AI-Agents for Client Services working with Microsoft Excel

Turn client project requests into scoped proposal drafts.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools

Prompt owners of client work and list assignments awaiting replies.

Get a morning list of assignments awaiting completion replies. Owners who haven't replied get a due date reminder before the deadline.

Works with9 tools

Send prepared client emails and show which contacts still need follow-up.

Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.

Works with12 tools

Rank client-related replies and pending service follow-ups.

Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.

Works with14 tools

Prepare client sprint figures and blocker links for delivery updates.

Your Jira sprint report lands in an Excel workbook every Friday, with progress totals, blocker links, and issue rows you can filter.

Works with13 tools

Deliver shareable site audits for client review.

Get prioritized SEO fixes in your spreadsheet, with page findings and a report link you can share with clients.

Works with7 tools