AI-Agents for Account Executives working with Microsoft Outlook

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

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 Referral Follow-Ups

Send a relevant note when a referred prospect has not replied.

Your unanswered introductions get a relevant follow-up when due, and you hear when a referred lead replies.

Works with6 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
Update Lead Status

Show first contact and follow-ups for leads in your pipeline.

Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.

Works with11 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
Draft Meeting Confirmation Replies

Check prospect meeting confirmations and draft replies around conflicts.

Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.

Works with5 tools
Draft RFP Proposal

Draft client RFP responses with approved scope and prices.

Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.

Works with4 tools
Email Daily Inbox Summary

Put prospect questions needing a reply ahead of sales updates.

Start your day with a short inbox summary that puts unanswered requests and deadlines first, with routine updates grouped below.

Works with6 tools
Prepare Flagged Email Tasks

Turn flagged prospect replies into clear tasks due tomorrow.

See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.

Works with6 tools
Reply to Ad Leads

Send first replies to ad inquiries and flag prospects needing a call.

Your sales team sees which ad leads have a first email queued and which need personal follow-up, right in your lead management platform.

Works with4 tools