📊 Donna Business Agent

Donna is an AI-powered business assistant that automates routine tasks like email handling, calendar scheduling, and team collaboration. It also intelligently analyzes business documents such as PDFs, Excel files, and CSVs. With a powerful chatbot interface, Donna integrates seamlessly with Microsoft Graph API, Azure OpenAI, PandasAI, and more.

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🧠 Key Features

• 🤖 Conversational AI – Chatbot interface powered by LLMs (Azure OpenAI)
• 📄 Smart Document Processing – Analyze PDFs, Excel, and CSVs using AI
• 📧 Business Task Automation – Manage emails, calendars, Teams messages
• ☁️ Integrated Tools – Leverages Microsoft Graph API & Azure Document Intelligence
• 📈 AI Data Analysis – Uses PandasAI to handle data-centric queries and visualizations

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🛠️ Tech Stack

• FastAPI
• Azure OpenAI (LLMs)
• PandasAI
• Azure Document Intelligence
• Microsoft Graph API

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🧩 Key Modules

1. Workflow Management Module

Natural Language Chatbot UI

Handles:

• 📅 Tasks & Events
• 📧 Emails
• 📇 Contacts
• 🧑 Users
• 💬 Microsoft Teams

Powered by:
Microsoft Graph API + Tavily Search API

🧠 Step-by-Step Explanation

1. User Input
   The user types a natural language prompt, such as:

   • “Schedule a meeting with Alex next week”
   • “What’s the latest update on Tesla from the web?”

2. NLP via LLM (Azure OpenAI)
   The AI processes the input to:

   • Understand the intent
   • Extract parameters like names, dates, actions
   • Detect if any required details are missing

3. Check for Missing Parameters

   • ✅ If complete: proceed to the appropriate API
   • ❌ If incomplete: ask the user for missing info
     e.g., “What time should I schedule the meeting with Alex?”

4. Call Appropriate Tool/API

   • 📧 For email, calendar, Teams → Use Microsoft Graph API
   • 🔍 For real-time web info → Use Tavily Search API

5. Return Output to User
   The system responds naturally, e.g.:

   • “Meeting with Alex scheduled for Tuesday at 2 PM.”
   • “Here’s the latest news on Tesla: [summary]”

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2. Document Analyzer Module

📝 Description

This module enables users to upload documents (PDF, Excel, CSV) and interact with their content using natural language. Users can ask questions, extract insights, and even generate graphs—all through a conversational interface.

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🔁 Workflow Flowchart

A) 📄 For PDF Files

• PandasAI loads the spreadsheet into memory and interprets questions like:
  “Show sales trends over the last 6 months”
• The system can respond with:
  • Plain answers (e.g., summaries, totals)
  • Dynamic charts (bar, line, pie) based on the file contents

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✅ Example Use Cases

• Summarizing financial reports in PDFs
• Generating trend graphs from Excel sales data
• Finding anomalies or totals in large CSV files

🛠️ Technologies Used

• Azure Document Intelligence → For structured PDF extraction and parsing
• PandasAI + LLM (GPT-4) → For querying and analyzing Excel/CSV files
• Azure AI Foundry → Integrates GPT-4 capabilities into the analysis pipeline

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📚 Features

• 🔍 Web Search via Tavily API
• 🧠 NLP via Azure OpenAI (GPT-4)
• ✅ Intelligent parameter extraction and feedback loop
• 📊 Analyze Excel files and generate graphs in seconds
• 📄 Summarize PDFs using AI
• ✉️ Send emails by simply giving a prompt
• 📅 Manage meetings by checking participants' availability

🚀 UI Overview

Donna – The AI-Powered Business Agent – is structured across three interactive pages, each offering powerful features to streamline your productivity using AI + Microsoft Graph.

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📄 Page 1: Workflow Management Dashboard

🔹 Description:

This is your main control hub. On this page, you can:

• View today's tasks and events
• See recent emails
• Interact with the Natural Language Chatbot to perform a wide range of operations

🧠 NLP Chatbot Capabilities:

• You can get or add new contacts using simple commands like "Add contact for John Doe".
• You can manage events by adding, deleting, or updating them. You can also view all upcoming events or just today's events.
• The chatbot lets you set or get your current presence status (like Available or Busy).
• You can add new tasks, delete existing ones, or list all your tasks—including filtering for just today's tasks.
• You can join Microsoft Teams, send messages to team members, and list all your available teams.
• User management is also possible—delete a user, update someone's display name, create new users, or list all users in your organization.
• You can fetch or send emails directly by typing what you want to say, and the agent will even format the email for you.
• You can perform a web search by just typing your query into the chatbot.

✅ Key Features:

1. ✉️ Email Formatter & Sender
   Type:
   "Write an email to Rahul about project delay"
   → The agent formats the email and asks you for approval before sending it to Rahul (using contact info).

2. ✅ Smart Task Management
   Add, delete, or update your to-do items using simple phrases like:
   "Add a task to submit the report by 5 PM"

3. 📅 Smart Event Scheduling
   Donna checks your availability before scheduling meetings or events.
   You can also delete or update events with ease.

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👤 Page 2: Contact Management

🔹 Description:

This page allows you to:

• Add new contacts
• View existing contact details

The chatbot references this contact list when performing operations like sending emails or scheduling events.

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📑 Page 3: Document Analyzer

🔹 Description:

Upload PDF, Excel, or CSV files and ask any question related to the document's data.

✅ Key Features:

1. 📄 Smart PDF Reader

   • Summarizes complex documents
   • Answers specific questions like:
     "What are the contract terms?" or "Summarize the report"

2. 📊 Advanced Excel/CSV Analyzer

   • Supports multi-sheet Excel files
   • Type a question like: "Show revenue by department"
   • Automatically generates graphs
   • Supports .csv files as well

Clone the Repository

git clone https://github.com/your-username/donna-business-agent.git
cd donna-business-agent

pip install -r requirements.txt

uvicorn api:app --reload