AI-Agents for Consultants in Client Services working with Microsoft Office 365

Shape prospect needs into engagement drafts with clear scope questions.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools

Turn prospect needs into scoped engagement proposals.

Your prospects receive branded business proposals based on their emails and the pricing rules you set.

Works with5 tools

Tell clients who covers an engagement and flag urgent project emails.

Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.

Works with10 tools

Send approved absence replies and pass pressing client work to the backup.

Your senders hear back while you're away, and your backup sees requests that need attention before you return.

Works with12 tools

Flag client meeting invitations that overlap engagement work.

See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.

Works with7 tools

Send an added client the current consultation link.

Your new guest gets the current meeting time and joining details by email, while you get a confirmation without emailing the other guests.

Works with7 tools

Welcome each new engagement with its agreed scope and kickoff steps.

Your new client gets a personal welcome after signing, with clear first steps and a link to share files.

Works with24 tools

Add flagged client meetings to the calendar and email a review link.

Get calendar appointments from flagged emails when details are clear, plus a confirmation email linking to each entry for review.

Works with5 tools

Give flagged client questions a next-day task that states the response needed.

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

Works with6 tools

Check client meeting times before sending appointment confirmations.

Your clients get appointment confirmation emails with a link to change the time, while your scheduler sees bookings that conflict with the email exchange.

Works with5 tools

Send completed reports to client stakeholders and flag missed deliveries.

Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.

Works with5 tools

File client session decisions with the original audio.

Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.

Works with7 tools