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Work / Client case study

  • AI Consulting
  • Microsoft
  • Food manufacturing

Document intake agent for a national food cooperative

A Copilot Studio agent reads certificates of analysis as they arrive in the quality team's inbox, extracts 14 fields with AI Builder, checks them, files the PDF in SharePoint and posts a summary in Teams.

Client
National food cooperative
Status
In production

  • Hours → minutes

    Headline result

  • Hours of daily filing down to minutes
  • 14 fields per document, validated
  • Every PDF screened for prompt injection

The work

Fields it is unsure about go to a person instead of being guessed.

Built with

  • Copilot Studio
  • AI Builder
  • Power Automate
  • SharePoint
  • Teams

Client names are withheld. We are happy to share details on a call.

More work

Related projects

Same practice areas, different problems.

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  • Delivered

    KPIs on request

    Food manufacturing

    Data Analytics

    Marketing performance agent for a national food cooperative

    Marketing staff ask about paid-media results in plain English. The agent reads campaign data from SharePoint, runs the calculations in Python on Azure Functions rather than summarizing, and returns charts and Word or Excel reports.

    • Campaign KPIs without waiting for an analyst
    • Secure access with managed identity, no stored passwords
  • Product

    Every prompt screened

    Any industry on Microsoft 365

    Microsoft

    AI activity and data posture for Microsoft 365

    Sentinel watches Copilot and Copilot Studio agents in a Microsoft 365 tenant. It logs prompts and tool calls, scores each agent's risk, flags oversharing and stale access, and screens prompts for injection attempts with a classifier that runs locally at no per-call cost.

    • Every agent prompt screened
    • Runs inside the customer's own Azure tenant
  • Proof of concept

    Video, searchable

    Any department

    Microsoft

    SharePoint agent that understands video and documents

    When a video or document lands in a chosen SharePoint folder, a cloud function analyses it and stores structured results that a Copilot Studio agent can answer questions about.

    • Video content answerable from chat
    • No manual tagging

Bring us one workflow that eats a skilled person's morning.

In a 30-minute call we will tell you what an agent can take on, what needs a reviewer, and what the data needs first.

Book a strategy call

Tell us what you are working on

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Or email it.services@princetonits.com or call +1 (212) 507-9350.