AI-Agents for Account Executives in Evidence Checking working with Microsoft Outlook

Check purchase facts, compare invoices, request missing proof. 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
Draft Initial Outreach Email

Draft a first email connecting a target account's priorities to the offer.

Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.

Works with38 tools
Summarize Signed Agreements

Surface the terms promised in each signed client deal for team review.

Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.

Works with10 tools
Find Local Sales Leads

Send tailored first emails to local prospects for new deals.

Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.

Works with6 tools
Build Campaign Lead Lists

Review campaign prospects and their suggested outreach owners.

Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.

Works with7 tools
Check Quote Concessions

Flag quote concessions that differ from the buyer's email.

See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.

Works with10 tools
Email Morning Prospect Queue

Surface companies outside the roster with an opening for outreach.

Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.

Works with16 tools
Draft Outreach Emails

Prepare first emails that connect approved offers to prospect details.

Your campaign queue gains tailored first email drafts for contacts who fit your buyer profile, with weak openings flagged for review.

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
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