AI & Microsoft 365 · Engineering in Germany
Less busywork.More headspace.
We build AI assistants and workflows that take searching, sorting and retyping off your team’s hands. Connected to SharePoint, Microsoft 365 and the business systems you already use.
Built for small and mid-sized businesses. Talk directly to the people developing your solution.
Start with the working day
What slows your team down every day?
The clues are often in the inbox: the same questions, documents to retype, information spread across five folders. Together, we work out which parts the software can take care of.
A request comes in. The relevant information is already there. Your team can make the call.
Inside the systems you use
Your team stays in Teams, SharePoint or your business application. The assistant finds the relevant content and saves its work there. We account for access rights and approvals from the start.
One use case at a time
Together, we choose a recurring task that takes up time. We use it to find out what can be automated, how well it works and whether the next step is worth taking.
Talk to the people building it
From the first question to the handover, you work directly with the developers. You can follow the decisions and receive the code, configuration and documentation for your solution.
AI & Automation
Give recurring tasks a better workflow.
Sort an inbox, capture a purchase order or answer a question about the handbook. We build the support your team needs and connect it to your data.
AI-Supported Workflows
Classify documents, extract information, summarize content, prioritize tasks and automatically trigger downstream processes.
- Classification and routing of incoming cases
- Structured extraction from PDFs, email and forms
- Automatic handover to Microsoft 365 and business systems
Enterprise Knowledge Chatbots
Make knowledge from SharePoint, documents and connected business systems accessible through natural language.
- Answers cited back to your own content
- Existing permissions respected, not bypassed
- Delivered in Teams, on the intranet or inside your application
Automated Support Agents
Analyze requests, search company knowledge, prepare responses, classify cases and escalate to people when needed.
- Detection of intent, urgency and ownership
- Draft replies for approval instead of uncontrolled sending
- Defined escalation to a person whenever a case is unclear
Custom AI Integrations
Integrate custom AI capabilities and agents into existing applications, APIs, Microsoft 365 and business processes.
- AI features built directly into your own interface
- Connections through REST APIs and Microsoft Graph
- Tools and actions the agent calls under clear constraints
Example workflows
What happens between arrival and resolution.
Two examples show which tasks the software can handle and where your team decides. These illustrate possible solutions, not existing client projects.
From customer enquiry to a reviewed reply
An email lands in the service inbox. Instead of someone reading, researching and answering from scratch, the flow prepares everything — the decision stays with your team.
Email arrives
The message is picked up from the mailbox, attachments included.
Understand the request
The model determines topic, urgency and ownership, and assigns the enquiry to a category.
Search company knowledge
Relevant passages from manuals, SharePoint libraries and earlier cases are retrieved.
Add the missing data
Customer, order or contract details are pulled from the connected business system.
Draft the reply
A draft is written in your tone of voice, with the sources it relied on.
Update the case
Category, summary and draft are written back to the ticket or case record.
Approved by a person
Someone reviews, adjusts and sends — nothing goes out automatically unless you explicitly allow it.
Your team no longer starts from a blank page; it edits and approves. Routine cases clear faster, and the difficult ones still reach a person.
From an incoming document into your Microsoft 365 system
Invoices, delivery notes and contracts arrive by email or upload. The flow recognises them, checks them and files them as structured data — traceably, at every step.
Document arrives
It comes in through a mailbox, an upload or a monitored SharePoint library.
Classify
The document type is identified and the matching process is selected.
Extract fields
Reference numbers, dates, amounts and parties are read out as structured values.
Validate against your rules
Your business rules check the values; anything uncertain is flagged rather than quietly accepted.
Collect the approval
An approval step in Power Automate or Teams puts the decision in front of the right person.
Hand over to the target system
Document and metadata land in SharePoint or the business system — filed, tagged and findable.
A PDF in an inbox becomes a structured record in the right place. The retyping and the searching disappear; the audit trail does not.
Example use cases
Does any of this sound familiar?
These four examples start with tasks that come up every day in many businesses. They show possible applications and are not client references.
Order processing
Capture orders without retyping them
Orders arrive as PDFs, email text or form submissions. An AI-supported flow reads line items, quantities and terms, checks them against your master data and creates the record in the target system.
