AI-Agents for Account Managers in Request Intake working with Microsoft Office 365
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Draft new project proposals from client requests and approved rates.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 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 toolsPrepare client proposals from emailed needs and approved costs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsSend approved absence replies to clients and flag urgent account needs.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsReply to client emails and route urgent account requests to the backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsBook client check-ins and confirm the meeting by email.
Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.
10 toolsSend clients draft video briefs with questions about open choices.
Your team gets a draft video brief from the client's intake packet. Your client gets clear questions about choices still open.
8 toolsSend each new client a welcome with project details and a shared folder.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsWelcome signed clients and receive a copy of each message.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsPrepare client proposals that preserve agreed scope and costs.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 toolsWelcome new accounts with their kickoff details and shared folder.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
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 tools
