AI-Agents for Handoffs working with Microsoft Exchange

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

Export Spreadsheet Tab

Get a CSV copy of the exact spreadsheet tab you need, with its row count in your inbox or a clear explanation when no file can be sent.

Works with33 tools
Send Spreadsheet CSV

Your coworkers get the Google Sheets tab they asked for as a CSV attachment, or a reply explaining what needs fixing.

Works with13 tools
Send Asset Review Requests

Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.

Works with16 tools
Published by Campaigns Essentials
Escalate Customer Chats

Get a focused question in a private group chat and the handoff link in your inbox when a customer chat needs a teammate's judgment.

Works with32 tools
Send Notes by Email

You can send a ready note to saved contacts with its attachments and see the send result in the note.

Works with18 tools
Attach Marked PDF

Your maker gets the marked PDF and a clear fix list on the right task, with the reviewed version named.

Works with14 tools
Published by Creative Review Essentials
Edit Image Batches

Get your image edits back by email, with clear notes on revisions that need a closer look or another input.

Works with10 tools
Send Current Proof

Your reviewer gets the current image or PDF and a clear question. Your review card shows which revision you sent.

Works with19 tools
Published by Creative Review Essentials
Match Feedback to Draft

Your creator gets the reviewer's requested changes and current draft together, so they can start the next revision without chasing files.

Works with12 tools
Published by Campaigns Essentials
Create Markdown Review Pages

Your reviewers get a readable page in your knowledge base, with the submitted links and tables checked before they receive the link.

Works with45 tools
Send Agreement for Signature

Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.

Works with32 tools
Flag Duplicate Files

You can review marked extra copies and their locations before handing a shared folder to another team.

Works with30 tools
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