Microsoft 365

Less retyping between Outlook, documents and your administration

I connect work in Outlook and SharePoint with your administration. Your team receives a file, briefing or draft for approval.

Review my software and process

Process example 01

From Outlook to a customer file

Source

A customer email, its attachments and a customer number.

Prepared output

The workflow brings the request, missing details and a draft reply together.

Human approval
An employee checks the customer match and approves the reply. An uncertain match stays open.

Process example 02

Prepare for a meeting

Source

An Outlook appointment, recent email and selected SharePoint documents.

Prepared output

A short briefing with agreements, open questions and links to the source documents.

Human approval
The owner checks that sources are current. Documents outside their permissions stay out of the workflow.

Process example 03

Check attachments

Source

An incoming document and your team checklist.

Prepared output

An overview of present and missing items, with references to their location.

Human approval
The reviewer decides whether the document meets requirements. Conflicting versions are flagged.

What I build around your software

We choose one recurring process and measure its current workload. I define the sources, matching rules and approval step, then build the preparation. We test ordinary cases and exceptions together. Your team receives the workflow, instructions and a manual fallback.

Combining systems

Microsoft 365 + Exact Online

An invoice question arrives in Outlook. The workflow compares the authorised invoice overview with customer correspondence and prepares a reply. The finance team checks amounts and agreements.

Microsoft 365 + AFAS

An AFAS file refers to documents in SharePoint. The workflow can prepare a document checklist once permissions and the permitted connection route have been established.

What Copilot already does

Copilot in Outlook sorts, flags and archives on command and summarises documents. If you have that licence, I do not rebuild it. My work starts with the route from Outlook to Exact or AFAS, amount checks by ordinary code and the exception queue. See what each package already does.

What needs checking first

I design and build the process around your mailbox and documents. For your environment, I first investigate data access, licences and whether a connection or export fits. These are process examples; this page does not promise an existing Tamboer connector for your environment.

Data and control

We start with read access to the minimum required data. Every prepared result refers to its sources. Missing information triggers a review. Writing changes or sending messages requires a separate, explicit approval step. Access, logging and the fallback are part of the agreed design.

Related processes

Frequently asked questions

Do I need to replace Microsoft 365?

No. We start with the software and working methods you already use. A new subscription is only discussed if the chosen process requires it.

What if the software already has AI?

We first check whether an existing feature solves the task. Tamboer adds process design and preparation between systems where work still remains.

Is the integration ready to activate?

I design and build the process around your mailbox and documents. For your environment, I first investigate data access, licences and whether a connection or export fits. These are process examples; this page does not promise an existing Tamboer connector for your environment.

Can AI change data on its own?

These examples prepare work for review. Changes and external messages require human approval and a separately agreed route.

How do we start?

Bring one recurring task and the names of your systems to your free AI plan. We examine where preparation can help and what needs checking first.

With Joost

Let us look at your software

Start with a free AI plan: an AI plan for your whole business, three tailored examples and a demonstration. Bring one task that keeps returning.

Request your free AI plan

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