File Indexing

Purpose

File Indexing helps quality consultants review large internal or client-provided document sets by creating a usable index of files, including names, dates, locations, file types, and concise descriptions of each document.

Primary users

The primary users are quality consultants who need to navigate large sets of templates, legal documents, regulatory documents, or client-supplied files and quickly understand what each document contains.

Where it fits (process/stage/trigger)

This agent fits when a large set of documents has been placed into a SharePoint site for client data or internal quality work, and a consultant with read access needs to scan the site to understand available files and identify what may be needed or missing.

Key capabilities / workflow

The workflow scans a specified SharePoint site, identifies documents, extracts file information such as filename, path, file type, dates, and locations where available, generates a one-line description of the data in each file, and produces an index that can also support RAG-based lookup so consultants can ask for what they need and be pointed to matching files.

Inputs

Typical inputs are the SharePoint site specified by the consultant and the documents available within that site, including internal templates and client-provided legal or regulatory documents; no additional structured inputs were specified.

Outputs / Deliverables

The output is a spreadsheet-style index in CSV or Excel format containing the filename or path, file type, and a one-line description for each file, with summaries and related regulations where available from the indexed documents.

Value

File Indexing saves consultant time by turning large document repositories into a searchable, summarized index, making it easier to find relevant files, understand document contents, support further work, and identify whether needed materials may be missing.