AI-Agents for Sales Development Representatives in Exception Handling working with Microsoft Outlook

Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.

Draft and Send Outreach

Find matching buyers and queue personalized first emails for review.

Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.

Works with25 tools
Send Mail Merge

Send personalized prospect emails from an approved draft.

Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.

Works with11 tools
Send Mail Merge Batches

Send approved prospect batches without emailing opted-out contacts.

Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.

Works with15 tools
Send Mail Merge Emails

Send approved prospect emails and flag contacts that need fixes.

Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.

Works with14 tools
Send Mail Merge Emails

Send approved prospect emails and avoid duplicate outreach.

Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.

Works with12 tools
Send Scheduled Mail Merges

Send approved prospect emails and identify skipped contacts.

Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.

Works with12 tools
Track Outreach Email Sends

Show which approved prospect emails went out and which need attention.

Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.

Works with15 tools
Send Job Alerts

Surface timely job openings at target accounts for outreach.

Your account owners see relevant openings at watched employers, with links and fit notes, while uncertain matches carry a review flag.

Works with4 tools
Send Mail Merge

Send approved prospect emails and track send results by lead.

Your mail merge goes out from the mailbox you choose, and your recipient spreadsheet comes back with results beside every row.

Works with5 tools
Send Mail Merge Emails

Send approved prospect emails and flag missing contact details.

Your campaign tracker shows which mail merge emails went out and which recipients need your attention.

Works with5 tools
Send Mail Merge Emails

Send prospect emails with each contact's details and see send errors.

Your mail merge goes out from your mailbox, and you get a clear report of confirmed emails and contacts that need attention.

Works with5 tools
Fill Missing Work Emails

Find work emails for prospects queued for outreach.

Your prospect contacts get confirmed work emails when the match is clear, with uncertain addresses flagged for your review.

Works with4 tools
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