AI-Agents for Client Services Coordinators in Document Filing working with Microsoft Office 365
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
File Signed Agreements
File signed client agreements and email the team both links.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
Works with
7 tools
7 tools
File AI Meeting Notes
File client call follow-ups where the team looks for them.
Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.
Works with
4 tools
4 tools
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