AI-Agents for Document Formatting in IT Services working with Gmail

Create invoice PDFs, transcribe recordings, format documents. Every one is ready to run, and you can adjust it in plain language.

Create Markdown Review Pages

Prepare support guides for review with their links and tables intact.

Your reviewers get a readable page in your knowledge base, with the submitted links and tables checked before they receive the link.

Works with45 tools
Draft and Send Proposals

Draft service proposals from client requirements and approved rates.

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

Works with5 tools
Send Release Notes

Send client software release notes from approved briefs.

Your stakeholders get release notes in your team's format, and the release owner gets a copy of the sent note.

Works with7 tools
Draft Business Proposal

Draft service project proposals from discovery notes and approved rates.

Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.

Works with10 tools
Draft Business Proposal

Prepare client project proposals from approved service plans and costs.

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

Works with8 tools
Draft RFP Proposal

Draft IT service proposals with approved scope and delivery milestones.

Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.

Works with4 tools
Send Weekly Sprint Report

Share project sprint progress and blockers with service stakeholders.

Your stakeholders get a Jira sprint report every Friday. It covers completed work and point progress, with blockers and issue links.

Works with4 tools
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