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AI-Agents for Data Coordinators in Operations in Request Intake working with Microsoft Office 365

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

Convert VCF to CSV

Turn vCard files into consistent CSV rows and flag missing details.

Get a contact CSV in your chosen review folder when a VCF export arrives by email, plus a reply highlighting missing details.

Works with7 tools
Convert Excel to CSV

Turn incoming workbooks into CSV files for data handoffs.

Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.

Works with4 tools
Add Intake Submissions

Keep duplicate identifiers out of the tracking table.

Keep your tracking table focused on valid form responses, with an email explaining what was added or what needs fixing.

Works with5 tools
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