AI-Agents for Handoffs working with Microsoft Excel

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

Import JSON Into Spreadsheet

Your shared spreadsheet stays current with the latest JSON feed. Get a matching CSV and a report of what changed.

Works with8 tools
Refresh Sales Lead Sheet

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools
Create UTM Tracking Links

Your launch links land in a shared sheet, ready for each placement, with clear notes on URLs or tags that need fixing.

Works with7 tools
Draft Job Offer Letters

Your weekly offer letters are ready for review, with draft links on the hiring sheet and missing details called out for follow-up.

Works with8 tools
Shorten Tracking URLs

Get short links for your finalized tracking URLs, mapped to placements in your launch sheet, with failed links flagged for review.

Works with8 tools
Build Social Lead Lists

Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.

Works with7 tools
Create Custom Short Links

Give your sales team a copyable list of custom short links for each ready sales kit, with destination conflicts called out for review.

Works with7 tools
Create Tracking Links

Get campaign tracking links ready to copy from your spreadsheet, with your chosen tags added and the landing pages' other URL details preserved.

Works with7 tools
Merge PDF Documents

Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.

Works with8 tools
Run Prompt Batches

Your prompt batch comes back in the shared sheet, with answers beside prompts and failed rows marked for follow-up.

Works with7 tools
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