What ANIMA can do in Microsoft 365
Once connected, ANIMA can find what's in your email and files, and saves what it creates where you tell it to.
What it can read
- Outlook email and files in OneDrive and SharePoint
- The contents of Word, Excel and PowerPoint files
What it can do
- Creates Word reports, Excel sheets and PowerPoint decks from templates
- Updates data in Excel
- Saves its work to OneDrive or SharePoint
- Drafts Outlook replies and sends them once you confirm
Permissions and scope
- ANIMA only reads the groups, channels and folders an admin picks.
- If you can't see it in the source system, you can't see it through ANIMA.
- You confirm every message and file before it goes out.
Things you can ask ANIMA
Use the month-end template to turn this month's numbers into a first-draft report.
Rounds up accounting data using the Excel template and your chart of accounts, and flags anything unusual.
Review this contract and flag where it differs from our standard terms.
Compares it with the standard terms in your knowledge base and flags the differences and clauses to watch.
I'm presenting to a client next week. Turn this quarter's results into a PowerPoint.
Sums up results and next steps using your company's deck template and the metrics this client cares about.
What have we promised this client that's still not done?
Pulls commitments and deadlines from Outlook email and lists what's still open.
Workflows that use Microsoft 365
Start from the workflow library, then adjust it to how your company works.
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