AI-Agents for Compliance working with Microsoft Office 365

File signed agreements, route approval requests, check reviewers. Every one is ready to run, and you can adjust it in plain language.

Check Promotion Reviewers

See whether a promotion has the finance reviewer your pay rules require, with a verdict on the card and an email to your People Ops lead.

Works with24 tools
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
Draft and Send Proposals

Your prospects receive branded business proposals based on their emails and the pricing rules you set.

Works with5 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
Route Data Access Exceptions

Your exception requests reach the reviewer you choose for each data classification, while requesters can see who has the decision.

Works with29 tools
Send Group Mail Merge

Your usable contacts get personalized emails, and you get a clear report of every send, skip, and failure.

Works with12 tools
Send Group Mail Merge

Your group mailing goes out from the team mailbox, with duplicate addresses skipped and a reply showing sends and exceptions.

Works with20 tools
Send Mail Merge

Your mail merge goes out from the team mailbox, with a clear account of sends, skipped contacts, and messages needing review.

Works with17 tools
Send Mail Merge Emails

Your mail merge uses a saved contact group, sends personalized emails from your mailbox, and reports every send, skip, or failure.

Works with14 tools
Draft Business Proposal

Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.

Works with8 tools
Send Webinar Follow-Ups

Your webinar mail merge sends personal emails to attendees, then shows you who you emailed and who needs attention.

Works with13 tools