Microsoft OneDrive files found, filed and shared properly

Ideas to put to work

Client files in the right place, in the right version, shared with the right people.

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  Client documents filed where they belong

  Sofia downloads attachments from client emails in Outlook, uploads them to the right OneDrive folder, and tells you what arrived.

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  The current version, every time

  Ask for a document and Sofia searches OneDrive, checks its versions, and hands you the latest one with a note on what changed.

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  Deliverables shared with a covering note

  Sofia creates a sharing link for the final deliverable and drafts the covering email in Outlook, ready for your approval.

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  Project workspace set up for the team

  Sofia gathers the files a new project needs into one folder, invites the team and, with your approval, posts the link in the project's Teams channel.

Works well with

• Microsoft OutlookMicrosoft's email and calendar
• Microsoft TeamsMicrosoft's chat, channels and meetings hub
• Microsoft WordWord processor for letters, reports and contracts
• Microsoft ExcelSpreadsheets for numbers, models and trackers
• Microsoft PowerPointSlide decks for pitches, proposals and client updates
• Microsoft SharePointMicrosoft's intranet sites, document libraries and lists
• Google DriveGoogle's cloud file storage and sharing
• Google DocsGoogle's online word processor