AI-Agents for Consultants 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 In-Person Meeting Notes
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 with
7 tools
7 tools
File AI Meeting Notes
Save client discussion and agreed next steps after each call.
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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