AI-Agents for Client Services in File Sharing working with Microsoft Office 365
Share files, deliver transcripts, send review assets. Every one is ready to run, and you can adjust it in plain language.
Send approved client handoffs with files and track each recipient's status.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
19 toolsPrepare client handoff views with only the selected records.
Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.
13 toolsDeliver finished client packets to each contact and report failed emails.
Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.
5 toolsShare approved project tracker slices with external partners.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
6 toolsOrganize shared project files for client delivery handoffs.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
12 tools
