AI-Agents for Team Coordinators in Client Services working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Book team meeting requests and tell each guest who will meet them.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
10 toolsFlag action items without owners for meeting follow-up.
Your team gets due date reminder emails before work slips, and you get a linked list of overdue and unassigned action items.
22 toolsEmail teammates when open action items near the deadline.
Your team gets email reminders before action items are due, and you get a linked list of overdue work to follow up.
22 toolsTurn team meeting recordings into searchable notes.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
7 toolsFile call decisions where teammates can find them.
Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.
4 tools
