AI-Agents for Exception Handling working with Microsoft Office 365

Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.

Import CSV Files

Keep your PostgreSQL table current as CSV files arrive, with a row count or a clear reason when an import needs attention.

Works with13 tools
Create Project Folders

Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.

Works with12 tools
Import JSON Batches

Get valid records into your document collection, plus an import count and a CSV showing which entries need correction.

Works with6 tools
Convert Excel to CSV

Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.

Works with4 tools
Create Project Folders

Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.

Works with5 tools
Sort Work Folder Files

Your synced work folder stays tidy as new files reach matching subfolders. A dated report shows which files need your decision.

Works with6 tools
Find Booking Link

Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.

Works with8 tools
Copy Approved Records

Get approved records into your target table and a dated report showing which rows transferred or need fixing.

Works with11 tools
File AI Meeting Notes

Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.

Works with4 tools
Confirm Deposit Appointments

Your clients get appointment details after paying the deposit you set. You get open times back when unpaid holds expire.

Works with9 tools
Send Appointment Confirmations

Your customers know when to expect the crew and how to prepare, while dispatch keeps a copy of every confirmation.

Works with6 tools
Book and Cancel Appointments

Your clients can book, cancel, or check appointments in a Telegram chat, while your calendar stays current.

Works with9 tools
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