Email Note AI-Agents for Client Services
Send a ready note and its attachments to the named recipients and record the delivery result.
Send Handoff Notes
Send approved client handoffs with files and track each recipient's status.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Works with
19 tools
19 tools
Send Client Packets
Deliver finished client packets to each contact and report failed emails.
Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.
Works with
5 tools
5 tools
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