UpBrains AI for Microsoft

One integration surface for your Microsoft stack

UpBrains AI connects to the Microsoft applications your operations team lives in (Outlook, Excel, Word, SharePoint, OneDrive, Teams, and Dynamics 365) so quotes, POs, invoices, and CoAs move from mailbox to system of record without manual retyping.

Outlook: inbox automation where orders arrive

Watch shared Outlook mailboxes for incoming quotes, purchase orders, and invoices. AI agents classify each message, extract the attached documents, and kick off the right workflow (order entry, RFQ response, or invoice matching) while the original conversation stays in Outlook.

Excel and Word: documents in, structured data out

Extract header fields and line items from Excel price lists, order forms, and Word documents, and write clean structured results back to Excel workbooks your team already maintains. Layout-preserving OCR keeps tables intact across PDF, Excel, and image attachments in more than 70 languages.

SharePoint and OneDrive: storage-triggered workflows

Trigger extraction and validation the moment a document lands in a SharePoint library or OneDrive folder, and file the processed output (extracted data, review status, and the source document) back where your team expects to find it.

Teams: approvals and exceptions where people talk

Route human-in-the-loop review requests, order exceptions, and status notifications into Microsoft Teams channels, so approvals happen in the tool your team already has open.

Dynamics 365: post straight to your system of record

Push validated orders, invoices, and customer records into Dynamics 365 Business Central, Dynamics 365 Finance & Supply Chain Management, or Dynamics 365 CRM. UpBrains AI acts as an overlay on your ERP: extracted and verified data lands as proper transactions, not as another inbox to reconcile.

Get started

Book a demo to see your own Outlook mailboxes, SharePoint libraries, and Dynamics 365 environment working as one automated pipeline.