AI-Agents for Intake in Request Intake working with Microsoft Office 365
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send complete client welcomes and flag missing intake details.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsBook new client requests with the right available team member.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
29 toolsBook first meetings with available team members and reply to requesters.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
10 toolsMatch new consultation requests to eligible hosts and open times.
Your coordinator gets a short list of available times and the right booking link in the request conversation, ready to share.
5 toolsReply to standard new inquiries and flag those needing a personal answer.
Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.
8 toolsHand off every submission from the closed intake window in one CSV.
Get a downloadable CSV after your form closes, with the entry count in its name and missing answers and possible repeats flagged for review.
28 toolsMark forms that need corrections before they enter the tracker.
Keep your tracking table focused on valid form responses, with an email explaining what was added or what needs fixing.
5 tools
