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.

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
Send Excel Mail Merge

Your mail merge from Excel uses your work mailbox, and a results workbook shows which recipient rows need attention.

Works with18 tools
Send Mail Merge Emails

Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.

Works with21 tools
Remove Channel Members

Keep your discussion channels aligned with access reviews, and give reviewers before and after member lists.

Works with12 tools
Send Orientation Packet

Your new hire gets the packet and arrival details once your team confirms orientation. HR sees what went out and which forms need signatures.

Works with14 tools
Email New File Links

Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.

Works with27 tools
Log Proof Decisions

Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.

Works with14 tools
Published by Creative Review Essentials
Remove Duplicate Files

Keep your watched folder clear of exact copies of uploaded files. Choose which copy stays, then get an email showing what was flagged or trashed.

Works with26 tools
Send Duplicate File Report

Your duplicate file report lands in your inbox with copy locations and decisions, so you can spot anything that needs your review.

Works with24 tools
Send Handoff Notes

See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.

Works with19 tools
Trash Duplicate Files

Keep shared project folders tidy: this cloud duplicate file finder trashes confirmed extras and emails owners a Friday cleanup log.

Works with28 tools
Trash Duplicate Image Files

See which original photos stayed in your library and which exact copies went to trash. Your asset manager gets a keep list and review cases by email.

Works with23 tools
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