AI-Agents for Consultants working with Microsoft Exchange

Microsoft Exchange Server is a mail server and calendaring server developed by Microsoft.

Resend Meeting Invitations

Resend client meeting invites when a booked video link changes.

Guests get the current video link in their meeting invitation, and you get an email showing what changed.

Works with25 tools
Build Research Summary Table

Prepare source-linked findings for client reports and note gaps.

Your research findings arrive in a source-linked table, with missing facts and unreadable pages clearly marked.

Works with11 tools
Send Out-of-Office Replies

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 Out-of-Office Replies

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 Meeting Clashes

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 Meeting Invitation

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
Send Client Welcome Email

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
Draft Business Proposal

Draft client engagement proposals from call notes and agreed fees.

Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.

Works with10 tools
Email Meeting Transcripts

Get 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.

Works with10 tools
Draft Meeting Confirmation Replies

Check client meeting confirmations and draft replies about changes.

Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.

Works with5 tools
Book Recurring Meetings

Book recurring client check-ins at one open time.

Get a recurring meeting that fits your calendar throughout the series. Your guests receive invitations, and you receive the confirmed schedule.

Works with4 tools
Add Travel Blocks

Reserve travel before meetings at client sites.

Your calendar shows time to reach in-person appointments, with an arrival buffer and visible conflicts when plans overlap.

Works with4 tools
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