AI-Agents for Audit Trail

File signed agreements, keep order receipts, bundle handoffs.

Draft Purchase Orders

Get draft purchase orders for missing materials on upcoming ServiceM8 jobs, with job notes that flag gaps before crews start work.

Works with4 tools
Send Appointment Confirmations

Patients get appointment confirmation emails with visit details and a change link. Your coordinator hears about messages that cannot go out.

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Create Draft Purchase Orders

Get draft purchase orders after warehouse counts. Review supplier groups, quantities, prices, and expected arrival dates.

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Draw Giveaway Winners

Get a winner list backed by channel checks, while your Telegram giveaway bot keeps duplicate and ineligible entries out.

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File Received Agreements

Find signed supplier terms in the folders you choose, while unclear packets stay in your inbox for review.

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File Supplier Agreements

Find signed supplier agreements and their certificates together in the supplier folders your team uses.

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Log Outreach Emails

Your outreach email tracking shows what your team actually sent, with approval mismatches assigned to your sales lead for review.

Works with5 tools
Request Service Agreement Signatures

Your signers receive the service agreement by email, and you can find its signing link in the client project.

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Send Sales Emails

Keep your sales outreach moving with personalized emails, due follow-ups, and a daily recap of replies that need you.

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Send Agreement for Signature

Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.

Works with6 tools
Send RSS Digests

Your subscribers get short RSS newsletters on their chosen topics. You get a report of readers skipped or emails that failed.

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File Signed Staff Agreements

Your signed staff agreements stay with their signing proof in the right employee folder. Your people team gets both file locations by email.

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