AI-Agents for Handoffs in Consulting working with Microsoft Teams

Summarize new client engagement terms for the team to verify.

Your team gets a contract summary in chat, with the agreement's key terms, source links, and any details that need a closer look.

Works with18 tools

Find the right consultant's link for a client meeting.

Your colleagues get a clear answer about which booking link to share, based on your meeting guide and current meeting pages.

Works with8 tools

File engagement documents by project and flag unclear filenames.

Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.

Works with18 tools

Check a consultant's booking page before sharing it for a client call.

Your team gets the right host's direct booking link in chat, with a short note they can pass to an invitee.

Works with9 tools

Create missing client engagement folders for active projects.

Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.

Works with17 tools

Draft answers to client questions from the shared thread and guide.

Get a reply draft in the same chat thread, with unclear facts called out so you can review the wording before you answer the sender.

Works with7 tools

Find a consultant's direct meeting link for client scheduling.

Your colleagues get a direct booking link they can forward, with the meeting type clear before an invitee books.

Works with5 tools