AI-Agents for Audit Trail working with Microsoft Exchange

File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.

Calculate Stock Balances

Get a dated stock balance report in the request email thread, with movement totals and ledger gaps called out for review.

Works with12 tools
Send Mail Merge Batches

Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.

Works with15 tools
Send Mail Merge Emails

Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.

Works with14 tools
Send Scheduled Mail Merge

Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.

Works with15 tools
Send Topic Newsletters

Your readers get short updates on the topics they chose, while your workbook tracks which items have already gone out.

Works with27 tools
Send Asset Review Requests

Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.

Works with16 tools
Published by Campaigns Essentials
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 Current Proof

Your reviewer gets the current image or PDF and a clear question. Your review card shows which revision you sent.

Works with19 tools
Published by Creative Review Essentials
Delete Teams Chat Message

Your privacy team gets a clear answer when a reported Teams chat message needs removal, with the result recorded and emailed to the reviewer.

Works with26 tools
Send Agreement for Signature

Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.

Works with32 tools
Request Renewal Signatures

Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.

Works with26 tools
Draft Purchase Orders

Purchase order drafts show what parts you need to buy, and an email points out customer orders that may ship late.

Works with28 tools
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