Shared mailboxes, SharePoint and Teams are where most document work actually lives, whatever system it is supposed to live in.
How we connect it
Graph API
What we automate with Microsoft 365
- /01
Shared mailbox triage
Classified, enriched and routed, with a draft reply prepared for the routine third.
- /02
SharePoint filing
Documents named, filed and indexed to a convention, not to whoever saved them.
- /03
Approval routing
Requests to the right person with the context attached, chased if they sit.
- /04
Teams notifications
Alerts and exception queues where the team already is.
An example automation
Professional services example. An illustration, not a client result.
Questions about Microsoft 365
Will our IT team need to approve this?
Yes, and they should. We request scoped Graph permissions and document exactly what each one is for.
Where is the data processed?
UK or EU regions, under UK GDPR, with the data-flow diagram provided in writing.
Can it read attachments?
Yes, and that is usually the point. Confidence scoring decides what a person still checks.