AI-Agents for Intake Coordinators in Project Management working with Microsoft Office 365

Remove work labels from inquiry emails after follow-up tasks finish.

Keep your shared inbox in step with completed tasks. Finished email conversations lose their work label, and you get a confirmation.

Works with9 tools

Send client welcomes when intake is complete and flag gaps to the owner.

Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.

Works with24 tools