AI-Agents for Follow Up working with Microsoft Office 365
Open overdue agreement tasks, return incomplete supplier forms. Every one is ready to run, and you can adjust it in plain language.
Your mail merge uses a saved contact group, sends personalized emails from your mailbox, and reports every send, skip, or failure.
14 toolsYour webinar mail merge sends personal emails to attendees, then shows you who you emailed and who needs attention.
13 toolsYour personalized customer texts reach the sending service when due, and a reply tells you what happened or needs attention.
23 toolsYour mail merge reaches the people still waiting after you approve a revision, with earlier recipients skipped and a report on anything that needs fixing.
5 toolsSee your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
6 toolsYour Excel mail merge goes out after address and do-not-contact checks. You get a row-by-row report of sends and exceptions.
6 toolsYour Excel mail merge reaches new recipients without repeating earlier sends, and you get a clear list of rows that need fixing.
5 toolsYour mail merge goes out from the mailbox you choose, and your recipient spreadsheet comes back with results beside every row.
5 toolsYour mail merge goes out from your mailbox, and you get a clear report of confirmed emails and contacts that need attention.
5 toolsYour renewal emails use customer details, and a row-by-row report shows you which messages went out and which need attention.
5 toolsYour attendees get joining details after confirming their email addresses, and you get a daily list of contacts who still need follow-up.
5 toolsYour in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
7 tools
