AI-Agents for Consultants in Handoffs working with Microsoft Office 365
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
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.
29 toolsDraft replies to introductions from clients and trusted contacts.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
24 toolsTurn prospect needs into scoped engagement proposals.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsTell 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.
10 toolsSend 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.
12 toolsWelcome 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.
24 toolsGet client meeting transcripts in your inbox before writing minutes.
Your meeting transcript reaches the organizer's inbox with timestamps and speaker labels, ready for review before you write minutes.
10 toolsSend 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.
5 toolsFind the right consultation link for a client invitation.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
8 tools
