AI-Agents for Handoffs in Corporate Training working with Gmail

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Draft Business Proposal

Draft training program proposals from approved scope and delivery plans.

Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.

Works with8 tools
Build B2B Lead List

Find companies and learning leaders that fit a training sales brief.

Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.

Works with7 tools
Compile Profile Lead Lists

Find current learning contacts at target companies for training sales.

Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.

Works with7 tools
Convert ICS to CSV

Convert session calendars into CSVs for weekly training handoffs.

Your weekly schedule arrives as a sortable CSV reply, with repeating meetings flagged so your team can review them before the handoff.

Works with5 tools
Draft RFP Proposal

Draft training program proposals against buyer requirements and approved fees.

Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.

Works with4 tools
Send Cold Outreach Email

Introduce training services to approved employers using a sourced priority.

Your lead approves a target account, and you get a relevant first email or a clear reason to review it.

Works with5 tools
Send Kickoff Welcome Email

Send training clients their program kickoff details and preparation.

Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.

Works with5 tools
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