Skip to Content

...more features

Operating

Essential tools for your daily success.

AI Copilot

The AI Copilot is integrated with the platform. It is able to search stored information and documents. This allows intentional setting of a scope specific to information used to support your specific customer systems and applied technology.

Outlook

Outlook can be used for email, calendar, tasks and managing groups that are very useful for organizing your information.

Teams

Teams is the chat and communications portal. It is also the place where configured environments can be created as zones specific to equipment, customer or technology.

OneNote

OneNote is a very powerful, open-form note taking application. It is useful for quickly organizing large amounts of information in an easy to shift way.

Lists

Lists is a tool that allows for tables to be created who's data is easily ported to other applications or functions.

Planner

Planner is a powerful planning application used to organize your work in buckets, across projects and with people. It allows configuring various properties useful for building complex projects.

Project

Project is a web oriented, large project manager that works in conjunction with Planner.

Visio

Visio is a diagramming application useful for quickly capturing customer systems or complex ideas.

Sharepoint

Sharepoint is the primary environment for holding all aspects of the Microsoft 365 environment.

Excel

Excel is a spreadsheet application useful for capturing data in tables. This allows presenting as such or placing values into formulas and charts for analysis.

PowerPoint

PowerPoint is a slidedeck creating application useful for capturing information and presenting as individual slides or boards.

Word

Word is a word processor useful for creating written documents capturing information for reference or customer delivery.

Building

Everything you need to modify and make it what you need.

Power Automate

Power Automate allows for automating tasks and series of tasks based on triggers.

Power Apps

If an existing application or feature does not get done what you need, Power Apps is a platform where what you need can be quickly built.

Power Pages

Power Pages allows internal and external pages to built that suit projects or other specific situations a web page is useful for.

Admin

The Admin area is where all of the Microsoft 365 environment is managed from.

Azure

Azure is the cloud environment where many, many different cloud functions can be built and configured.

Questions?

Frequently asked questions

Here are some common questions about the system and product.

Working on technical systems requires significant information about the system itself, and the context it exists in. Multiple modes of capture, relation, and presentation are required to fully unlock the value and speed of use. We have created a means to get this done for you.

As you are working, you encounter things that will be needed later. For most purposes, there is a phone, tablet and browser app to capture information. These same apps are where you will go to get it when the time comes.

This platform is for people in the field doing the work at site, people in the office designing and supporting, and also managers and executives who need to see the big picture.

The AI Copilot system can reference both the information you have stored, and the web. You are able to select this depending what scope you want it to use. This is a particularly useful function because as you capture information and store documents, you can then ask questions in the chat to get answers that otherwise can take hours to get to.

You can reach our customer support team by emailing info@controllingautomation.com, calling +1 918-852-5796, or using the live chat on our website when it becomes available. Our dedicated team is available during CST normal working hours to assist with any inquiries or issues.

We’re committed to providing prompt and effective solutions to ensure your satisfaction.

This is the tutorial to get you on this journey...

Ready to learn how to do this? Our tutorial will give the framework for doing this.