AI-Agents for Consultants working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
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.
6 toolsCheck 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.
5 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 toolsFile 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.
7 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 toolsSave 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.
4 toolsReserve consultation slots and confirm times with clients.
See new bookings with the client's note on your calendar, and catch missing confirmation emails before they leave a visitor guessing.
