Features

T-pilot ships as a single edition. Any valid T-pilot license unlocks every feature below.

Home: document generation wizard

A 6-step wizard that merges Word, Excel and PowerPoint templates with SharePoint list data.

1. Templates: browse or search SharePoint sites and libraries for templates (admin-configured shortcuts, personal favorites and free site search), with a Cards or List view toggle and multi-select.

2. Data: pick one SharePoint list and the items to merge from it (shortcuts, favorites and free search). Once a selection is active, the list is locked. Master and child data can link up to 3 additional lists on the same site to the chosen list.

3. Save location: pick the destination library or folder for the generated documents (shortcuts, favorites, free search, and an optional "New folder" option).

4. File names: a token-based naming pattern editor ({Template}_{DataItem}_{Date} by default; your organization's default is set on the Config page), plus a per-document editable file-name table with SharePoint filename validation and duplicate-name detection.

5. Review and generate: a summary of every earlier choice, a one-click "Generate N document(s)" action, and independent retry for each document that fails. If you return to this step later, T-pilot asks whether to overwrite or copy existing files.

   Word, Excel and PowerPoint templates can all be merged, and so can OpenDocument templates (odt, ods, odp and their ott, ots, otp equivalents), HTML, Markdown, text, XML and JSON templates.

6. Analyze (optional): runs Azure OpenAI analysis (Risk, Gap, Classify, Fact-check and Bias) on the generated documents, with findings per document and per type, retry, and a CSV export of the results. You can always skip this step ("Skip analysis and finish"). The step is available only after your organization has configured its own Azure OpenAI endpoint. Until then, the wizard hides it.

Config: tenant configuration

Admins manage these settings from the Config page. Changes to template sites, data sources, save locations and custom placeholders are saved immediately.

• Template sites: the document libraries that Step 1's shortcuts are drawn from.
• Data sources: the SharePoint lists that Step 2's shortcuts are drawn from. Master and child data links extra related lists to a data source.
• Save locations: the libraries and folders that Step 3's shortcuts are drawn from.
• Custom placeholders: tenant-defined placeholder key and value pairs, merged into templates alongside list-field placeholders.
• Preferences: language, culture, theme and the tenant-wide default file-naming pattern. Preferences use Save and Cancel buttons, because they are a single record rather than a collection.

Template management

• Create blank template: generate a blank Word, Excel or PowerPoint template pre-populated with a chosen list's field placeholders.
• Create template: the same, starting from an uploaded file.
• Validate template: check an existing template's placeholders against a list's actual fields.
• Convert template: re-save a template's placeholders and format into a target library.

Admin

The Admin area is available to Admins and the Owner. For details, see Roles and seats.

1. Usage and billing: your tenant's usage against its license.
2. License
   • Apply a license key.
   • View the existing license key.
   • View license status, including which users are using a seat.
   • Assign a license seat to a user, and remove a user's seat.
   • Assign a license seat through a Microsoft Entra group. A seat assigned through a group can only be released by removing the user from that group. A "force refresh" button re-syncs seat assignments with current group membership on demand.
3. Admin users: invite and list admins, change an admin's role, and remove an admin.
4. Contact person: the tenant's contact on file, used for license requests and notifications.

Support

• Product support and deployment help for self-hosted installs.