AI-Agents for Intake Coordinators 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.
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.
24 toolsTurn new client appointment requests into confirmed team bookings.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
29 toolsBook incoming consultation requests with an available team member.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
10 toolsMatch new meeting requests to an eligible host and open times.
Your coordinator gets a short list of available times and the right booking link in the request conversation, ready to share.
5 toolsAnswer standard first-contact questions and flag inquiries needing review.
Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.
8 toolsExport each closed intake window with every submission preserved.
Get a downloadable CSV after your form closes, with the entry count in its name and missing answers and possible repeats flagged for review.
28 toolsFlag missing answers and repeat IDs on new intake forms.
Keep your tracking table focused on valid form responses, with an email explaining what was added or what needs fixing.
5 tools
