AI-Agents for Account Managers in Exception Handling working with Microsoft Office 365
Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Prioritize client-related replies and meeting follow-ups.
Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.
14 toolsEmail account managers the signer list and invitation time.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
26 toolsTrack labeled client follow-ups as shared tasks, once per thread.
Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.
12 toolsFlag client meeting invitations that overlap account commitments.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
7 toolsTurn flagged client emails into next-day tasks with the next step.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
6 toolsSend client renewal emails and spot accounts that need a follow-up.
Your renewal emails use customer details, and a row-by-row report shows you which messages went out and which need attention.
5 toolsAdd joining links to client check-ins and update their invites.
Guests get a way to join remotely when your calendar invites need one, without you making calls and resending updates by hand.
5 toolsFind the right account meeting link for a client note.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
8 tools
