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.

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
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
Send Agreement for Signature

Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.

Works with32 tools
Resend Meeting Invitations

Guests get the current video link in their meeting invitation, and you get an email showing what changed.

Works with25 tools
Request Renewal Signatures

Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.

Works with26 tools
Draft Offer Letters

Your job offer letters are ready to review with your current template and agreed terms. Recruiters get links to their unsent drafts.

Works with25 tools
Refresh Offer Letters

Get refreshed job offer letter drafts with approved terms intact, plus review links and any blockers in your recruiter's inbox.

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
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
Send Emails to Notion

Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.

Works with12 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
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