Business Value
Copilot and agentic automation enable the detection of work from Outlook and Teams. By streamlining time entry, expense report creation, and approval processes, we significantly reduce administrative burdens and improve invoice accuracy. This leads to faster invoicing, fewer errors, and enhanced satisfaction for project managers, consultants, and invoice administrators.
Feature Details
Using Copilot and agentic automation, we will eliminate inefficiencies in the invoice process by automatically detecting work from Microsoft Outlook calendars and Microsoft Teams meetings. These features will allow for automated creation and submission of time entries, and remove the need for alerts and reminders that often frustrate project managers, consultants, and invoice administrators.
Additionally, our automation will facilitate the creation, submission, and policy checking of expense reports from emails and receipt scans, and incorporate automatic policy validations. Project managers will have the capability to upload documents that contain rules to flag approvals that need review while allowing others to be automatically approved.
Overall, these advanced technologies, through natural language inferences and automation, will help project-centered companies submit accurate invoices, minimize corrections, and eliminate frustrations and last-minute issues for everyone involved.
Enabled for:
Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Copilot in Project Operations
Optimize processes with agent-led time, expense, and approvals
Business Value
Copilot and agentic automation enable the detection of work from Outlook and Teams. By streamlining time entry, expense report creation, and approval processes, we significantly reduce administrative burdens and improve invoice accuracy. This leads to faster invoicing, fewer errors, and enhanced satisfaction for project managers, consultants, and invoice administrators.