AI-Agents for Project Managers in Request Intake working with Microsoft Outlook
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Reply to project emails and alert the backup to deadlines during leave.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsSend project reviewers links to files added for their review.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
27 toolsSend project welcomes once the client brief and folder link are ready.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsSend new project clients their first steps and shared folder link.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsSend the client kickoff email and report any missing project details.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
5 toolsFind openings for meetings with the project team.
Find a meeting time that works for everyone without comparing calendars yourself. Get shared openings back in the same team chat.
8 toolsFind times the project team can attend within local hours.
Get meeting options across time zones, based on your team's current calendars and the local hours you choose for each person.
8 toolsFind times when required project colleagues can meet across time zones.
Get meeting options everyone can attend across time zones, with local times for each person, right in the chat where you asked.
7 toolsBook recurring project meetings and invite the team.
Get a recurring meeting that fits your calendar throughout the series. Your guests receive invitations, and you receive the confirmed schedule.
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