AI-Agents for Handoffs working with Zoho Mail

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
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
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
Qualify Voicemail Leads

Your buyer and seller voicemails become lead sheet entries, with caller texts when possible and alerts for urgent or unclear calls.

Works with11 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
Upload Qualified Leads

Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.

Works with9 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
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
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