No more searching. Just ask, in Teams.

The impact

  • More billable timeconsultants search less and spend more time on client work
  • Faster onboardingnew consultants find their own way in all the knowledge
  • 100/100real test questions answered without errors
Client
SmartR
Sector
Consultancy · housing associations
Status
Live

[01] The problem

SmartR’s consultants work with policy papers, templates and client files every day. All of it sat in SharePoint, spread over many folders. Finding the right piece took time, again and again. Time nobody could bill for.

[02] What it brings

  • Consultants ask a question in Teams and get the answer from SmartR’s own files. No new app, no extra login.
  • Every answer shows its source, so they can trust it and check it.
  • New consultants find their own way, without asking colleagues all day.
  • The right template is ready to download, with a useful next question.
  • A daily heads-up on deadlines, so nothing gets missed.
  • Each end client’s data stays strictly separate.

[03] How it works

  1. 01New files land in SharePoint
  2. 02They are read and indexed
  3. 03A consultant asks in Teams
  4. 04Answer with sources and templates
  • 115documents in the knowledge base
  • 3,232pieces of knowledge it can search

Built withMicrosoft Teams · SharePoint · Supabase · n8n · Claude

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