Your company's knowledge is everywhere — and findable nowhere.
It's scattered across SharePoint, Teams, your ERP, and a dozen drives. The answers exist; finding them, trusting them, and turning them into finished work eats hours of your team's week. We build custom Microsoft 365 Copilot agents that read your documents, find the answer, and do the work that comes next — on the Microsoft stack you already own.
Contract review & risk triage
“Contract review takes hours, and we worry we'll miss a clause that costs us.”
An agent that reads an incoming contract against your own policy, flags the risky terms, and tells you where it deviates — in minutes, not an afternoon.
See it on one of your own contracts → book a walkthroughMost Copilot demos stop at search. This one reads the contract, applies your policy, and makes a judgment — that's where the platform earns its keep.
Unified knowledge agent
“Our knowledge is scattered across SharePoint, Teams, the ERP, and shared drives — nobody can find anything.”
One agent that searches across all of it and gives your team a trusted answer with its source — instead of fifteen minutes of hunting per question.
The hard part isn't search — it's an answer your team trusts enough to act on, with the source to back it.
RFP / proposal first-draft
“Eighty percent of our RFP answers already exist somewhere — but we rewrite them from scratch every time.”
An agent that pulls from your past proposals and approved content to assemble a first draft, so your team edits instead of starting from a blank page.
The trick isn't pulling from an old proposal — it's knowing which past answer is the right one and shaping it to this RFP.
Meeting-prep / account brief
“My team spends three to five hours prepping for every big meeting.”
An agent that builds the brief — account history, open items, relevant docs, the latest context — before the meeting, so prep is a review, not a research project.
A generic summary misses what matters. Pulling the right history, the open items, and the latest context into one place is what makes the brief useful.
Document & data extraction
“We pay people to retype data from PDFs into our systems.”
An agent that pulls the fields off invoices, forms, and statements and writes them where they belong — accurately, every time, no keying.
Reading a clean PDF is the easy case. Handling the messy, inconsistent real ones accurately, every time, is what makes it dependable.
Not sure which of these fits first? That's the conversation.
Every Kinetiv engagement starts here — with a real look at where AI agents actually move your business. Let's find your highest-value starting point.
Let's talk See how it works →