Activity Reporting AI-Agents for Account Executives in Management Consulting working with Microsoft Outlook

Audit pages, track rankings, compare traffic. Every one is ready to run, and you can adjust it in plain language.

Draft and Send Outreach

Draft fact-backed first emails to prospective accounts for approval.

Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.

Works with25 tools
Export Lead Lists

Find the strongest buyer matches before starting new conversations.

Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.

Works with12 tools
Send First Outreach Emails

Send approved leads an opening based on their sales notes.

Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.

Works with8 tools
Reply to Sales Prospects

Answer prospect replies and flag the conversations ready for a meeting.

Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.

Works with23 tools
Send Sales Follow-Ups

Send deal follow-ups that reflect each prospect's latest reply.

Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.

Works with23 tools
Send First Outreach Email

Turn approved introductions into personal first emails to buyers.

Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.

Works with9 tools
Send Sales Follow-Up Emails

Follow up with quiet prospects in the original sales thread.

Your sales follow-up emails go out when due if prospects stay quiet, and their replies stand out in your inbox.

Works with6 tools
Build B2B Lead List

Find likely buyers at companies that match the sales brief.

Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.

Works with7 tools
Build Sales Lead Lists

Find people to approach at accounts that match the sales brief.

Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.

Works with7 tools
Compile Profile Lead Lists

Find current prospects at named accounts for deal research.

Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.

Works with7 tools
Send Call Follow-Up Emails

Turn discovery call notes into a relevant prospect email.

Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.

Works with8 tools
Send Cold Outreach Email

Start approved prospect conversations with one researched email.

Your lead approves a target account, and you get a relevant first email or a clear reason to review it.

Works with5 tools
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