AI-Agents for Document Review working with Microsoft Office 365

Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.

Draft Business Proposal

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

Works with29 tools
Send Morning Briefing

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

Works with14 tools
Convert HTML to PDF

Your team gets checked PDF links in the spreadsheet, with clear issues on rows that need a fix.

Works with10 tools
Check Quote Prices

Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.

Works with9 tools
Draft Job Offer Letters

Your weekly offer letters are ready for review, with draft links on the hiring sheet and missing details called out for follow-up.

Works with8 tools
Merge PDF Documents

Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.

Works with8 tools
Send Asset Review Requests

Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.

Works with16 tools
Published by Campaigns Essentials
Send Proposal Packets

Your evaluator gets the proposal and price sheet together, and your review task shows which versions went out.

Works with13 tools
Convert Offer Letters

Your recruiter gets an offer PDF only after its text and layout match the Word letter, or an email explaining what needs fixing.

Works with13 tools
Extract Screenshot Text

Get copyable text from screenshots right in your review thread, with a shared file and clear marks where the image needs another look.

Works with8 tools
Match Feedback to Draft

Your creator gets the reviewer's requested changes and current draft together, so they can start the next revision without chasing files.

Works with12 tools
Published by Campaigns Essentials
Create Markdown Review Pages

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
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