AI-Agents for Account Managers working with Microsoft Excel

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.

Works with29 tools

Send prepared client emails and keep their replies beside each contact.

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

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.

Works with14 tools

Turn each client site request into a shareable SEO audit.

Get prioritized SEO fixes in your spreadsheet, with page findings and a report link you can share with clients.

Works with7 tools