AI-Agents for Intake Coordinators working with Microsoft Office 365

Export 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.

Works with28 tools

Match an inquiry to the right intake appointment page.

Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.

Works with8 tools

Confirm new client appointments and flag missing booking details.

Your confirmation emails include clear appointment details and a rescheduling link. You also get a report on every send or issue.

Works with8 tools

Flag 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.

Works with5 tools