AI-Agents for Administration working with Keap
Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Keep the owner's calendar current and send the daily agenda.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
29 toolsCorrect guest invitations and email organizers what changed.
Guests get the current video link in their meeting invitation, and you get an email showing what changed.
25 toolsDraft replies to the owner's introductions using contact notes.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
24 toolsSend meeting organizers transcripts they can use to draft minutes.
Get a meeting transcript with timestamps in your inbox, ready to check against the video before you write minutes.
22 toolsSend birthday greetings from the chosen account and update the contact sheet.
Your contacts receive birthday greetings in the tone you choose, and your contact sheet shows which emails went out and which need review.
20 toolsEmail parents about term fees and surface missing contact details.
Parents get an early fee payment reminder by email, and your school office can see who needs an address or follow-up.
20 toolsSend incident report drafts with missing details flagged for the director.
Get a daycare incident report draft by email, with conflicting accounts and unanswered questions visible before you review it.
37 toolsFlag unassigned actions from team meetings.
Your team gets due date reminder emails before work slips, and you get a linked list of overdue and unassigned action items.
22 toolsSend due-task reminders and summarize late work for the list manager.
Your task owners get due date reminder emails before deadlines, and you get a summary when work falls behind or owner details need fixing.
32 toolsEmail staff meeting chat to organizers preparing minutes.
Your saved Zoom meeting chat arrives by email, with messages in order and authors named for easier meeting notes.
23 tools
