned
  
  
• Automatically archive by job, date, and doc type
  
  
• Avoid lost paperwork, fines, or delays
  
  

Imagine This…

John is prepping a final invoice and needs photos proving site completion. Instead of hunting through 3 drives, he types, “Photos of drywall, Job 228.” The AI pulls them in seconds—tagged, dated, and attached to file on command.

It’s Time to Work Smarter

Your paperwork doesn’t have to be a headache. AI Document Agents give you control, speed, and structure—so nothing gets lost in the shuffle. Reach out to Revalate to learn about all AI can help with and see how smart document management can transform your back office.

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