Documentation assistant for operators

An operator looks for the process sheet in a SharePoint folder by the machine, or asks the foreman, who gives the same answer for the tenth time in a shift, while the drawing sits in SolidWorks PDM, which the operator cannot access. The assistant in Teams on a tablet answers from your instructions, equipment manuals and approved drawing PDFs with a link to the document and page, and when the information is not there, it says so.

Built for ISO 27001NIS2 DORA

Documentation assistant for operators
  • Copilot agent in Teams
  • An organised SharePoint library
  • Access by department and role

The instructions are in SharePoint and the drawings in SolidWorks, but the operator cannot find them when needed

  • With a page the answer shows the SharePoint document and the place in it
  • Teams on a tablet at the workstation or on a phone
  • Approved only SolidWorks drawing PDFs, approved revisions only
  • Your tenant documents stay in Microsoft 365

In a manufacturing company, documentation builds up over the years: process sheets for every product, equipment setting tables, manufacturer manuals in several languages, safety instructions, quality requirements. Some of it sits in SharePoint, some on a shared drive, the drawings in a SolidWorks or Autodesk Inventor PDM system the operator cannot access, and some in paper binders in a cabinet on the shop floor. When an operator needs the temperature for a new product, the torque for a nut or a tolerance from a drawing, the fastest way is to ask the foreman. The foreman answers dozens of such questions per shift, a new employee works independently only after several weeks, and a setting recalled from memory is sometimes from an old version of the sheet.

We build a Copilot agent in your Microsoft 365 tenant that answers only from approved documents in a SharePoint library. Together with your process engineers we put the documents in order: current versions of process sheets, equipment manuals, setting tables and safety instructions with clear owners and versions, and only approved drawing PDFs with a number and revision, not source files, travel from SolidWorks or Inventor into the library through a Power Automate flow. The operator asks in Teams on a tablet at the workstation or on a phone, for example what pressing pressure applies to a product by drawing number, and gets an answer with a link to the specific document, page and version so they can check it themselves. If the information is not in the documents or the sheet is marked as in progress, the agent says so and points to the foreman or process engineer instead of guessing. Access is managed through Entra ID by department and role, the agent never edits documents, all questions stay in your tenant and are visible in a log, from which the process engineers see which instructions are missing or unclear.

How it works

Four steps from input to a record in your system, with human approval wherever there is risk.

Putting the documentation in order

With your process engineers and the maintenance department, we gather process sheets, equipment manuals, setting tables and safety instructions into a SharePoint library with versions and owners. Only approved drawing PDFs with the revision travel from SolidWorks or Autodesk Inventor into the library. Outdated versions are archived separately so the agent never sees them.

What you get

Copilot agent in Teams
Copilot agent in Teams

An agent in your Microsoft 365 tenant, available in Teams on a tablet and on a phone, with answers and links to the SharePoint document, page and drawing revision.

An organised SharePoint library
An organised SharePoint library

A structure for process sheets, equipment manuals and safety instructions in SharePoint with versions, owners and an archiving routine, plus a Power Automate flow for approved drawing PDFs from SolidWorks or Inventor.

Access by department and role
Access by department and role

Entra ID groups so that operators see the documents of their own department and equipment, while confidential SolidWorks source files and unapproved revisions stay closed.

Gap report and training
Gap report and training

A weekly report of unanswered questions for the process engineers and short training for foremen on how to maintain documentation in SharePoint so the agent can find it.

What we build it with

A Copilot agent over SharePoint documents and approved drawing PDFs exported from SolidWorks or Autodesk Inventor through a Power Automate flow, with a source on every answer. We take drawings through a PDM export or a file folder, depending on your version. See the service page for details and limits.

Frequently asked questions

Does it work with SolidWorks and Autodesk Inventor drawings?

Yes, but we give the assistant not the source files but PDFs of approved revisions, which SolidWorks PDM or Inventor Vault export to a SharePoint folder through a Power Automate flow or a scheduled export, depending on your version. We choose the integration method after a check, and we do not claim an official partnership with these vendors.

Our equipment manuals are in German and English. Will the operator get the answer in their own language?

Yes, the agent finds the answer in the original-language document in SharePoint and presents it in the operator's language with a link to the original page. It quotes technical terms and numbers exactly, and the operator can always check the source.

Can the agent change a setting or a sheet on its own?

No. The agent only reads documents and answers. Process sheets in SharePoint and drawings in SolidWorks are changed by process engineers according to your change procedure, and the next day the agent answers from the new version.

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Expertise confirmed by certifications

This service is delivered by specialists with valid international certifications. Their expertise is confirmed by independent organisations, not by us.

All certifications
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    AISP PECB

    Artificial Intelligence Security Professional

    AI systems are deployed with protection against data leakage and model abuse.

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    AAISM ISACA

    ISACA Advanced in AI Security Management

    The AI security programme and its controls are managed following the ISACA methodology.

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    AAIR ISACA

    ISACA Advanced in AI Risk

    AI risks are identified and managed like any other IT risk.

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