Less manual data entry and fewer transcription errors; anything ambiguous is put forward for review rather than guessed.
Customer service
Enquiries prepared, not raw in the inbox
Incoming enquiries are categorised, enriched with the relevant knowledge and turned into a draft reply. The case is already sorted before anyone opens it.
Shorter handling times on routine requests and more consistent answer quality across the team.
Sales support
Assess tenders faster
Long tender and enquiry documents are reviewed for requirements, deadlines and exclusion criteria, then matched to the right building blocks from previous proposals.
Qualification happens earlier, and proposal drafts start from material you already own instead of a blank document.
Knowledge management
Answers straight from your own documents
Work instructions, policies and project documents sit across SharePoint, file shares and mailboxes. A knowledge assistant answers questions from them — with a link to the source document.
Fewer interruptions for the handful of people who know, and a faster start for new joiners.
The connection
When AI meets Microsoft 365.
A useful enterprise assistant needs two things: access to the right knowledge and access to the right processes. In most mid-sized companies, both already live in Microsoft 365.
Where your information sits today.
- SharePoint libraries
- Documents and PDFs
- Forms and lists
- Business applications and APIs
Prepared, structured and made searchable.
- Preparation and chunking
- Metadata and permissions
- Semantic and keyword search
- Scheduled refresh
Understands the request and works with context.
- Language model with your context
- Retrieval augmented generation
- Business rules and approvals
- Defined tools and actions
Where the work is actually done.
- Microsoft Teams
- SharePoint intranet
- Service and support inbox
- Web and business applications
This chain is where an assistant turns out to be genuinely useful or merely impressive. Because we build both the AI side and the Microsoft 365 side, the path from document to answer stays in one pair of hands.
SharePoint & Microsoft 365
Get more from Microsoft 365.
SharePoint, Teams and Power Automate cover a lot of ground. We develop the interfaces, connections and workflows needed for your specific requirements.
SharePoint Development & SPFx
Custom web parts, extensions, integrations and business components for modern SharePoint environments.
- Web parts and extensions built on the SharePoint Framework
- Business systems connected through REST and Microsoft Graph
- Reusable components instead of one-off fixes
Modern Intranets
Modern employee portals with clear information architecture, polished experiences and integrated business processes.
- Information architecture and navigation concept
- Communication sites and an editorial process
- Embedded applications, not just a list of links
Forms & Workflows
Digital forms, approvals, Power Automate processes and custom workflow solutions.
- Digital requests with validation and status tracking
- Multi-stage approvals in Teams and Outlook
- Custom logic wherever the standard runs out
Microsoft 365 Migrations
Modernize existing SharePoint, file and document environments and move them into Microsoft 365.
- Inventory of content and permissions
- A target structure built on metadata, not nested folders
- A staged move with clear checkpoints
How we deliver
Find out early whether it works.
We work in manageable steps. You see an early prototype using your examples, then decide where to take it.
01
Understand
Map the process, the data, the systems and the outcome you want.
02
Prototype
Try an initial workflow with your documents and typical requests.
03
Integrate
Embed the solution properly in your existing systems and routines.
04
Improve
Refine and extend it step by step, based on real usage.
Before we expand the solution, we check together: does it actually save work?
Why ProperIT
Good questions. And someone who can build it.
We are ProperIT Consulting, based in Bad Schwalbach, Germany. We build software for businesses that want their work to run better, bringing AI and Microsoft 365 together. It starts with a conversation about your day-to-day work.
Technical depth
We establish which data is available, which interfaces work and where the effort lies. Those questions belong in the first conversation about your solution.
Practical implementation
Sometimes a simple workflow is enough. Sometimes you need a custom application. We recommend the scope your task calls for.
Connected to daily work
A summary belongs with the case; a document belongs in the right library. We take care of those final connections that make a solution useful every day.
Direct communication
Short lines, plain language and an honest assessment — including when a use case is not yet worth the effort.
What would make tomorrow’s work easier?
Which task would you like to take off your team’s hands? Tell us how it works today. We will look at the options, the data needed and a sensible first step.