AI-Agents for Handoffs

Pass on decisions, carry revision notes, open supplier setup.

Send Handoff Notes

See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.

Works with19 tools
Send Offer Letters

Your candidates get the final offer letter with a deadline and recruiter contact details. Your recruiter gets the sent email and its date.

Works with7 tools
Send Proof Packets

Your reviewer gets the proof and a clear deadline by email. You choose the question they need to answer.

Works with7 tools
Share Incident Reports

Your outside reviewer gets a restricted report link and deadline for the incident review. You get a copy of the request or a clear problem to fix.

Works with6 tools
Compile CRM Lead List

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools
Clarify Store Access Requests

Your store owner gets a clear access request, while employees get focused questions when their form leaves out key details.

Works with37 tools
Draft Daycare Incident Reports

Get a daycare incident report draft by email, with conflicting accounts and unanswered questions visible before you review it.

Works with37 tools
Draft Security Incident Reports

Get a clear security incident report from a guard's form, with witness accounts and open questions ready for your review.

Works with36 tools
Rank Real Estate Leads

Your team gets a real estate lead list every evening, with repeat visitors combined and clear follow-up requests at the top.

Works with38 tools
Send Seller Lead Emails

Give homeowners a relevant first reply while your sales Agent gets the property details and questions needed for the next conversation.

Works with35 tools
Find Local Sales Leads

Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.

Works with6 tools
Send Offer Letters

Your approved offer terms become PDF letters for candidates, with an address check before sending and a copy for your hiring team.

Works with6 tools
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