AI-Agents for Handoffs working with Microsoft Office 365

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
Extract Data for Review

Your morning extract arrives in a shared table, with missing values marked and a chat message pointing to records that need review.

Works with18 tools
Draft and Send Outreach

Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.

Works with25 tools
Draft Business Proposal

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools
Export Lead Lists

Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.

Works with12 tools
Email Google Sheets CSV

Your teammates get the current reporting tab as a CSV attachment, with the file name and data row count in the reply.

Works with14 tools
Send Outreach Emails

Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.

Works with12 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
Triage Support Emails

Your support queue stays current as emails arrive. Your lead hears about critical issues or upset customers, while routine requests get a reply using text you approve.

Works with11 tools
Convert HTML to PDF

Your team gets checked PDF links in the spreadsheet, with clear issues on rows that need a fix.

Works with10 tools
Cut Interview Clips

Get captioned interview clips ready for review from the timecodes your editor marks in the project sheet.

Works with9 tools
Log Lead Ad Submissions

Get Facebook Lead Ads submissions into Google Sheets with cleaner contact details and a status your team can use to review leads.

Works with19 tools
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