AI-Agents for Account Executives working with Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

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 Outreach Emails

Send prepared emails to leads and see which contacts have replied.

Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.

Works with12 tools
Build Local Email List

Find public emails for nearby prospects before outreach.

Your local prospect list comes with public business emails and links to the pages where they appear, ready to review in your outreach spreadsheet.

Works with9 tools
Follow Up With Leads

Send a due lead follow-up in the original email thread.

Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.

Works with16 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
Book Lead Meetings

Book introductory meetings with new prospects on the rep's calendar.

Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.

Works with33 tools
Notify Deal Owners

Email you a link when a proposal on your deal is rejected.

Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.

Works with29 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
Draft and Send Proposals

Draft prospect proposals from post-call needs and approved rates.

Your prospects receive branded business proposals based on their emails and the pricing rules you set.

Works with5 tools
Email New Referral Leads

Introduce referred prospects using their stated need and log the next step.

New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.

Works with20 tools
Organize Work Emails

Summarize prospect emails and log them for follow-up.

Get short summaries and useful labels for incoming work email. Scan your tracking sheet when it's time to follow up.

Works with5 tools
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