AI-Agents for Request Intake in Wholesale Distribution working with Microsoft Excel
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Add Qualified Contacts
Add verified trade buyers to outreach and flag contact exceptions.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Works with
11 tools
11 tools
Add Qualified Prospects
Check retailer buyer contacts before adding them to the sales register.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Works with
8 tools
8 tools
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