AI-Agents for Activity Reporting working with Microsoft Office 365

Audit pages, track rankings, compare traffic. Every one is ready to run, and you can adjust it in plain language.

Send First Outreach Emails

Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.

Works with8 tools
Send Notes by Email

You can send a ready note to saved contacts with its attachments and see the send result in the note.

Works with18 tools
Send Mail Merge

Your mail merge goes to eligible contacts from your campaign mailbox, with a tally of sends and contacts needing attention.

Works with41 tools
Send Campaign Mail Merges

Your campaign emails go to eligible contacts from the latest segment, with a send log showing skips and errors.

Works with14 tools
Insert Emailed Database Entries

Turn emailed entry requests into database rows, with a reply that confirms the ID or tells the sender what to fix.

Works with17 tools
Draft Giving Tuesday Appeal

Get a Giving Tuesday social media post based on your brief. Review the copy in your inbox and the unpublished draft in your scheduler.

Works with28 tools
Book Group Session Places

Keep your group session roster current as requests arrive, and give confirmed visitors the time and joining details they need.

Works with44 tools
Manage Client Appointments

Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.

Works with29 tools
Flag Duplicate Files

You can review marked extra copies and their locations before handing a shared folder to another team.

Works with30 tools
Send Weekly Newsletter

Your weekly newsletter shares new articles that fit readers' interests, with links and send results ready for your review.

Works with29 tools
Send Mail Merge Notices

Your customer notices go through your work email with account details from your spreadsheet, and send results stay beside customer rows.

Works with9 tools
Flag Bounced Fee Reminders

Your staff get a clear task when a school fee reminder bounces. They can see the unpaid fee and which contact detail to check next.

Works with10 tools
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