claude

lobbi-m365-automator

Microsoft 365 automation for insurance and financial services firms. SharePoint site building, Teams provisioning, Power Automate flow generation, Exchange rules, M365 auditing, and OneDrive organization. 6 skills, 3 agents.

0 on GitHubby thelobbi.iov1.0.0MITupdated 20 days ago
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Plugin lobbi-m365-automator from marketplace taia-marketplace in trusted-american/marketplace. Commands read from the repo's manifest — 19 days ago.

What it installs

Skills (6)

  • exchange-rules

    Design Exchange Online mail flow rules and shared mailbox configurations for insurance and financial services email routing and compliance.

  • m365-auditor

    Design Microsoft 365 audit log query specifications and compliance reporting for FINRA, state insurance examiner, and internal audit requirements in financial services tenants.

  • onedrive-organizer

    Design OneDrive for Business folder structure and governance policy specifications to ensure consistent file organization, security, and compliance for financial services firms.

  • power-automate-gen

    Design Power Automate flow specifications for business process automation including approvals, document routing, notifications, and M365 system synchronization.

  • sharepoint-builder

    Design SharePoint Online site, list, library, and page provisioning specifications for insurance and financial services firms on Microsoft 365.

  • teams-provisioner

    Design Microsoft Teams team, channel, tab, and app provisioning specifications for insurance agency operations, loan processing, and financial services collaboration.

View source on GitHub

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