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.

Send Proposal Packets

Your evaluator gets the proposal and price sheet together, and your review task shows which versions went out.

Works with13 tools
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 First Outreach Emails

Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.

Works with8 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
Save Pinterest Videos

Your team gets Pinterest clips as MP4s in a shared folder, with a download link sent back in the same email thread.

Works with8 tools
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
Request Renewal Signatures

Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.

Works with26 tools
Send New Lead Emails

Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.

Works with49 tools
Draft Purchase Orders

Purchase order drafts show what parts you need to buy, and an email points out customer orders that may ship late.

Works with28 tools
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