pEntities – Unified Document, Email & AI Workflow Automation for Microsoft Teams

pEntities is an AI-powered Microsoft Teams application that unifies documents, emails, tasks, and automated workflows into a single intelligent workspace. Built using the Teams Toolkit and fully integrated with Microsoft 365, pEntities centralizes content from SharePoint, OneDrive, Teams, and Outlook while preserving original permissions and governance.

With pEntities, organizations can streamline document processing, automate routine operations, and collaborate more effectively through entity‑based AI agents. Each Entity (bucket) provides its own isolated workspace where users can collect files, manage metadata, engage in structured workflows, and leverage AI models for summarization, extraction, classification, and task automation.

pEntities includes deep Microsoft Planner integration, advanced document intelligence, semantic search, metadata-driven rules, Power Automate connectivity, and AI-enabled knowledge bases making it an ideal solution for HR, finance, legal, operations, and project teams.

Premium Subscription Required for Advanced Features

Document Intelligence AI Agent, Computer Vision, Advanced Semantic/Vector Search, and purpose-built templates (HR, Finance, Legal) require a paid subscription. These advanced capabilities provide AI-powered document processing, automated data extraction, and pre-configured workflows tailored to specific business needs.

To access premium features, please subscribe to a premium plan.

Free Features

Unified document and email hub: Collect, reference, and manage content from SharePoint, OneDrive, Teams without moving files

Entity-based workspaces: Create isolated workspaces (buckets) for organizing documents, emails, and tasks

Advanced file management: Update metadata, track versions, modify permissions, and create share links

Task & workflow automation: Create and assign Planner tasks, trigger workflows based on metadata rules

Power Automate connectivity: Connect to Power Automate flows for extended automation

Premium Features (Subscription Required)

Document Intelligence AI Agent: Advanced AI model trained on your workspace documents for contextual reasoning and automation

AI-powered document processing: Automatically extract structured data from invoices, receipts, contracts, identity documents, and more

Computer Vision: Image analysis, OCR, and visual content extraction

Advanced Semantic/Vector Search: AI-enhanced retrieval across documents, emails, and extracted content

Purpose-built templates: HR, Finance, and Legal templates with preconfigured data models and workflows

AI Knowledge Base: Enable files for advanced AI reasoning and contextual document intelligence

Designed for Real Business Scenarios

HR onboarding/offboarding, employee records, certifications, leave management

Finance invoice processing, budgets, expense workflows, payroll documentation

Legal case management, contracts lifecycle, compliance governance

Project task coordination, team collaboration, cross-department data sharing

Built for Microsoft 365

pEntities ensures full security, scalability, and compliance with the Microsoft 365 environment. All data remains within your Microsoft 365 tenant with enterprise-grade security and governance.

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