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.

Prepare Flagged Email Tasks

See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.

Works with6 tools
Send Appointment Confirmations

Your clients get appointment confirmation emails with a link to change the time, while your scheduler sees bookings that conflict with the email exchange.

Works with5 tools
Send Due Date Reminders

Owners get due date reminder emails, and your project lead sees who has not posted an update by the milestone cutoff.

Works with6 tools
Send Excel Mail Merge

Your Excel mail merge goes out after address and do-not-contact checks. You get a row-by-row report of sends and exceptions.

Works with6 tools
Send Excel Mail Merge

Your Excel mail merge reaches new recipients without repeating earlier sends, and you get a clear list of rows that need fixing.

Works with5 tools
Send Mail Merge

Your mail merge goes out from the mailbox you choose, and your recipient spreadsheet comes back with results beside every row.

Works with5 tools
Send Mail Merge Emails

Your mail merge goes out from your mailbox, and you get a clear report of confirmed emails and contacts that need attention.

Works with5 tools
Send Renewal Mail Merge

Your renewal emails use customer details, and a row-by-row report shows you which messages went out and which need attention.

Works with5 tools
Send Spreadsheet CSV

Get the requested spreadsheet tab into your colleague's inbox as a CSV file. Your request row shows what happened.

Works with5 tools
Create Project Folders

Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.

Works with15 tools
Add Private Channel Members

Keep confidential project rosters and private Teams channels in sync, with owner approval and team access checked before anyone joins.

Works with10 tools
Import Excel to PostgreSQL

Get valid Excel rows into PostgreSQL and a chat report showing how many went in and what needs fixing.

Works with25 tools
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