AI-Agents for Duplicate Prevention working with Microsoft Office 365

Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.

Send Campaign Mail Merges

Your campaign emails go to eligible contacts from the latest segment, with a send log showing skips and errors.

Works with14 tools
Insert Emailed Database Entries

Turn emailed entry requests into database rows, with a reply that confirms the ID or tells the sender what to fix.

Works with17 tools
Draft Giving Tuesday Appeal

Get a Giving Tuesday social media post based on your brief. Review the copy in your inbox and the unpublished draft in your scheduler.

Works with28 tools
Book Group Session Places

Keep your group session roster current as requests arrive, and give confirmed visitors the time and joining details they need.

Works with44 tools
Manage Client Appointments

Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.

Works with29 tools
Flag Duplicate Files

You can review marked extra copies and their locations before handing a shared folder to another team.

Works with30 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
Flag Bounced Fee Reminders

Your staff get a clear task when a school fee reminder bounces. They can see the unpaid fee and which contact detail to check next.

Works with10 tools
Draft Initial Outreach Email

Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.

Works with38 tools
Track Website Listings

See what's new across the website sections you watch, with a table of listings and an email that flags changes or pages needing a closer look.

Works with32 tools
Remove Work Labels

Keep your shared inbox in step with completed tasks. Finished email conversations lose their work label, and you get a confirmation.

Works with9 tools
Save Email and Attachments

Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.

Works with6 tools
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